What I think (or at least hope) that this post is missing, is the ever-growing opportunity cost of having a population of people that are flat out unable to access your service. Google's IPv6 page currently has almost all of Africa at near-0% v6 adoption, but this map https://data.worldbank.org/indicator/IT.NET.USER.ZS?view=map shows a lot of African countries that still have low internet access. With such a long way to go towards full access, and in a lot of countries, exponentially rising populations, could a lot of African ISPs give up on the cost and/or CGNAT complexity of trying to magic up so many new IPv4 connections, and go all in on v6? That's only my layman speculation though.