RE:RE:RE:RE:RE:Provide Automation Kits to Leading Equipment... I judge that what you describe to be most likely.
And PossibleIiiot01 is no idiot. Those wise words describing the MSFT/AAPL arrangement took me back a few decades and reminded me of another technological and business model shift that enabled another emerging market to boom.
Starting in 1990, I became keenly interested in the wireless telecom business, much like I am interested in precision agriculture today. I put my money where my beliefs pointed me when looking for the best opportunities.
The Regional Bell (RBOC) incumbents dominated the industry and supported the TDMA protocol, but upstarts looked like they could break in and take a significant share. It was the same with large established wireless telecom equipment suppliers and upstarts nipping at their heels.
Ag OEMs today have a similar feel as the industry moves towards a heavy emphasis on automation and autonomy using improved communications and software. The upstarts will chip away at their dominance and shape the industry with new approaches/methods, new technology, and new offerings, many in the form of services. Some astute observers label this "Software is Feeding the World."
Take a look at the history of Qualcomm related to getting RBOCs (Ag equivalent OEMs) to accept CDMA. Consider its arms merchant business model built around acquiring, using, and selling embedded IP and collecting royalties. This company and its stock price became a rocket.
https://en.wikipedia.org/wiki/Qualcomm I feel much the same about AJX in 2021 as I did about Qualcomm in 1991, realizing the smaller scale.
Let's hope.