They are just taking advantage of current administration's policies (ICE) and AI hype. Their differentiator is gov. contracts (clearance), which is easy to foo

They are just taking advantage of current administration's policies (ICE) and AI hype. Their differentiator is gov. contracts (clearance), which is easy to fool - helped by Sam Altman's AI "doom and gloom" warnings to congress. Look at their competitors and their TAM, all in the red - looks like a short case: https://www.youtube.com/watch?v=pOuBCk8XMC8&t=1769s https://www.youtube.com/watch?v=pOuBCk8XMC8&t=1769s