You'll probably get a better answer from one of the people involved in the project, but I'll take a stab at this.
The right comparison is an airplane not a semi-truck. If you can drive a semi somewhere it doesn't seem like this makes much sense.
It carries substantially less (it looks like ~1/4 the mass), but it looks like you can buy more than 4 of these for the cost of 1 Cessna Caravan (wikipedia quotes a few million dollars for one of those, and the quote in this thread is a few hundred thousand dollars for an airship). You need 0 pilots to move those 4 around instead of 1 to fly the airplane, and the claim seems to be that it's more fuel efficient per kilogram-meter so those 4 should take less fuel too. Moreover you're getting increased flexibility because if you only need a fraction of the weight, you don't need to send all 4. You also get vtol take-off and landing with the airships.
Yep, this is a pretty accurate. If you have a full truckload of stuff, small air freight cannot compete. But if you're trying to move a single pallet, the airship is the best way to do it.
The one thing I'd add is that we deliberately chose 650 lbs to go a size class lower than a Cessna Caravan, because autonomy has enormous benefits for a 650 lb payload aircraft. At that size the pilot alone takes up 1/4 of your payload capacity!
Additionally, operating costs of a semi truck that's going to remote areas are incredibly huge - not only safety equipment, driver pay, but fuel costs as well - that you might be surprised how competitive airships are. Have you looked at the numbers for that? What about building your own lightweight carbon fibre container that is filled and emptied at your location, instead of dropping off the entire package?
The right comparison is an airplane not a semi-truck. If you can drive a semi somewhere it doesn't seem like this makes much sense.
It carries substantially less (it looks like ~1/4 the mass), but it looks like you can buy more than 4 of these for the cost of 1 Cessna Caravan (wikipedia quotes a few million dollars for one of those, and the quote in this thread is a few hundred thousand dollars for an airship). You need 0 pilots to move those 4 around instead of 1 to fly the airplane, and the claim seems to be that it's more fuel efficient per kilogram-meter so those 4 should take less fuel too. Moreover you're getting increased flexibility because if you only need a fraction of the weight, you don't need to send all 4. You also get vtol take-off and landing with the airships.