You can probably draw a parallel between the retail sector and the phenomenon discussed in the article. For example:
Decades ago (before Walmart, Target, etc), it was common to have many small specialized stores that did just 1 thing really well (ie. selling just books, selling just shoes, selling just office supplies). Over time, Walmart/Target came along and bundled all of those specialty stores into 1 giant store that sells everything, causing a lot of the small specialty stores to eventually fade away.
AWS/GCP/Azure is sort of like the "Walmart of B2B Internet Services" in that they are in direct competition with companies like MongoDB, Akamai, and the other examples from the article re: offering comparable managed services.
As a market matures, the market consolidates into a small number a big players. To survive, specialty shops need to do things that the big players won't or can't, which I think the article does a good job discussing.
Decades ago (before Walmart, Target, etc), it was common to have many small specialized stores that did just 1 thing really well (ie. selling just books, selling just shoes, selling just office supplies). Over time, Walmart/Target came along and bundled all of those specialty stores into 1 giant store that sells everything, causing a lot of the small specialty stores to eventually fade away.
AWS/GCP/Azure is sort of like the "Walmart of B2B Internet Services" in that they are in direct competition with companies like MongoDB, Akamai, and the other examples from the article re: offering comparable managed services.
As a market matures, the market consolidates into a small number a big players. To survive, specialty shops need to do things that the big players won't or can't, which I think the article does a good job discussing.