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Telenav (TNAV) is a leading provider of location-based products and services for automobiles. Ford (F) and General Motors (GM) are their main customers, representing 55% and 18% of total revenue in FY2019, respectively. The big question that we have to ask is - will Google (GOOG) (GOOGL) replace Telenav? In September 2019, Google and General Motors announced that they are working together to install Google’s voice assistant and apps into GM vehicles beginning in 2021. Telenav's stock promptly fell by 44.8% on that same day. Investors realize the potential impact and what this