Sorry, just to clarify this. The argument here is that by having too many customers in a very dense area companies are unable to invest in infrastructure to serve those customers economically?
Serious q: would investing in infrastructure solve this problem? Is there enough bandwidth / switching capacity to cram 8M people into one small area and still have reasonable latencies? I provided the analysis as a reason why there might be an issue, not a definitive claim, which is why I carefully chose my words.