Enterprise-grade decentralized connectivity. The B2B play in DePIN telecom.
Overview
| Aspect | Double Zero |
|---|
| Focus | Enterprise connectivity |
| Segment | B2B (vs Helium's B2C) |
| Stage | Building |
| Differentiation | Quality guarantees, SLA-grade |
The Thesis
While Helium proves consumer DePIN works, enterprise connectivity has different requirements:
| Requirement | Consumer (Helium) | Enterprise (Double Zero) |
|---|
| Uptime | Best effort | SLA-guaranteed |
| Quality | Variable | Consistent |
| Support | Community | Dedicated |
| Compliance | Minimal | Regulatory-grade |
| Pricing | Token-based | Contract-based |
The opportunity: Enterprise connectivity is higher-margin, stickier, and underserved by consumer DePIN protocols.
Enterprise DePIN Model
Value Proposition
- Lower cost — Community infrastructure vs carrier capex
- Distributed resilience — No single point of failure
- Verifiable quality — On-chain service attestations
- Flexible coverage — Deploy where enterprises need
Target Segments
| Segment | Use Case | Why DePIN |
|---|
| Remote offices | Branch connectivity | Avoid carrier installation delays |
| IoT deployments | Industrial sensors | Coverage in non-urban areas |
| Events | Temporary high-capacity | Rapid deployment, no contracts |
| Backup/redundancy | Failover connectivity | Distributed = resilient |
Competitive Landscape
vs Traditional Enterprise
| Factor | Carrier Enterprise | Double Zero |
|---|
| Deployment time | Weeks-months | Days |
| Capex | High | Community-distributed |
| Contracts | Long-term | Flexible |
| Coverage | Fixed footprint | On-demand |
vs Consumer DePIN (Helium)
| Factor | Helium | Double Zero |
|---|
| Target | Consumers, IoT | Enterprise |
| Quality | Best effort | Guaranteed |
| Pricing | Data credits | Enterprise contracts |
| Support | Community | Dedicated |
Strategic Position
Strengths
- Underserved niche — Enterprise DePIN is greenfield
- Higher margins — B2B > B2C economics
- Stickier customers — Enterprise relationships persist
Risks
- Execution — Enterprise sales require different capabilities
- Quality delivery — Harder than consumer best-effort
- Competition — Carriers may adapt faster for enterprise
Watch Signals
| Signal | Bullish | Bearish |
|---|
| Enterprise pilots | Major brands testing | No traction |
| SLA metrics | Hitting guarantees | Quality issues |
| Token launch | Clear economics | Delayed/unclear |
| Team | Enterprise sales hires | Consumer-only team |
Resources
Context