This sounds like a cynical take on their motives but is actually just buying into the narrative the ISPs have pushed that these caps are because the bits are limited and caps introduce fairness.
https://arstechnica.com/tech-policy/2018/06/comcast-says-it-...
In actuality Comcast has outright said it's a business decision, not a technological one, and at&t said uverse had no need for caps unlike their old dsl network and then added them anyways.
It's rent seeking, plain and simple. The exact same way that the extra cable fees go up multiple times a year outside the advertised contract price and uncorrelated with inflation, government requirements or broadcast carriage fees.
And then they spin it as fairness for the heaviest users to pay more and justify it as only 1 in 20 people have to pay it anyways, so, hey, don't worry about it.
I called Comcast to complain and try and avoid paying the ETF (it was at $180 because I signed a 2 year contract) with some kind of benefit: remove my data cap, drop my rate, something. They wouldn't budge an inch. Told me I was already getting a promotional price from them and that the data cap (which I'd already hit 2 out of their 3 grace overages) was non-negotiable.
Switched to the alternative provider, and I can't be happier. Looking forward to Comcast dropping their rates and/or data cap, but I'm hoping that I never have to be their customer ever again.
Comcast doesn't consider local(ish) providers as competition, this really only applies to Verizon etc.
I haven't seen more recent studies on this, but as of 2014, U.S. providers were less overprovisioned than ones in Europe: https://www.law.upenn.edu/live/files/3352
> During peak hours, U.S. actual download speeds were 96% of what was advertised, compared to Europe where consumers received only 74% of advertised download speeds. The U.S. also fared better in terms of latency and packet loss.
The report you link to is unfortunately also woefully outdated, it's from 2014 using data from 2011.
I discovered when I had someone's son staying at my house that watching Netflix all day at maximum quality settings will burn through that in a little over 3 weeks. Approximately 3GB an hour is consumed.