First, the supply side: if you read this article through, you saw the demand curve inflections at the classful-classless change and at the NAT change. Downthread someone already mentioned carrier-NAT, which is one more potential inflection. But there are others; the biggest could be a liquid market for routable blocks. There are large companies pointlessly squatting on huge allocations; some of them assign routable IP addresses for every desktop in their network, despite (sanely) firewalling them off entirely from the Internet. A market for IP addresses would make that waste expensive and return potentially large numbers of addresses back to general use.
Second, the demand side: It will no doubt enrage HN nerds to hear this, but most Internet users do not need a first-class address. In fact, it's possible that most Internet users are poorly-served by first-class addresses! They never take advantage of them, but holding them exposes them to attacks. Because mass-market application developers in 201x have to assume large portions of their users don't have direct Internet connectivity, technology seems to be trending away from things that require it, and towards tunneling, HTTP-driven solutions, and third-party rendezvous.
Finally: Who says IPv6 needs to be the future? Bernstein's summary[1] of the problems with transitioning is getting old, but the points in it seem valid. If we're going to forklift a whole new collection of libraries and programs onto everyone's computer, why don't we just deprecate the whole IP layer and build something better. I don't think I see the reason why IP can't just be to 2020 what Ethernet was to 1990: a common connectivity layer we use to build better, more interesting network layers on top of.
The core functionality of the IP protocol has served beautifully over the last 20 years, but the frills and features have not. IP multicast is a failure. IPSEC is a failure. QOS is still a tool limited to network engineers. We barely have anycast.
These are all features that would be valuable if they work, but that don't work because the end to end argument militates against them --- their service models evolve too fast for the infrastructure to keep up, and they're pulled in different directions by different users anyways.
We can get new features and unbounded direct connectivity with overlay networks. We have only the most basic level of experience with overlays --- BitTorrent, Skype --- but the experience we've had seems to indicate that if you have a problem users care about, overlays tend to solve them nicely. We should start generalizing our experience with successful P2P systems like Skype and pull in some of the academic work (like the MIT PDOS RON project) and come up with a general-purpose connectivity layer that treats IPv4 like IPv4 treats Ethernet.
Special bonus to that strategy: Verizon and AT&T don't really get a say in how those overlays work, and nobody needs to wait for a standards committee to agree on whether things are going to be big endian or use ASN.1 or XML.