Competitor wave — 2026-07-11
Market/strategy pass (not a code audit) mapping the mesh / tactical-mesh / wireless-DePIN field around Tri-Net.
Report: docs/WAVE_REPORT_COMPETITORS_2026-07-11.md (branch feat/wave-competitors-2026-07-11).
Segment map (4)
- Tethered comms — Elistair Khronos, AT&T Flying COW, Zenith Aerotech.
- mm-wave mesh — TERASi RU1 (>60 GHz).
- MANET software stacks — Persistent MPU5, TrellisWare TSM/Katana, Silvus StreamCaster, Rajant Kinetic Mesh, Doodle Labs Mesh Rider, Mobilicom SkyHopper, goTenna Pro X2.
- Silicon-bound DePIN — Helium (ATECC608 identity-only), World Mobile, Pollen, Tri-Net.
Honesty state carried into the report
main does not build (build.rs E0308/E0599).- HELLO beacon-auth is built-but-not-wired —
verify_mac/is_fresh never called on the receive path; daemon sends with mac_key=None.
- Only AX7203 (Artix-7) is proven-on-silicon; Zynq-7020 PL never flashed; all PHY/RF
-sim.
- 4 SKY26b dies submitted, not returned. Compute-anchor =
[Open conjecture] until the 2026-12-16 tape-out.
- Every competitor cited to a primary URL; vendor perf figures tagged vendor-claimed.
Moat thesis (one line)
Competitors are closed-waveform + firmware-as-abstraction + identity-only-if-any-hardware-binding. Trinity's assets line up on an orthogonal axis: open bit-exact numerics (GF16) + ternary on-board AI (BitNet b1.58) + silicon-anchored (eventually compute-anchored) economics. The axis is real; the compute-anchor tip is unproven pre-tape-out.
Three cooperation lanes
- A — Open-PHY interop with
open-sdr/openwifi (GF16 FEC block + conformance vectors).
- B — Open compute-vs-identity attestation schema for wireless DePIN (extends the Helium ATECC608 identity baseline).
- C — Academic co-publication on MANET control-plane resilience (gated on beacon-auth being wired + an on-device run).
Anchor: phi^2 + phi^-2 = 3
Competitor wave — 2026-07-11
Market/strategy pass (not a code audit) mapping the mesh / tactical-mesh / wireless-DePIN field around Tri-Net.
Report:
docs/WAVE_REPORT_COMPETITORS_2026-07-11.md(branchfeat/wave-competitors-2026-07-11).Segment map (4)
Honesty state carried into the report
maindoes not build (build.rsE0308/E0599).verify_mac/is_freshnever called on the receive path; daemon sends withmac_key=None.-sim.[Open conjecture]until the 2026-12-16 tape-out.Moat thesis (one line)
Competitors are closed-waveform + firmware-as-abstraction + identity-only-if-any-hardware-binding. Trinity's assets line up on an orthogonal axis: open bit-exact numerics (GF16) + ternary on-board AI (BitNet b1.58) + silicon-anchored (eventually compute-anchored) economics. The axis is real; the compute-anchor tip is unproven pre-tape-out.
Three cooperation lanes
open-sdr/openwifi(GF16 FEC block + conformance vectors).Anchor: phi^2 + phi^-2 = 3