The Unseen Plumbing of Progress
Think about it. For every Amazon delivery, there’s a whole universe of logistics, software, and hardware making it happen. When Amazon announces it’s spending a cool £200 billion on its cloud infrastructure, it doesn’t just build those data centres with magic beans. It creates a tidal wave of demand for specialist construction, networking gear, and AI hardware. It’s what I call the ‘plumbing’ of the new economy.
Companies like BigCommerce, which gives smaller retailers the digital tools to even stand a chance, are fascinating. They don’t fight Amazon, they profit from the world Amazon has created. This shift away from the big names towards the enablers prompts the question of the Amazon Ecosystem: Could This Shift Create New Winners?. To me, it seems the smart money might not be on the giant, but on the ecosystem it has forced into existence.