If we compare the two scanrii, we see that what we need to compare is the sales of images (A€) with
the rental of images (B€) and share of the new A.I. model market, equal to 20% * (1 - X%) * C€.
However, Google is also becoming on earth observation company, which means that it has ability to
bring prices down to a point that Airbus/Beidou/DigitalGlobe barely profits. So, we shoudl rewrite
the equation with A, B and C as profits.
Profits of A become close to zero because of competition. Rental of images has no reason to be much more profitable
than rental of car or of realestate, that is a 4% of A€. We can even imagine a situation in which sales of images
is losing moning and can only be made profitable through rental.
With this in mind, we clearly see that the only sustainable source of revenue is the 20% on the share of the market share (1 - X%) that
Airbus/Beidou/DigitalGlobe will be able to take from Google in the field of A.I. models for earth obervation (C€).