Just my take on the current situation and announcements regarding MTA.The 2 different players are not competing for the ADO tech. Each player is testing the ADO tech with their own products to see if it works, is compatible and whether its use will give them an advantage in the market place. It is not a given that this will actually happen. The 1st MTA was announced on 6/8/18 with no outcome being announced to date so it would appear that some time and a lot of testing and due diligence is required.
Even if it is of use to one of these players, what is it worth revenue/profit wise to ADO? Who knows?