Internet businesses lose billions of dollars each year because of slow and failed Web services, and new companies and coalitions have rushed to provide the worldwide content caching that can help recapture this lost revenue. Although the media has often characterized these companies as trailblazers in the e-commerce revolution, they are merely exploiting a temporary niche along the path to Internet infrastructure commoditization and distributed e-markets. The current players have a chance to succeed, but the future belongs to innovators in the distributed storage and compute online commodities markets.