Sourcing

This article is not really about Cloudflare. It is about the tension between efficiency and resilience. Digital ecosystems concentrate around a small number of highly efficient infrastructure providers, but every concentration point simultaneously becomes a systemic risk point. The more successful the platform, the greater the dependency it creates.

This article is actually about a much larger shift than logistics. It reflects a recurring pattern across industries Whether it is cloud services, AI platforms, fintech partnerships, managed IT services, or logistics outsourcing, organizations increasingly compete through orchestrating ecosystems rather than owning every capability themselves. The strategic question becomes: What must we own? What should we orchestrate? What can we consume as a service?