I work for a company with a very similar customer base (LiveEO), but we focus on satellite data. Your blimps look really cool and I like the storage/buoyancy idea. LiveEO actually started with drones and satellites, but quickly switched to satellite only, mostly due to regulatory issues. Not only do some countries have strict requirements on UAVs, but a lot of infrastructure companies are not crazy about the risks associated with flying them near their infra.

But, like crubier's comment, some notes and questions:

- How big is you data/ML team? you are going to be collecting loads of data, so storage and processing will be quite a feat. Or are you selling raw data?

- I hope you have quite a bit of runway. The customers you are courting are hella conservative so getting someone to take you on for an actual contract (not a PoC) is gonna take a while.

- Which geographic markets have you identified as viable given the strict regulations on beyond line of sight flight for UAVs?