Axon is nearly immune to AGI disruption - its physical law enforcement products serve government agencies that exist regardless of technological change, and AI features make its products more valuable rather than obsolete.
Axon Enterprise (formerly TASER International) is a public safety technology company that develops hardware and software solutions for law enforcement, first responders, and the justice system. The company is best known for its TASER conducted energy devices and body-worn cameras but has evolved into a comprehensive public safety platform that includes cloud-based evidence management (Axon Evidence/Evidence.com), records management, real-time operations, and AI-powered tools. The business model has shifted from hardware-centric to a recurring SaaS model.
Axon's primary customers are law enforcement agencies at the federal, state, and local level across the United States and internationally. Additional customers include prosecutors, courts, corrections facilities, fire departments, EMS, and private security firms. The company has expanded into international markets and federal agencies. Over 17,000 law enforcement agencies use Axon products.
Axon makes physical law enforcement products: TASER devices, body cameras, in-car cameras, drone-based first responders, and the Axon Evidence digital evidence management platform. The physical products cannot be replaced by software. The digital evidence platform manages video from body cameras -- a government/law enforcement compliance requirement. AGI cannot replace a TASER or a body camera. Axon's customers are almost exclusively government law enforcement agencies, military, and public safety organizations. Police departments, federal agencies, and militaries will exist regardless of AGI. Public safety is a fundamental government function that cannot be automated away.