In America, the police are a $100B annual business. Modern policing can be seen in the stream of viral police body camera footage that lands the Internet. Look at the top right corner of those videos and 10/10 times it will say Axon, the one company that has made this revolution possible. In business theory, some say that companies are not about flawless execution or perfect prediction. They suggest that the most important ingredient to success is picking the right space. You tread water, develop expertise, and even make mistakes - but once the market moves in your direction, you can snowball that momentum into billions of dollars. In the 2000s, Axon was a struggling startup. Then in the 2010s, tailwinds propelled Axon, who had been building wearable cameras and software, into prosperity. Now in the 2020s, the company is a powerhouse where every single interaction with law enforcement every day is recorded with an Axon body-cam and stored in Axon’s cloud platform. In this