You forgot bitfury. 

IMO, the only model that makes sense forward is Asicminer's.  KNC has spoken of it, as has bitfury.  Instead of pools where individual, decentralized P2P nodes are mining from basements and bedrooms, there evolve a relatively small number of massive, rapidly scalable farms, collectively owned by many small holders, sharing the network hash rate against each other, in a game-theoretic equilibrium.

If these groups control their own chip supplies, then there is no incentive for any one group to try to poach a larger share of the network by bring more power on line, since that would be met by competitive response from the others.

In my mind, that wouldn't be too dismal a future.