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Cloudflare S-1

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Re: Cloudflare S-1

#111

Post by nguoi »

matthewowen wrote: post #25
fastbeef wrote: post #11

I mentioned it in the We S-1 thread, but it really weirds me out that the S-1 is the first chance the public has a chance to see a company’s financial status.

why would the public have a chance to see the financial status of a privately held company? alternatively, would you like to share your financial status with the rest of us?

Private companies in the UK file accounts publicly every year. It's an exchange for creating a legal concept that allows someone to absolve themselves of any liability for their company's obligations. I know companies in Germany do the same too.

Re: Cloudflare S-1

#112

Post by kd3 »

kd3 wrote: post #110

Here's what Cloudflare's CEO wrote on their blog: "In the two years since the Daily Stormer what we have done to try and solve the Internet’s deeper problem is engage with law enforcement and civil society organizations to try and find solutions. Among other things, that resulted in us cooperating around monitoring potential hate sites on our network and notifying law enforcement when there was content that contained…

No wonder lots of it is free. You are the product, including your users.

Re: Cloudflare S-1

#113

Post by nezgar »

sciurus wrote: post #97
thinkloop wrote: post #75

Earlier quoted context omitted.

Zoom has very little defensible tech, it's more about packaging/marketing. Cloudflare is very difficult to duplicate.

> Cloudflare is very difficult to duplicate. Unless you're one of their many competitors, like, say, AWS. From the S-1: "Our current and potential future competitors include a number of different types of companies, including: • on-premise hardware network vendors, such as Cisco Systems Inc., F5 Networks, Inc., Check Point Software Technologies Ltd., FireEye, Inc., Imperva, Inc., Palo Alto Networks, Inc., Juniper Net…

>"on-premise hardware network vendors..."

Wow, they grammar goofed "on-premise" 33 times on their filing. (should be on-premises)

Re: Cloudflare S-1

#114

Post by macinjosh »

dsl wrote: post #65
groundlogic wrote: post #9

Finally an IPO I want to buy into. Technical fundamentals matter. Edit: I mean that in the software/service way, not the economical way, in case there was any confusion.

> Technical fundamentals matter. Centralization of the entire internet behind a single entity is a _bad_ thing for people who care about technical fundamentals.

Exactly! I don't why Internet folks fall into this trap time and time again! It's probably simply because it is an easy and quick way to tell your boss your website is protected consequences be damned.

I can imagine the next Edward Snowden will reveal the intelligence community's direct line into the traffic running over Cloudflare's infrastructure. Cloudflare is providing DNS and HTTPS services on a massive scale which means they can essentially MiTM any of their customers on behalf of the government.

Re: Cloudflare S-1

#115

Post by _bxg1 »

kd3 wrote: post #110

Here's what Cloudflare's CEO wrote on their blog: "In the two years since the Daily Stormer what we have done to try and solve the Internet’s deeper problem is engage with law enforcement and civil society organizations to try and find solutions. Among other things, that resulted in us cooperating around monitoring potential hate sites on our network and notifying law enforcement when there was content that contained…

They specifically talk about violence. Intent to incite violence isn't protected under the first amendment: https://en.wikipedia.org/wiki/First_Amendment_to_the_United_...

Re: Cloudflare S-1

#116

Post by Ididntdothis »

TheRealSteel wrote: post #86
GordonS wrote: post #36

Earlier quoted context omitted.

Interestingly, in Norway citizens' tax forms are public, so you can see what anyone's salary etc is

Not surprising that this is the case in Sweden and Norway, but not in the US, Australia, etc. Aside from the fact that obviously billionaires and corporations don't want the public seeing how they avoid tax, sometimes I suspect that the culture of keeping our salaries secret was deliberately created by the 1% to keep wages low.

“I suspect that the culture of keeping our salaries secret was deliberately created by the 1% to keep wages low.”

I often exchange salaries with people and one thing I have noticed that the people who were against transparency because they thought they had negotiated well often turned out to be at the lower range. Usually after exchanging salaries it turned out that a lot of people had been blatantly lied at by management. It’s much easier to negotiate if you really know what the common numbers are.

Re: Cloudflare S-1

#117

Post by kd3 »

_bxg1 wrote: post #115
kd3 wrote: post #110

Here's what Cloudflare's CEO wrote on their blog: "In the two years since the Daily Stormer what we have done to try and solve the Internet’s deeper problem is engage with law enforcement and civil society organizations to try and find solutions. Among other things, that resulted in us cooperating around monitoring potential hate sites on our network and notifying law enforcement when there was content that contained…

They specifically talk about violence. Intent to incite violence isn't protected under the first amendment: https://en.wikipedia.org/wiki/First_Amendment_to_the_United_...

Yeah that is where it always starts. Think of the children. Childporn. Terrorism. Until it becomes "hate speech" and whatever else the masters dictate.

Re: Cloudflare S-1

#118

Post by mantap »

saagarjha wrote: post #22

Completely unrelated: the font that they chose to use in their marketing material looks a lot like San Francisco. I didn't know you could use it for promotional material that wasn't software for Apple's platforms.

I could be wrong here but my understanding is that the letter forms of a font are not subject to copyright, only the font file itself. This is why Microsoft was able to create Arial which is a virtual clone of Helvetica without it being a derivative work.

Re: Cloudflare S-1

#119

Post by jakarta »

why would the cohort expansion rate be so much lower than Fastly's? https://www.sec.gov/Archives/edgar/data/1477333/000119312519... ^ cloudflare data on p. 80 shows a rate of 10-15% expansion

https://www.sec.gov/Archives/edgar/data/1517413/000119312519... ^fastly data on p. 66 shows cohort expansions that are much faster

Re: Cloudflare S-1

#120

Post by est31 »

dsl wrote: post #65
groundlogic wrote: post #9

Finally an IPO I want to buy into. Technical fundamentals matter. Edit: I mean that in the software/service way, not the economical way, in case there was any confusion.

> Technical fundamentals matter. Centralization of the entire internet behind a single entity is a _bad_ thing for people who care about technical fundamentals.

> Centralization of the entire internet behind a single entity is a _bad_ thing

They do the opposite. They enable small website owners to survive on the internet without having to use vertically integrated services like cloud offerings.

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