I find your commentary very interesting TPR given you back two horses. People aren't realising though that the aerial market is huge and it's not a simple car race.
If you look at the online payments industry, most players have done very well including incumbents like PayPal despite having the new competition of Apple Pay, Alipay, Square and Stripe.
NEA Price at posting:
74.5¢ Sentiment: Buy Disclosure: Held
