Its mission is simple: protect life, preserve truth, and accelerate justice. As Axon Enterprises innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. In this episode of What Matters Most, Sands Capital Portfolio Manager and Sr. Research Analyst Danielle Menichella, CFA discusses the business’ journey from Taser maker to artificial intelligence-powered software developer. We’re diving deep into how its wide range of technologies work in tandem, what the future of public safety might look like—and why we believe all of this makes the business an attractive investment opportunity.

Episode Transcript ⁠⁠Available Here⁠.

  • (2:22) Axon’s product line, from Tasers to body cameras
  • (6:50) The ethical considerations of investing in a manufacturer of weapons and surveillance equipment
  • (13:55) Eyeing untapped markets and finding opportunities in growing markets overseas
  • (19:55) Using artificial intelligence for faster redactions, transcriptions, and archiving of bodycam footage
  • (21:07) Navigating privacy concerns around surveillance devices and data storage
  • (27:15) Preserving human accountability as public safety technology advances
  • (35:50) The big question for Danielle: To be or not to be tased?


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