NEA. OK, I've done my "intensive research". Same space as Google...

NEA. OK, I've done my "intensive research". Same space as Google Maps but entirely different model. They are aiming for the professional map user rather than recreational browser.

They are charging by subscription and it's not cheap. Hard to put a valuation on it given the business model and the "tech" component. Your only friend is the chart imo.

Qrtly cashflows will make or break.

I would like it better if they had some proprietary software?

Been on the radar and well done to early adopters.

Needs another chart from Pete pls.