First of all, Ryan Dancey is indeed a smart man. I have great respect for him.
However, I see his "Phase II" column as more of "pulling a picture together" than making a prediction. These things are already happening, and he's pointing them out and saying they will continue.
But in regards to his desire to make d20 the only game in town, I don't see it. I've never seen him make a statement to that effect, and in fact in his forum on Gamingreport.com has made numerous statements to the contrary.
Also, Many people see the OGL as equalling d20, but the fact is, ANYBODY's system reference they wish to release under the OGL can be used. GURPS could, if Steve Jackson chose, take all its rules systems, strip all flavor and specifics from them, and release them as the "Jackson System Reference Document" and all strictures for OGL would be binding, particularly the intermixing of mechanics from the two systems, but mainly the point being that other companies could use them as OGL content, and creating their own game systems. The news of Gold Rush Games' Action System being released under the Open Game License is unique in that it is the the first time a non-d20 based system falls in that license specifically. Other games have had open content, but none have been released under the SAME OGL. Here we have it, the thing that Ryan said a year ago other publishers had available, but were not taking advantage of.