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Historically there has been an argument in economics over whether markets necessarily tend towards consolidation, and I'm inclined to agree with Stiglitz that they do: https://www.weforum.org/agenda/2016/05/joseph-stiglitz-are-m...

Especially in markets with strong network effects. Barring government action, operating systems / platforms will necessarily either directly subsume their most profitable applications, or capture all the market "rent" from them.

Ultimately "network shared storage" is a feature rather than a product. For much of their history they were value-added resellers of AWS.




I agree completely. I think history (at least, the past 150 years) has shown this clearly. I've come to see an economy of corporations as a stew that tends to "clump up" and needs to be periodically "stirred" as part of the natural course of its development.


It's cyclic between consolidation and new investments.

We're just ramping up into the consolidation period now.




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