The early days of any tech market is chaotic and fractured. In my opinion, the economics of building and sustaining an "alternative" mobile network for IOT from a constrained capital position, like Senet, Ingenu, Sigfox, etc., are really tough. The US is a really, really big country, and to have value for many IOT solutions, the network needs to cover most of the people. This is a Billion dollar undertaking at a bare minimum. Even at $1/node/mo (considered highish for IOT), the numbers just don't work. The Netherlands is probably a different story.
That is why technologies like LoRaWAN will gravitate toward uses where they can be deployed for specific uses, in specific areas. Senet is already pivoting in this direction. Even Comcast doesn't have a nationwide footprint, and thus would be limited in appeal to most large OEM providers.
That said, it is hard to adapt wide area technologies like LoRaWAN for local use (interference, single gateway scalability, firmware/file transfer etc.). This is why we spend so much at Link Labs developing Symphony Link specifically for these "application specific networks."
I'd love a debate, if anyone wants to offer an alternative view.
(I'm on a webinar next week with Ingenu, NWave, and Connit) Should be fun: https://www.brighttalk.com/webcast/727/243903