Sunday, October 08, 2017 1:27:53 PM
It's clear that there are 2 players in this space. Knightscope and OMVS
There are 3 factors that matter
-Technology
-Financing
-Management
I think that OMVS has the edge in technology, while knightscope has the edge in financing.
It's going to come down to management. Which team can execute? That remains to be seen. My opinion is that all research and DD should be focused on management and their ability to execute. That will be the deciding factor
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