It's a bid odd in that the word "inflection" doesn't appear anywhere in the article.
It happens that I had an article with essentially the same title a few months ago. It goes a bit further toward the implications of the idea of an inflection point in the growth curve. It probably was aimed at a narrower audience, but if you already know what "inflection" means you might find it interesting.
Tim O'Reilly also said something of the sort last December.