What both analysts appear to be missing it the fact that Google is working hard to create a completely transit-free IPv6 network; as Google puts it in their IPv6 FAQ:
To qualify for Google over IPv6, your network must have good IPv6 connectivity to Google. Multiple direct interconnections are preferred, but a direct peering with multiple backup routes through transit or multiple reliable transit connections may be acceptable.
What do you think? Do these new figures sound more realistic, and would it be a good or a bad thing if Google didn't have to pay for their internet bandwidth at all?"