Danielle Menichella

In this discussion, Danielle Menichella, a portfolio manager at Sands Capital Management specializing in market dynamics, dives into the evolution of Axon Enterprise from a taser manufacturer to a comprehensive public safety technology provider. She highlights Axon's shift to a mixed hardware-software model, discussing the role of AI in enhancing public safety. Danielle also explores strategic tech acquisitions, the impact of law enforcement budgets on technology adoption, and the company's innovative drive towards improving accountability in policing.