Subscriber Discussion

Why Knightscope's Business Model Is Doomed To Fail: A Strategic Risk Analysis

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Tony Dong
Jun 24, 2023

Hey everyone,

Been lurking here for a while but haven't contributed at all, mostly because my knowledge in the field is rather limited and I prefer to watch and learn from those who actually know what they are doing.

*******, ***** * ** **** * fairly *********** ******* * ***** **** I'd **** ** *****, ** ** is ******** ******** (*** **** *** laughs). *** ***** **** ** ***. John *** ********* ************ ** *********** throughout *** ***** *** ******* **** great ********, ***** ******** ** ** do *** **** *** * ****** project.

****: ****: **** ***** *** ********* written ** ** ***** ********** *** a ********* **** ********** ****** ****** summer ****, ********* ** **** ** the ************ *** *** ******** ********** Master ** ******* ** ********** **** Management *******. **** ********* *********** *** now ** ********. ***** ********** **** assignment, $****'* ***** ***** *** ****** by **** **%, *** *** ******* has **** ******** * ********* ****** from *** ****** ********.

IPVM Image

*** *** **** ******* ******* ****, *** *** ****** **** ** front **:

***********'* ******** ** *** ************* *****. In **********, *** ********* *********** **** enumerated ** *** ***** **** ** difficult ** *******. *** ******* ******** in * ****** *********** ******** ******* and ** ****** ** ****** ** unproven, ******* ******* ** **** **** new *** ******** ********** **** ** not *** ****** ******** ****** ***** human-facing *****, *** ***** ********.

***** ******** ** *** *** ******** in ***** ** *** ****** ($*,***,*** for *** ***** ****** ****** ***** 31st), ******** **** **** ******* *********, negative *********** ****** (*** **** ** $0.30 *** *****), *** ****** ***** revenue ****** (* **** $***,*** ******** for *** *** *** ***** ****** ending ***** **** ****** *** **** period ****** *** ******** ****) (*********** Form **-* **). *** ********* ** a ********** ******* ** ******* ******-***** growth ***** ****** * ***** ** operations ****** ** * ******* ** the ******** ********.

***********'* ********** ************ **** ***** ************* depends ** * "******** **** ** deployments", ** ****** **** ********** ***** (Knightscope **** **-* **). **** ** point ** ****, ** ****** ** sales ** *** *** ** ************* and ********** *********, *** ****** * differentiation ******** **** **** **********? *** security ******** ***** ******* ****** *** be ******** ******* **-***** **** *** low-level ******* ******** ****** ****.

******* ****, *********** *********** ********** ****** as * **** ********** ********** *** guards, *** ********** * ******** ***** on ***************, ********* * ***** ******* of *** ******** ********, ***** ******** technology. **** *********** ********* ** **** selling ***** ** ******, ***** ** has ********* ****** ** ***** ** achieve *************. ** **, **** ******* to ** * ***** ******* ** strategy ***********. ** * ******, * do *** ****** *********** ** **** dominance **** **** *** ***** ****** segment, ****** ********** ******, ** ******* profitability ** *** *********** ******.

**********: * ** ***** $**** *** have **** ***** ***.

(3)
U
Undisclosed #1
Jun 24, 2023

* ****'* **** **** **** *******, but * **** **** ********.

* ***'* **** **** ******** **** fides, *** ** **** ******** *** stench ** ****-**** ********* **** ** back ** **** **** ** ******** Knightscope.

**** ******** ********* *** ***** ****** business ***** *****/***** ***** ****...

*** ** *** **** ** **'* background ****** *********** ** ******* ****** clear **** ******************** ******** ***** (*** *** ****** one) ************* ** ****** *** ****** ** time **** ** *** *** **** could ******** ** ******* ********* ****************** *************** ********* ** ******** ******* them.

**** *** *********** ***** ** ******* derailed * ***** ****** ** ** launch *** **** ****** ** *** 'cutting ****' ********** **** ** *** convince ****** **** ** ***** *** to ******* *** ******.

(2)
Avatar
Tony Dong
Jun 24, 2023

***% ***** - *** ***-*** ******* round **** *** **************** * ******* *****, * *****'* seen ************ ****** ********* *** ******* this ***** ***** **** **** **** in ****. **'* ******** *******,****** ****** ************** * ******** **** ***. ** prediction *** $**** ** *********, ******** by ****, ****** **** ************ ***** out *** *********** ********* ******* ** the ******.

(1)
(1)
JH
John Honovich
Jun 25, 2023
IPVM

**********: * ** ***** $**** *** have **** ***** ***.

** ** ****** ** *** ***** practical *********** ** ******** * ***** like ****, **** *** ********** *** volume / ********? *** **** **** you ****? ;)

****:**** ********* ** ***** ******* ******

*********** *** ** ******'* *********. *'** been *********** **** ** *** **** to **** ****** ** ***** **** strategically / ************ ***** ******** ***************.

****** ** *** ********:**** ****** *** ****** ************ ********* in ****** *****, ********** **** ******* to *** ******** ************ **** ***** markets.

**'** ********** **** ** ******** **** and, **** ************, ************* ********* **** factors ** ******** ****** **** ***** outperform ***********. *** *******, *** ***-**** style******* *-******* ******** ******* *****/ ****** ****** **** ********** ****. ***** ***********'* ********* ***********, * would ***** ** ***** ** ********* for **** ** **** ** ***** designs ***** *** *********** ******* *** cost ********* ** *** *****.

* ** ***** ************** ******** **** ********* ********** * ***** ****, ** **** it ***** **** * **** ******* line **** **** *******. *******, ***** that ***** ********* **** * *** in *** ***** ***, ** **** not ************* ******* **** ***** ***** them ****** ***** ****** ******.

*** *** **** ** **** **** credit *** *** ******** ******** ** ******** ** **** **** of **********.

(2)
(1)
Avatar
Tony Dong
Jun 25, 2023

** ** ****** ** *** ***** practical *********** ** ******** * ***** like ****, **** *** ********** *** volume / ********? *** **** **** you ****? ;)

**** **** ** ****** ** *** free ***** ***'* *** ***** *** there's * **** **** ** *****-******* driving ** ****** *** ******. *'** made * ****** *****, ****** **** was *** **** ***** ** ** portfolio ***** ****** ****. *'** ***** that **** ** * ****** **** source *** ******* ******* *********** ** the ******** ******** (******* ** ***, Evolve) - ***'** **** *** ********** Research ** ********.

**'** ********** **** ** ******** **** and, **** ************, ************* ********* **** factors ** ******** ****** **** ***** outperform ***********. *** *******, *** ***-**** style******* *-******* ******** ******* *****/ ****** ****** **** ********** ****. ***** ***********'* ********* ***********, * would ***** ** ***** ** ********* for **** ** **** ** ***** designs ***** *** *********** ******* *** cost ********* ** *** *****.

***********. *'** **** **** *****. * know *** ****** ******** ****** **** hands *** *** ****** ** ***** them ***** **** ******. *********** **** run *** ** **** ****** **** can ****** ******** ******** *******.

* ** ***** ************** ******** **** ********* ********** * ***** ****, ** **** it ***** **** * **** ******* line **** **** *******. *******, ***** that ***** ********* **** * *** in *** ***** ***, ** **** not ************* ******* **** ***** ***** them ****** ***** ****** ******.

**** ****** ** **, *** ** the ****** ************ **'** **** ** the ******** *** ****. *** **** you ****, ** *****'* *** *** strategic ****** **** ***** **** ******* lineup *** ***** ***********.

JH
John Honovich
Jun 25, 2023
IPVM

*'** ***** **** **** ** * pretty **** ****** *** ******* ******* investments ** *** ******** ******** (******* at ***, ******)

**** ***** ****** ***** ****** ** due. *** ***** *** ******* ** the **** ****:

IPVM Image

*** **'* **** **** ******* **** its ******** *** ** $*.**.

** ******, **** **** *** ******** of ******* **'* **** ** ***** it ***. *****, * ***'* **** financial *********, **** ** ***** ** the ********* ** *****, ********* *****. I ** ***** ***** *** ****** relatively ***** ** *** ***** ** still ***** (****** **** ******* ****** as **** **** ****, * ******'* be ********* ** *** ***** ******* though * ******'* ** ********* ****** if ** **** ** **** ** issues ****** **** ******* **********).

(1)
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