I wonder if they will implement some kind of clawback for orgs that are sitting on large chunks of sparsely used blocks. Old tech companies and colleges come to mind. https://myip.ms/info/ip_ranges_blocks/Major_Biggest_IP_Addre...
As far as I understand from previous discussions, those blocks (1) can't be split among a bunch of providers, since it would bloat routing tables and (2) wouldn't extend the timeline very much, so it's not worthwhile engaging in that fight.
I believe BGP tables are close to crossing a threshold. (768k entries) that breaks a bunch of routers, so they need to address that anyway.