And how would they have gotten first-hop connectivity without IPv6?
Comcast added IPv6 many years ago on their wired ISP side because they ran out of IPv4 for TR-069 management, and they had way fewer subscribers (at least at the time) than many mobile telcos.
And that half of the Internet is also some of the most bandwidth intensive stuff: Youtube, Netflix, Instagram. The CG-NAT hardware costs of streaming would be huge.
No reason you can’t carry IPv4 over any protocol you want. Multi tennant vxlans can carry whatever you want over your base network. Maybe an IPv6 underlay makes sense there, doesn’t really matter