
Josh Isner
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Aug 13, 2026
Episode 25: Josh Isner on Axon "Firing on All Cylinders"
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2:05DrowsyHOST
So I was hoping you could kind of walk us through the journey to capturing those different markets.

Josh IsnerGUEST
And so for us, we're focused on life-saving use cases for drone technology and counter drone.

Josh IsnerGUEST
When a 911 call comes in, let's say a suspect is on the loose with a firearm or something like that, the ability to quickly get a view of what's going on before a police officer can drive through traffic and try to locate the person and that assumes they're on a sidewalk or public road and not in a setting like the woods or something where you can't drive to them.
11 MINS LATER
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14:22BearHOST
But that's a lot of animal incoming.
TDN Business Hour: With AI, “Two or Three Years from Meaningful Change”
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Najja ThompsonHOST
can you tell us more about your background getting into thoroughbred racing and your day job as well

Josh IsnerGUEST
sure thing so uh ultimately uh i run a company called axon i've it's the only company i've ever worked for i've been uh at uh at axon since 2009 i graduated college that year and drove straight across the country from boston to arizona and got started there At that time, we were manufacturing taser devices, the yellow guns you see that police officers wear.

Josh IsnerGUEST
Our goal is to obsolete the bullet in policing, meaning we can make a taser so good that a police officer never has to take somebody's life with a gun.

Josh IsnerGUEST
That business has evolved now into, we started putting cameras on the tasers and that started to show how they were being used in the field.

Najja ThompsonHOST
And were you trying to solve a specific problem when you were looking to implement AI into how you operate your horse racing ownership experience? Or is that something that just naturally came along as a technology has developed rapidly through the last year or so?
Securing the World Cup & Counter-Drones Take Off
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2:19Ann BerryHOST
So before we get into the guts of your recent earnings and what you're up to, just give us a little bit of an overview, if you don't mind, on Axon's history and the different services that you offer, and to whom, 'cause there are some surprises in there.

Josh IsnerGUEST
And, uh, ultimately, Axon, we view ourselves as the operating system of public safety, essentially a network of software, sensors, AI, and people that drive outcomes, uh, in, in the public safety space and beyond that, that people value and care about.

Josh IsnerGUEST
Whether you're a police officer or a community member or, or anyone else, uh, we wanna make sure everyone goes home safe at night.

Josh IsnerGUEST
And the way we do that, uh, is through a variety of tools that we offer our customers.
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4:28Ann BerryHOST
Explain what counter-drone tech is, if you don't mind, and its, its uses here in the United States.
AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa
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67:58JordyHOST
Yeah.

Josh IsnerGUEST
And so, when you go into public safety or, uh, defense tech or, you know, this, this segment, you really have to be confident you can build something for the long term where you can win the majority of the users on your platform.

Josh IsnerGUEST
And so, uh, you know, we look at this, like, "Hey, you know, there, we start with the most talented teams we can find, and then the most product synergy." And so, with a company like Prepared or one like Fusus that we acquired last year, we really believe we can help accelerate their growth by plugging them into our ecosystem and, you know, the products nicely play off each other.

Josh IsnerGUEST
And, uh, you know, with police, they wanna outsource as much of the technology as they can.

Josh IsnerGUEST
They don't wanna build things internally, uh, to s- uh, you know, to, to capture their use cases.

Josh IsnerGUEST
And so, when we can show up with a really nice end-to-end workflow from what we call capture to courtroom, uh, that, that really has a lot of value to our customers.
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72:19JordyHOST
What are you guys doing on that front? It's a tough market because fires are so unpredictable, um, but certainly feels important.