Part of the backstory here I think is that ALPR cameras are a commodity technology. They're not defensible by themselves medium term; the market will go to whoever ships the cheapest most reliable cameras with the best pre-sales team, which is a tough space to compete in. For Flock to defend a growth-stage startup valuation, it needs to come up with value-adds.
For a while it looked like that was going to take the form of single-pane-of-glass fusion products (think: Grafana for public safety orgs), but post-AI that seems pretty hard to defend too; Axon doesn't need deep roots in SFBA tech culture to compete on that anymore.
I don't think Flock is going to care that much about profit and growth. Their CEO seems to be a true believer, as opposed to the typical SVer whose god is cash. And at this point they need to win hearts and minds a lot more than they need new installs.
Data is the real product (the whole point of this is having a large network of correlated data, not just putting one security cam in an office), so at some point the Ring<->Flock combo may be proposed again, probably as Flock acquiring Ring (if they get the cash together). Ring was un-ironically marketed as "pre-crime", which is basically Flock for doorbells.
Don't they have network effects? Let the locals search the next few towns over?
Obviously this diminishes with distance; there's not a lot of benefit to Denver sharing with Minneapolis.
They do, but it's unclear how defensible they are. You don't have to operate Flock cameras to get access to Flock data (or Axon date) from neighboring municipalities; Flock even operates (last I checked) a subscription product for doing queries on their sharing network without their cameras installed.
For a while it looked like that was going to take the form of single-pane-of-glass fusion products (think: Grafana for public safety orgs), but post-AI that seems pretty hard to defend too; Axon doesn't need deep roots in SFBA tech culture to compete on that anymore.
So I guess expect a lot of wacky ideas.