Excellent point. I would have missed that myself. And you combine that with the fact that security guards work very long unusual shifts, and it's basically inevitable that humans will miss something. So it's a great solution that integrates with old-school security systems.
They don't need to replace what works - they are just enhancing what is already there. It's a significant total addressable market for any industry that uses surveillance (shopping centres, prisons, banks, supermarkets...)
SoftBank probably thought the same thing which is why they have now taken a stake.
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