Could you clarify, why do you think "200 customers" fails as a meter for largeness ?
Because it assumes that the LIRs applying for address space are following a traditional ISP model in which the customers of the LIR are being connected by the network. In the case of BMW it may be the factories, or it may be the repair centres. In the case of Google it may be some set of replicated server farms in many locations.
What do you think would be a reasonable bar then?
First, I think that it would be more reasonable to have no bar but to have a number of /32 allocations which triggers a policy review. But if there has to be a bar, then perhaps it could be restated as: "the LIR intends to allocate at least 200 /48 blocks within the next two years". On a commercial level, that still allows a new startup ISP who intends to offer IPv6-only network access, to get the addresses that they need for their business plan. But it also allows for all the existing IPv4 network operators, many of whom are not ISPs, to get IPv6 addresses to transition their networks. We don't really know who is going to adopt IPv6 or how they are going to use it so the policy has to avoid making assumptions and avoid unecessary barriers to entry. --Michael Dillon