There are a lot of addresses that should be 'reclaimed' . These days, most enterprises really only need a few public addresses, and many of them are 'sitting on' large chunks of addresses they acquired in the 90s.
I'm sure ISP NAT is at some level worse than home NAT, but the point is, we can scale our IPv4 address space if companies stop, for instance, spending /19's to give every one of their desktops a routable IP address (which are then firewalled off the Internet anyways). We'll simply have to accept some form of self-managed NAT to do that.
I'm fine with that. We're freighting IP with too much responsibility and it's holding us back. We'd have multicast in several different service models by now if people would just stop trying to get Cisco IOS routers to do it for us.
We could go on for a long-time with IPv4 if the above were to occur.