It has to be better than existing logistics in some way or it won't get used. That could mean it's more reliable, but it probably also means it's at least a bit

It has to be better than existing logistics in some way or it won't get used. That could mean it's more reliable, but it probably also means it's at least a bit cheaper. You're right that the majority of the savings probably wouldn't be realised by consumers until there is more than one player, though. On the other hand, given how many companies are attempting this, that seems like it will happen quite quickly.