I beg to differ: it's a competitor for custom devices needing to transfer small amounts of data without regulatory hurdles, with the drawback of spotty connectivity given the current coverage map.
But for a moving device (ex: truck) transmitting locally stored data without latency concerns (ex: IOT temperature readings for a frozen cargo) I think it would be much more efficient, with far more coverage: you could have a $20 LORAWAN ESP32 built in individual boxes.
Think of this like Apple airtags, using a mesh network to intermittently transfer data on a best effort basis, but hooked to custom sensors so you fully control the payload
