The only competitor close enough is Google Maps which serves an...

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.