AI Perimeter

Cargo theft is a massive and growing crisis for the American economy, with losses reaching up to $35 billion annually and a 1,500% surge in sophisticated "strategic theft" since 2021. Despite being the industry most targeted by organized crime, trucking and logistics has been slow to adopt AI-powered surveillance tools that could effectively combat it.

The episode features Ed Burnett — a veteran security executive with over two decades protecting large-scale logistics operations — joining Lauren O'Brien to explore why that adoption gap exists and what it will take to close it.

AGC Partners has closed more technology M&A transactions than virtually any boutique investment bank in the country, and remote monitoring has become one of the most active corners of their deal flow. John Tinkham brings a perspective that operators rarely get: what serious acquirers and investors actually see when they look under the hood of a remote monitoring business.

In this episode, John breaks down what separates the companies commanding premium valuations from those stuck competing on price, where the capital is flowing and why, and how AI is reshaping what a remote monitoring business is actually worth. This is the episode for anyone who wants to understand not just how to build a great remote monitoring company — but how the market values one.

James, Lauren, and Ed Burnett just walked the floor at the largest security conference in the world — and they're bringing back everything worth knowing. Ed brings rare credibility to the debrief: two decades as VP of Security and Global Fraud Investigation at UPS, a background as a Military Police officer, and recognition as a security expert by Forbes, The Independent, and U.S. News and World Report.

Together they cut through the vendor noise on AI-powered video analytics, access control, and the convergence of IT and physical security — telling you what's genuinely signal and what's just hype.

From computer vision to large language models, AI is moving from simply “seeing” to actually understanding what is happening in the world. This episode explores how different AI models interpret visual and textual data together, what that means for new products and business models, and why these capabilities matter to retail investors tracking the next wave of AI adoption.​

AI-powered cameras, drones, and robots are upon us! Join our discussion on how organizations protect people, property, and data worldwide, opening new fronts in both automation and risk. This episode breaks down what is real versus hype, how these tools work together in modern security programs, and why the global market for AI-driven security solutions is expected to expand significantly over the coming years.​

Even the smartest AI misses context that humans catch. This episode unpacks how “human in the loop” models keep AI security systems accurate, fair, and trustworthy, and why that blend of automation plus judgment is shaping which AI companies ultimately scale in the enterprise.

In this episode, host and CRO Lauren OBrien, CEO James McCormick and CFO Greg Smitherman break down how security cameras plus AI are quietly turning into powerful data tools—cutting losses, improving operations, and reshaping how investors think about brick‑and‑mortar risk. Listeners learn how Cloudastructure fits into this shift as a real-world case study, without pitches or hype, just practical examples and questions an informed retail investor should be asking.