The only competitor close enough is Google Maps which serves an entirely different purpose.
It is one of a kind business and to say they will have competitors in the near future is blatant downramping.
I have heard NEA popup more than twice amongst fund managers and you will see a lot of fund managers looking at NEA this year.
It wont surprise me if they are buying right now.
NEA also got named 15 on top SC list.
Probably a new product launch heading this way.
Good luck.
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