Robert

Thanks for the detail. Of course there are occasional mistakes, but the VNI remains the best study of its kind in the world.
I'm particularly glad VNI provides enough data I can look at different questions. The prediction that U.S. growth will fall to ~37% confirms my conclusion that the spectrum "crisis" is wildly exaggerated in most places. It's easy to see that's true; wireless speeds could not be going up as fast as you measure and project if spectrum shortages were really slowing things down.
In fact, the problem most telcos have today is finding enough customers to use the capacity of their existing networks. The problem is likely to get worse because the technology is enabling capacity building at a ferocious rate. Carrier aggregation is allowing use of currently fallow spectrum, such as the 2300 band AT&T owns. AT&T currently has enough unused spectrum to triple capacity. MIMO/beamforming can at least double that again. There's another 20% possible by sharing spectrum, which Sprint and T-Mobile are doing indirectly for Google's phone service.
Add the capacity of the 13M cable, AT&T and Verizon WiFi hotspots, which can double effective capacity where it's most needed, dense areas. Dish owns enough unused spectrum to build 3 AT&T-sized networks. There's massive capacity coming available in most of the U.S. at 3.5 GHz, an important move by the FCC.
Without a major CapEx increase, it's easy to see a path to increasing capacity 10-25 times even before 5G and M-MIMO.
The engineers are ready to deliver growth well above the VNI traffic estimates. Delivering what's possible is dependent strong, aggressive policy direction, including an FCC that requires efficient use.
The data in the VNI also puts the lie to the contention that more spectrum/wireless capacity will have a large economic impact. As you note, most of the increased demand is for video and music. That's a good thing and can enrich our lives, but does anyone really believe that watching more football and YouTube when you're not at home yields a major income boost?
Thanks, Arielle and team, for some excellent work.