I'm skeptical of the scalability.
On paper, it sounds like a good idea. Competing in air freight for medium speed / cost makes sense. Fuel for an airship is probably easier on emissions than bunker fuel used for freight ships.
Buoyancy is what I'm struggling with. We don't have an unlimited supply of helium. Thermal airships don't seem to be any faster than cargo ships. Hydrogen is too combustible.
So maybe this does have potential to carve out a small part of the market, but I can't foresee this being a huge disruptor in the global supply chain