Absolutely correct. I was vague because the diction of the question-and-answer session was poor in places, so I missed some of the slurred words. I'll revisit the presentation when I have time and good Internet access to replay the mumbled bits. A transcription of what was said would be better still, but I unaware if one exists.
What Google does in the mapping space is something about which I know little, so to avoid the Dunning Kruger effect of opining categorically on matters that I don't know well, I couched my opinion on autonomous vehicles in careful language. The relevant point to me is that Rob Newman said that autonomous vehicles was not a target vertical market for NEA, so I don't expect the two lost customers interested in autonomous vehicles to resubscribe.
NEA Price at posting:
$1.97 Sentiment: Hold Disclosure: Held