231–240 of 366 posts
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They already are in the video streaming business. ;) https://www.cloudflare.com/products/cloudflare-stream/
And we’ve been very happy with their Stream product for about 6 months now. No complaints.
The free tier of Cloudflare has been really amazing for small to medium websites. It gives you a basically unlimited CDN, SSL, HTTP/2, DDos protection and fast DNS servers with almost 0 effort... for free ... Thus increasing the stability and speed of many web properties that otherwise wouldn't pay for it. I'm afraid this could easily change once the company is public and is under the pressures that come along with i…
You forgot the API! I have my own dynamic DNS with a raspberry and the cloudflare API for instance, it's very useful.
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Growth will also give return on investment. I'd rather see Cloudflare invest in growth and R&D than give a dividend. They are nowhere near finished growing.
What more would you expect from them? Not looking for an argument, honest question.
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Zoom has very little defensible tech, it's more about packaging/marketing. Cloudflare is very difficult to duplicate.
You would think... But, every competitor that I’ve tried to use is a train wreck. Zoom just works. All the time, every time.
It’s odd to have these IPOs in the middle of August, in the middle of a super volatile market. I can’t help thinking that there must be a sense of urgency, based on the perception that this is the last opportunity before a bear market and much more modest (realistic?) valuations.
> It’s odd to have these IPOs in the middle of August Read my other comment further down. It is from doing your private SEC filings in December to use a loophole to avoid disclosing a bunch of information. These companies didn't just wake up in the morning and plan to IPO, it a good 18 months of planning that end with a public filing.
The free tier of Cloudflare has been really amazing for small to medium websites. It gives you a basically unlimited CDN, SSL, HTTP/2, DDos protection and fast DNS servers with almost 0 effort... for free ... Thus increasing the stability and speed of many web properties that otherwise wouldn't pay for it. I'm afraid this could easily change once the company is public and is under the pressures that come along with i…
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Why not just pay a dividend? That's what stocks are supposed to be, shares of ownership in legitimately valuable enterprises with return on investment.
Well, at least prior to 2003 there was a strong incentive to prefer gains from stock sale since it could get long term capital gain tax rates (15% now, 20% at the time) vs. dividends which would be taxed as normal income. Since then however, qualified dividends are taxed the same as long term capital gains.
Alternatively, if you can stash money overseas in tax free accounts or invest the money back into the business to avoid taxes, then you only have the long term capital gains tax.
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> Markets don't equilibrate at the value to the customer any more than they equilibrate at the cost of production. They compromise between the two. No, they don't compromise between them, nor do they reflect one more than the other: the basic law of supply and demand is that markets clear at the quantity and price where the marginal cost to produce equals the marginal value to customers which also equals the sale pri…
assuming a huge number of perfect circumstances which is not how reality works. Assumptions made for what you said to play out include: perfect competition, perfect information, perfect rationality of actors, 0 barrier to entry, that value and cost is strongly bounded and defined on either end, and much more. Common examples that violate each one in term: Facebook, Used cars, Veblen goods, Utilities, Healthcare. A ma…
I don't think there is actually an equilibrium price defined as some kind of compromise between supply and demand curves absent those circumstances, either; there's an actual price at any given time, but it's not an equilibrium (particularly, without rationality—which incorporates perfect information—you don't have any expectation of an equilibrium even if all the other factors are present, at any price.)
Once you are discussing equilibrium—as the post the grandparent addressed did—you are implicitly discussing at least some of the ideal circumstances you’d like to negate.
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> CloudFlare has very few competitors In the personal/SMB spaces, you're right. Of course, enterprise remains their cash cow, where they compete with the big boys (akamai, incapsula, etc.). > Neither site broke any US laws, but they were both controversial. This is basically why so many are bothered by CloudFlare's decision. Who decides what's controversial? We've seen many examples in the past of normal views being…
> Who decides what's controversial? CloudFlare, in this case.