They offer service in lots of cities where there are few, if any alternatives at their price point. For instance, in western Canada, the closest alterantives at most of their POP cities charge literally 10x to 100x as much

People like you are what make these kinds of infrastructure plays such an easy turkey shoot. Look up the market cap and P/E of something like Akamai. I could build out the server footprint for that in 12 months (look up my linkedin).. the peering and lines are the hard part in terms of time and capital.