I don't doubt the congestion is real, as consumption - especially data consumption - rapidly expands to fill its container.

I might suggest that some of the early adopters and insiders are receiving subsidy rates in order to goose Elon's investor briefs on adoption. And the folks on the back end who are eating the exploding prices exist to pad Musk's proposed future revenue estimates.

"We added 10,000 people a day for the last 30 days, even as we raised rates from $10/day to $100/day!" tells a very attractive story to investors without tipping your hand and revealing what the next 30 days will look like. But it also becomes a kind-of self-fulfilling prophecy, when it results in banks giving you another hundred billion dollars in low-interest credit to expand your network.