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maybe most facebook visits are from mobile and that mobile providers are more likely to have IP scracity issues (my speculation based on the fact that mobile providers tend to do CGNAT more than residential providers).

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The article mentions several factors that seem relevant. Mobile carriers are moving to 100% IPv6 quite rapidly. Facebook doesn't see as much Enterprise traffic, which does seem to be where the biggest lag is (and also why every IPv6 chart has a nights and weekends sawtooth pattern).

"Enterprise" seems to have really embraced the "it's not broken it's compliant" mentality, it's much easier to tell employees "Company policy doesn't allow that" than make any improvements.

We have been here before, it's how the PC got started. Company policy said you couldn't have $14 of mainframe time to save six of your team working it out on calculators over several hours, so you bought a PC with 1-2-3 instead.

It's a version of Newton's First Law of Motion, as much as anything. "A corporation at rest will remain at rest unless acted upon by some outside unbalanced force."

Residential providers had a head start and got their addresses when large IP blocks where still available

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