I doubt this explanation really captures the gist of the phenomenon. Many current and upcoming trends (containers/Kubernetes, machine learning and Rust, for instance) have suffered in varying degrees from either of those problems, yet their adoption among companies is ever-increasing. I suspect they suffer from an issue also shared by the likes of cryptocurrencies: they don't have a "killer benefit"; a concise, persuasive reason that using them is a discrete improvement over current practice (like "high-level systems programming!", or "self-driving cars!").
