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nick noone

T2 · manager / operator

Co-founder of Peregrine; previously ran Palantir's SOCOM unit deploying to high-stakes intelligence operations in the Middle East.

4 calls·4 names·25% bull·last heard 24 days ago·Sequoia Capital
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
$PEREGRINEPeregrine

Peregrine inverts public safety data model: integration over collection

Peregrine reverses the traditional public safety software model by integrating existing data rather than collecting new data, providing secure governance and AI-driven precision without centralizing sensitive information.

Sequoia Capital2026-09episode →
2ndmedium conviction
$AXONAxon

Axon's data collection model vulnerable to inversion by integration-first platforms

Axon and similar public safety companies build moats through passive data collection and hardware installation, but this model is being inverted by platforms that integrate existing data with AI-driven governance, reducing the value of pure collection.

Sequoia Capital2026-09episode →
3rdmedium conviction
$PLTRPalantir

Palantir's eight-figure contract model leaves 10,000 cities unserved

Palantir has successfully scaled forward-deployed engineering but only serves large agencies with eight-figure budgets, creating a vast unserved market of smaller municipalities that Peregrine targets with a vertically integrated, lower-cost platform.

Sequoia Capital2026-09episode →

most discussed · click a bar to filter

  • $AXON
  • $PEREGRINE
  • $PLTR
  • $FLOCK

recurring themes

  • Cybersecurity1
  • Government Technology1
4 total
$AXON
···
Axon
MEDnick noone·Sequoia Capital·24 days ago·Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph
Axon's data collection model vulnerable to inversion by integration-first platforms
Axon and similar public safety companies build moats through passive data collection and hardware installation, but this model is being inverted by platforms that integrate existing data with AI-driven governance, reducing the value of pure collection.
"most of the companies that have come before us um have built their business like fundamentally on the back of data collection. So the idea that um a hardware or a software solutio…"
18:25
$PEREGRINE
Peregrine
HIGHnick noone·Sequoia Capital·24 days ago·Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph
Peregrine inverts public safety data model: integration over collection
Peregrine reverses the traditional public safety software model by integrating existing data rather than collecting new data, providing secure governance and AI-driven precision without centralizing sensitive information.
"Paragrin is like the inversion of that entire model. The idea for us is we're we're fundamentally in the business of joining disparit information to provide a more secure properly…"
18:25
$PLTR
···
Palantir
MEDnick noone·Sequoia Capital·24 days ago·Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph
Palantir's eight-figure contract model leaves 10,000 cities unserved
Palantir has successfully scaled forward-deployed engineering but only serves large agencies with eight-figure budgets, creating a vast unserved market of smaller municipalities that Peregrine targets with a vertically integrated, lower-cost platform.
"the other company that notoriously has scaled this motion, Palunteer, which notoriously doesn't take anything less than eight figure contracts."
41:04
$FLOCK
Flock Safety
MEDnick noone·Sequoia Capital·24 days ago·Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph
Flock's license-plate data collection model faces integration-first disruption
Flock's business model relies on deploying sensors to collect new data, but the emerging paradigm shifts to integrating and governing existing agency data, making pure collection plays less defensible.
"most of the companies that have come before us um have built their business like fundamentally on the back of data collection. So the idea that um a hardware or a software solutio…"
18:25
8
Cybersecuritytailwind
Data sovereignty and permissioning become the moat for public sector AI
The winner in government AI will not be the best model but the platform that enforces granular, auditable data governance—preserving agency ownership, enabling selective sharing, and preventing central panopticon fears—turning compliance into a structural advantage.
8
Government Technologytailwind
Forward-deployed engineering becomes R&D engine for govtech scale
Embedding engineers directly in municipal agencies creates a virtuous cycle where frontline problem-solving feeds product primitives and unique applications, turning deployment from a cost center into the core innovation engine that enables scaling to 10,000 cities.