alt Hacker NewsMosaic, the first graphical browser was developed by National Center for Supercomputing Applications. They were of course not bound by dial-up or similar and probably didn't care for commercial offerings of connectivity in their priorities in development.
And before it, slip had been available and standardized for some time.
I would say what drove the adoption of commercial services was the graphical web, not the other way around.
I think the point I would want to make is the commercial availability of IP addresses drove the graphical browser adoption.
I read about graphical browsers in MacWeek in an article about SoundWire. This was a website that was selling music on the web. I believe fulfillment was through snailmail. There headquarters were in a Brooklyn apartment. I somehow contacted the owner (Joe a friend of Dang) and took the subway to his apartment to see a graphical browser in action. I don't know how long it took to actually get my own IP address but I know it took me a few days to get a MacPPP connection to actually work over slip.