Fast speeds or high quotas?
The NBN pricing model is a compromise between charging based on speed and data. I would argue that it is speed that will deliver the benefits not higher quotas with slower speeds.
NBNCo require steep rises in ARPU to meet the desired ROI. If iiNet want to see cheaper CVC then AVC will need to rise, suppressing the take-up of higher speeds. Extrapolating from the NBNCo Corporate Plan, the price of CVC is forecast to fall by 2.5 times, while the average data usage grows by 18 times = growth in revenue from CVC of 720% when accounting for price falls.
As of February 26th, 38% on fibre have connected at 12Mbps while a further 38% have connected at 25Mbps. Hardly a justification for FTTP.