I have no dog in the IOTA fight (or in cryptocurrencies at all), but FTA:

>On the Internet of Things, edge nodes are mostly low-powered, occasionally connected devices, sometimes with just a few kilobytes of on-device memory. Nobody expects those devices to be in sync with anything. That is, why IOTA has a concept of nodes. Fullnodes and permanodes. These nodes stay in sync with the Tangle. Or, if you consider use cases which require offline-capabilities, even just with subparts of the Tangle, which can be attached back to the main Tangle at a later point...

Andreas seemed to be suggesting that no IoT device would be able to take part in the IOTA network, because his attempt to run a full-node required lots of data.

To be fair, the main argument in the response article is that Andreas's troubles installing a full-node wallet doesn't relate to how an IoT device would use it, so the article's conclusion isn't well established.

All the arguments about "how can something that's pre-alpha be worth billions of dollars" are perfectly valid, but the original article seemed to address IOTA's worth for IoT devices, and seems to have missed the plot on that.