So? Why does that mean their business model is unsustainable? Do you have a reason to expect that bandwidth consumption will grow faster than the ISPs can keep up or are you just guessing?
Of course I'm guessing. It just seems like an obvious guess to me - specifically, that people's bandwidth usage will start to resemble other utilities. I'm surprised you find it a controversial guess.
I don't necessarily find it controversial, just that I haven't seen enough evidence to suggest that's it is correct. So when people make the statement, I like to find out if they are guessing or if they have more information than I do on the subject. Perhaps that wasn't clear from my initial response.
