“We kind of have two parts of the business. One is surf forecasting. The second piece are the cameras and the camera technology that we're developing. There are interesting synergies between the camera technology we're developing and surf parks.”

Cams + forecasts — physical camera network is the actual moat

Surfline's real moat isn't software — it's a 38-year-old proprietary camera network at thousands of breaks worldwide. Competitors can copy forecast models; they can't copy the physical infrastructure. The same cam tech now extends into surf-park partnerships, turning consumer infrastructure into B2B leverage.