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.