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garrett langley

T2 · manager / operator

Electrical engineer from Georgia Tech who started Flock Safety in 2017 after a neighborhood crime went unsolved. Grew the company to 6,000+ city contracts, ~$500M ARR, and profitability by building an integrated camera, drone, and software platform for law enforcement and enterprise security.

7 calls·6 names·43% bull·last heard last month·All-In Podcast+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$FLOCK-SAFETYFlock Safetyposition

Flock Safety hits $500M ARR covering 50%+ US population with camera+dronenetwork

Flock has built a dominant public safety platform with 6,000+ city contracts, ~$500M ARR growing from zero in 7 years, profitable core business generating hundreds of millions in operating cash flow, expanding into corporate security ($100M+ ARR) and drone-first response (hundreds of cities). The network effect across fragmented US law enforcement creates a defensible moat.

Stripe2026-03episode →
2ndmedium conviction
$HIKVISIONHikvision

Chinese state-subsidized Hikvision undercuts Western public safety vendors on price, raising data sovereignty concerns

Hikvision, described as a CCP subsidiary, bid ~10x lower than Flock for a Mexico City-scale deal because of federal subsidies. The Mexican government chose Hikvision despite data sovereignty risks, illustrating a geopolitical headwind for US vendors in emerging markets.

Stripe2026-03episode →
3rdmedium conviction
$LOWLowe's Companies

Lowe's shrink falls by an order of magnitude with Flock

Langley said Lowe's, a Flock customer, reduced shrink by an order of magnitude to the point that it is no longer a material problem.

Stripe2026-03episode →

most discussed · click a bar to filter

  • $FLOCK-SAFETY
  • $HIKVISION
  • $LOW
  • $WDC
  • $AXON

recurring themes

  • Government Technology4
  • AI Regulation & Policy4
  • Robotics & Physical AI3
  • Tech Regulation & Antitrust3
  • Cybersecurity1
7 total
$FLOCK-SAFETY
Flock Safety
HIGHgarrett langley·All-In Podcast·last month·Mass Surveillance, Police Misuse, and Who Controls Your Flock Cameras with Flock CEO, Garret Langley
Flock Safety CEO details 6,000-city footprint, drone expansion, and privacy-first strategy amid backlash
Flock Safety has become the market leader in automated license plate readers across 6,000+ U.S. cities, solving 1M+ crimes annually, while expanding into drones and live video; the company is enforcing privacy-first defaults (7-day retention, mandatory audit tools) to maintain democratic legitimacy and preempt regulation.
"That's great. Yeah, Jason, thanks for having me. Um, so I started the company nine years ago with a pretty simple mission, which is to live in a safer neighborhood. And that was o…"
2:33
$HIKVISION
Hikvision
MEDgarrett langley·Stripe·7 months ago·Garrett Langley of Flock Safety on building technology to solve crime
Chinese state-subsidized Hikvision undercuts Western public safety vendors on price, raising data sovereignty concerns
Hikvision, described as a CCP subsidiary, bid ~10x lower than Flock for a Mexico City-scale deal because of federal subsidies. The Mexican government chose Hikvision despite data sovereignty risks, illustrating a geopolitical headwind for US vendors in emerging markets.
"We pursued one really big deal last year in Mexico, and we had support from one of our investors... We got all the way to the finish line, and it was us versus Hikvision. Hikvisio…"
49:39
$LOW
···
Lowe's Companies
MEDgarrett langley·Stripe·7 months ago·Garrett Langley of Flock Safety on building technology to solve crime
Lowe's shrink falls by an order of magnitude with Flock
Langley said Lowe's, a Flock customer, reduced shrink by an order of magnitude to the point that it is no longer a material problem.
"Now, Flock customers are doing really well. And Walmart aren't neophytes at this stuff. Yeah, we'll get there with Walmart. But you look at some of our partners like Lowe's, their…"
41:36
$WDC
···
Western Digital (SanDisk)
LOWgarrett langley·Stripe·7 months ago·Garrett Langley of Flock Safety on building technology to solve crime
AI data-center buildout drove 3-4x spot price surge for SanDisk NAND, signaling memory supply chain tightness
Flock's supply-chain team saw a critical SSD component jump 3-4x in price when a hyperscaler (likely Apple/Samsung) placed a massive order for AI servers. Western Digital stock subsequently rose ~12x, confirming the demand signal.
"Our supply-chain team came to us like six months ago, and they were like, solid state memory is getting really expensive. We had this one part that was in our cameras and the pric…"
73:51
$AXON
···
Axon Enterprise
MEDgarrett langley·Stripe·7 months ago·Garrett Langley of Flock Safety on building technology to solve crime
Axon at $40B market cap is Flock's primary public competitor across cameras, body cams, and evidence management
Axon (formerly Taser) went public in 2005, rebranded in 2012-2015, acquired body cam vendor for NYPD contract, now competes directly with Flock on fixed license-plate readers and evidence software. Flock sees every city deal as a three-way standoff with Axon and Motorola.
"Second one would be Axon. You know, I said public in 2005, about a $40 billion market cap. Where did they come out of? ... They bought a company that had just won the contract for…"
55:55
$FLOCK-SAFETY
Flock Safety
HIGHgarrett langley·Stripe·7 months ago·Garrett Langley of Flock Safety on building technology to solve crime· position
Flock Safety hits $500M ARR covering 50%+ US population with camera+dronenetwork
Flock has built a dominant public safety platform with 6,000+ city contracts, ~$500M ARR growing from zero in 7 years, profitable core business generating hundreds of millions in operating cash flow, expanding into corporate security ($100M+ ARR) and drone-first response (hundreds of cities). The network effect across fragmented US law enforcement creates a defensible moat.
"Then the business has gone from zero to about 500 million in ARR in the last seven years. Building cameras, drones, and selling them to the government, which is like three strikes…"
10:16
$MSI
···
Motorola Solutions
MEDgarrett langley·Stripe·7 months ago·Garrett Langley of Flock Safety on building technology to solve crime
Motorola Solutions ($90B market cap) dominates land-mobile radio and is aggressively consolidating public safety tech with 40 acquisitions in two years
Motorola is the 120-year-old incumbent with ~80% global landmass radio share. They are the largest competitor across every Flock product line and are using their distribution advantage to acquire adjacent technologies (40 acquisitions in 2 years), signaling industry-wide consolidation.
"It's Motorola, who's the biggest. They're about a $90 billion market cap, 120 years old. Invented the radio, still are the… I think they have 80% market share globally of landmass…"
55:08
9
Government Technologytailwind
Fragmented US law enforcement creates massive consolidation opportunity for integrated safety OS
The US has 17,000+ independent police departments that historically cannot share data (cloud only legalized in Florida 2022, Maryland 2023). Flock's network connects 6,000+ cities, enabling cross-jurisdiction investigations (e.g., 76 arrests across 4 states). As VC funding floods the space, Motorola (40 acquisitions/2yr) and Axon (5 acquisitions/yr) are consolidating; Flock expects most VC-backed point solutions to fail or be acquired.
8
Government Technologytailwind
Flock Safety scales to 6,000+ cities via city-council sales motion, proving GovTech can achieve venture-scale
Flock Safety demonstrates that selling public-safety hardware and software to local governments can yield a venture-scale business: 6,000+ city contracts, near-zero historical churn, and a repeatable motion of attending ~10,000 council meetings per year. The company raised capital in 2024 despite the traditional difficulty of GovTech exits, signaling investor appetite for mission-critical municipal infrastructure.
8
Government Technologytailwind
Flock Safety proves GovTech can scale via city-by-city sales despite 10,000 council meetings a year
Flock's success in 6,000+ cities demonstrates that persistent city-council engagement can overcome GovTech's long sales cycles, and strong privacy defaults create a defensible moat against less scrupulous competitors.
8
Government Technologytailwind
GovTech sales cycle requires 10K city council meetings annually but creates durable moat
Flock Safety attends ~10,000 city council meetings per year to sell to local governments, a grueling process that deterred VC investment for years. The last GovTech company to go public was 20+ years ago. This high-friction sales motion creates a massive barrier to entry once a company achieves scale across 6,000+ cities.
8
Cybersecuritytailwind
Flock deploys ML-powered audit assistance to detect police abuse patterns, turning surveillance data into accountability layer
Flock Safety built an 'audit assistance' tool that uses its own crime-solving data to model normal vs. abusive query patterns (e.g., repeated searches for a single plate without hot-list entry). In four months it surfaced 'a ton' of officer misconduct, leading to firings in Georgia. The feature is now mandatory for all customers, establishing a new standard where surveillance vendors are expected to police their users' misuse — a model that could extend to body-cam, drone, and facial-recognition platforms.
8
AI Safety & Alignmentrisk
AI in 911 systems poses unacceptable risk without human-in-the-loop
Deploying AI agents for 911 emergency calls is reckless due to hallucination risk and lack of controllability; Flock deliberately avoids defining suspicion via AI and insists on human-in-the-loop for all public safety decisions.
8
Robotics & Physical AItailwind
Flock's drone unit becomes fastest-growing revenue stream by de-escalating 911 responses from rooftops
Drones launched from police precinct roofs reach scenes in under a minute, use 40x zoom to assess threats (e.g., lighter vs gun), and prevent dangerous police confrontations — a scalable robotics model for public safety.
8
AI Infrastructuretailwind
LLMs orchestrate 911 dispatch and investigative workflows, turning understaffed departments into force-multiplied units
Police departments operate at 40-50% staffing. Flock's 'amplified intelligence' layer uses LLMs to ingest 911 audio in real time, auto-generate investigative leads, correlate camera feeds, and pre-package cases for detectives. This is a vertical AI application with immediate ROI: one city cut drone response from 7.5 min to 68 sec.