The findings from Thousand Eyes seems reasonable and data driven,
but Mr Barker's article on that report seems to have reached the
wrong conclusions and added a sensational headline that doesn't jive
with the data at all (IMO).
My take on the Thousand Eyes findings: ISP's performed more planned
upgrades in March-June than they did in January. Covid may have been
a kick in the butt for ISPs to finish projects that were already in
the works or start new upgrade projects. Nothing to see here.