Joel has always seen things from Microsoft's point of view. And we are actually living in the world he mocked: both hardware and software, on the server side, have been largely commoditized.
He didn't mock the world, he mocked Sun's strategy and it played out exactly like he said causing Sun to die off.
One could say Sun read the tea leaves of the industry correctly, they just didn't couldn't shed their history quickly enough to execute on it. Cloud services are the new proprietary and Sun had begun building that shortly before Oracle came knocking.
Sun got its dream come true (and `the network is the computer', too), but it lost as a company.