Well, it has to be advertising on apps on a phone. You need more than the cell towers from the phone, if you could get them.
Cuba and North Korea have no traffic layer on Google maps. But there's a few other that don't as well like Yemen and South Korea which is interesting. But I remember watching the protests in Iran on Google maps, which does have the layer.
This would be useful, matching traffic speed to user speed would help with motos and bikes. Other countries might be on Waze or similar.
Or it might only be legal issues their end dealing with data from those countries.
Does one database actually exist or are they tapping in from a number of sources. It all feels a little too sci-fi.