I think what you'll see first is the manufacturers embed the transport layer directly into the hardware and use cheap cellular connections to talk directly to t

I think what you'll see first is the manufacturers embed the transport layer directly into the hardware and use cheap cellular connections to talk directly to the factory. The entire service will be either opaque to the customer, available for a "subscription", or part of a warranty. The last-mine problem of standardizing the link from device to internet is going to be a hard one for a long time to come, IMO.