Am curious as to what tech AMX has that NEA does not. Lidar? I am not from the industry and have no idea generally but from my research LiDAR seems like a capital intensive process with a limited total addressable market. Happy to be corrected, also happy for NEA to concentrate on products with a larger TAM and margin.
NEA has spent many years building both frontend and backend systems (from the looks of their employee calibre). I doubt AMX have the same tech maturity as a platform IMO.
NEA is being valued on ACV rather than profit at the moment.
All IMHO and DYOR.
Am curious as to what tech AMX has that NEA does not. Lidar? I...
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