I wonder how much of the IPv4 space is used for infra that could just be privately addressed with some reworking of network topology.
I find these articles on HN focus much more heavily on consumer use of IPv4 for simple things like web browsing. But not a lot of consideration is paid to massive corporate systems and API surfaces. Would be interesting to know.
I think this is what's really going to happen in AWS. People will audit their IP usage, discover that 90% doesn't need public addresses, and clean up their network. VPC more or less forces a combination of private addresses and NAT anyway and a clean VPC only needs a handful of public addresses. They don't need to deploy IPv6 and they're not going to.