Another take: what does it offer companies? They don't really want interoperability. Google, Apple, Alexa are the gravitational forces, and most mainstream devices already support them. Matter makes device maker's platform/own device portfolio aspirations weaker.
for a smart home device company who wants to be the platform by means of vendor lock-in, it offers them nothing. but that's not everybody, and hopefully the companies trying to do that fail.
for companies that make some appliance and don't have aspirations to be a smart home platform, matter and thread gives them an easy way to get their device into the apple or google home apps and check off the "smart" box on the spec sheet without having to build an app and run servers.
