1. Pretty much sums up AMX competitiveness:...

1. Pretty much sums up AMX competitiveness: https://www.copyright link/markets/equity-markets/aerometrex-boss-boasts-of-far-better-tech-than-bigger-rival-nearmap-20200804-p55i99
LIDAR: AAM Group is the leader in this segment, AMX #2
2D Aerial Imagery: Nearmap is the encumbent, pretty much AMX is a budget version, Nearmap charges an arm and a leg, AMX doesn't really have a tech advantage just taking a share out of Nearmap's monopoly.
3D: market leader in terms of resolution resolution arguably globally, Only co. I've seen with comparable quality is this European business https://www.linkedin.com/posts/igi-systems_technology-innovation-vr-activity-6813836612313645056-1woB

2. Although they have had deals with Microsoft & Google, there not really financially material i.e. <100,000 , they've pretty much made small purchases just for novelty internal R&D. Although it sorta verifies their market leading 3D quality, don't really know what their use case would be other than ripping off AMX tech. This article is nine years old: https://www.reuters.com/article/us-google-maps-idUSBRE85516020120606 . Maybe Google will make a larger entrance into the 3D market one day but it will probably be independent of AMX.