IPv6 NAT

There will be consolidations especially in the provider space but a lot of small and medium businesses that are multihomed with NAT to their providers IPv4 addresses might go PIR. That is the big unknown: how many will go that route or stay with NAT/proxy based Internet access.

I don't see consolidation in route entries for global enterprises. Those will have multiple regional connection points to the Internet and will *need* independent routing for those.