kk site hacked!
Too bad, because it's a good question that deserves thought.
Assuming KK considers both critical dimensions of this phenomenon -- capacity and cost -- then the argument for inevitability actually hinges on the much broader and more controversial question of whether markets always work, i.e., whether (1) the emergence of competition and related market dynamics is inevitable in all digital technology product markets, and whether (2) those dynamics are certain to assure that such products will continue to be available to the rest of the market at prices that consistently track their ever-diminishing production costs.
Given the fact that pricing for many products and services that are subject to Moore's Law effects varies hugely by geography -- and the fact that many such variations cannot be explained away based on other factors (e.g., availability of other inputs, transportation costs, national regulations, etc.), it seems to me that the argument for inevitability (esp. continued inevitability) requires a level of optimism that borders on the irrational, a.k.a. "wishful thinking."
Given the fact that pricing for many products and services that are subject to Moore's Law effects varies hugely by geography -- and the fact that many such variations cannot be explained away based on other factors (e.g., availability of other inputs, transportation costs, national regulations, etc.), it seems to me that the argument for inevitability (esp. continued inevitability) requires a level of optimism that borders on the irrational, a.k.a. "wishful thinking."