Thermals are finite. This means they have a useful diameter which is smaller than the diameter of the smallest circle most airplanes can fly. The wing loading of a heavy (= full ballast tanks) glider is around 50 kg/m² and is already too high for thermalling competitively on cloudless days with weak thermals.
Compare that to at least 200 kg/m² for anything commercially useful (e.g. Beech King Air B200 or Do-228 with both at 205 kg/m² when at MTOW). Even the Britten Norman Islander at only 100 kg/m² could only fly around regular thermals, not continuously in them. Given an L/D of maybe 15 for light utility airplanes with retractable gear and 12 or less for fixed-gear airplanes, their minimum sink speed with a wing loading of 100 kg/m² is in the order of 2 to 2.5 m/s. In order to gain altitude, the strength of the thermal at a radius of 80 to 100 m from its core must be at least 3 m/s in order to gain altitude (slowly). Still, they would have to circle most of the time and have preciously little time left to cover some distance if their destination is not directly downwind on a regular day in Europe, or need low wind speeds in order to stay in one place.
In order to carry a meaningful payload, the unmanned airplane with a very low wing loading must be large. Since the inner wing flies a much smaller radius than the outer wing, circles of large airplanes cannot become smaller than several multitudes of their wingspan. Even a very lightweight (and fragile!) airplane could at most have 30 m wingspan and weigh at most 800 kg in order to thermal successfully.
Thermals are only possible when the atmospheric lapse rate near the ground is instable. This condition is only met on maybe 20 or 25% of the days in a year and only between noon and several hours before sunset. And between ground and 3000 m on an exceptional day at moderate latitudes. Even 2000 m are already considered good and only possible towards the end of a day. Staying airborne overnight is impossible, except if a mountain and a steady wind are at hand to stay in ridge lift until the thermals are again strong enough on the next day.
In desert areas like inner Australia, Namibia or the US Southwest, stronger and more reliable thermals are possible. Maybe you can thermal with a large and heavy airplane there, but certainly not in Canada or most of Europe. And the density of customers for the services of atmospheric satellites is rather low in desert areas ...
Atmospheric satellites need altitude in order to cover large areas. With only 2000 m everything above a radius of 150 km will already be beyond the horizon when assuming a grazing angle. This also means that many receivers will be behind the shadow of buildings or mountains, so the useful radius shrinks to 23 km with an angle of 5° to the ground. You will need many airplanes to cover a larger area, and doing so reliability will never be possible.
What is still possible is the use of ridge lift, or to fly straight below lined-up clouds on a windy day with thermals. This can help to reduce power or fly faster, and clever pilots do this already if they can.