Not so fast...
Yes, those no-value tin shifters will bite the dust - that much is true.
Whilst cloud-wavers are vying to gain market share, they're going to fall foul of the "trying to suck an elephan through a straw" argument...but I can see a gap for any enterprising object storage people to provide in-house capabilty, thereby allowing data storage at "much-cheapness" prices but at the same time allowing orgs to devolve the responsibility, management overhead and risk to another party.
Consulting lark you say? Not quite, even a 10 man team would have their hands full manning a 24.7 desk just for a handful of customers. If those bigger enterprises wake up and smell the coffee, they will realise that they already have the crown jewels sitting in their lap (so to speak).
They have the 24.7 capability and the logistics "heft" to manage JBODs/firmware & scale to leverage price discounts - all they need to do is brave the technology gap and provide an object storage package that is quick & easy to deploy.
I'll count myself as ignorant and say that Object storage seems to be remarkably complicated to deploy... but what happened if you owned all the h/w items/drivers in the h/w stack...?