Maybe it's just me but that is as clueless a post as I have ever seen from Andy. He misses the boat completely. Maybe he wasn't feeling like himself when he posted it. "Clueless" is a strong word, but I understand what you mean.
I wasn't impressed with the post two years ago.
I just went back and read it again...when you look at the observations, and you look at how things have evolved in the last two years, it's not exactly prophetic. A "follow-up", based on where things are right now, might be an interesting little exercise. ;)