Pinned straw:
@lyndonator Your post prompted me to consult Perplexity. Apparently lots of companies offer fibre optic sensing with a focus on one or the other industry, including Schlumberger and Halliburton. I am not sure what distinguishes Ava's FFS, and they might not be able to actually say themselves, for proprietary or other reasons. Perhaps someone else has dug into it further.
The recent Crowdstrike cock-up provided a nice demonstration of why diversity is useful in security anyway. I guess the proof will be in the pudding for Ava's competitive strength.