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Cloudflare S-1

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321–330 of 366 posts

Re: Cloudflare S-1

#321

Earlier quoted context omitted.

They handle about 10% of web requests according to this blog post: https://blog.cloudflare.com/why-we-terminated-daily-stormer If we trust that metric, it seems significant to me. Not what I would call small fish.

Small animals tend to puff to look bigger :) 10% of whole internet on a budget of 50-80M / year is hard to believe.

US ISPs make you think that internet traffic is like gold ;). I get tens of terabytes here in Europe for 10€.

Re: Cloudflare S-1

#322
post #83

> Today, our network spans 193 cities in over 90 countries and interconnects with over 8,000 networks globally, including major ISPs, public cloud providers, SaaS services, and enterprises. We estimate that we operate within 100 milliseconds of 98% of the Internet-connected population in the developed world, and 93% of the Internet-connected population globally (for context, the blink of an eye is 300-400 millisecond…

Since Cloudflare serves the tech industry, it's also pretty vulnerable to a downturn in the tech industry. The hype-train companies are its customers.

Re: Cloudflare S-1

#323
post #83

> Today, our network spans 193 cities in over 90 countries and interconnects with over 8,000 networks globally, including major ISPs, public cloud providers, SaaS services, and enterprises. We estimate that we operate within 100 milliseconds of 98% of the Internet-connected population in the developed world, and 93% of the Internet-connected population globally (for context, the blink of an eye is 300-400 millisecond…

Since Cloudflare serves the tech industry, it's also pretty vulnerable to a downturn in the tech industry. The hype-train companies are its customers.

From their risk factors: "Our business depends on our ability to retain and upgrade paying customers and, to a lesser extent, convert free customers to paying customers, and any decline in renewals, upgrades, or conversions could adversely affect our future results of operations" (Emphasis mine)

Kind of matches what you are saying. However, a couple of counter-points to consider: 1. Are Cloudfare fees a major portion of your costs and the first to be on the chopping block?

2. Are you OK with the risk that you can withstand cyber-crimes against your property by saving the said amount.

I don't have the numbers yet and I might be wrong but services like Cloudflare are becoming similar to some grocery purchases: Sure you might skimp a bit during a downturn, but you won't do without them

Re: Cloudflare S-1

#324
post #259

Earlier quoted context omitted.

Oh I didn't know you could do that. Do you move the Rpi around a lot? What do you use the dynamic dns for?

Many ISPs around the world give you public IPs without NAT, but they're dynamic and change every once in a while.

Oh I didn't know this, mine has always been static.

What's the reason for having such a low lease time on public IPs?

Re: Cloudflare S-1

#325

Earlier quoted context omitted.

So far the CEO has twice bowed to public pressure and unilaterally removed completely legal websites from the service because he perceived hosting them made Cloudflare's brand look bad. As a publicly traded company the company is now actually accountable (rather than just in his head) to a slice of public opinion and to keep the brand as profitable as possible. That means not providing services for anything controver…

> completely legal websites Are you referring to The Daily Stormer and 8chan?

They mention those two specifically in the filing itself, https://www.sec.gov/Archives/edgar/data/1477333/000119312519...

"Activities of our paying and free customers or the content of their websites or other Internet properties, as well as our response to those activities, could cause us to experience significant adverse political, business, and reputational consequences with customers, employees, suppliers, government entities, and others."

Re: Cloudflare S-1

#326

Earlier quoted context omitted.

Exactly my case! So I have a cronjob that compares the current IP with the previous one and, if different, sends an API request to update the DNS record.

Can you do a quick write up about how to do this? As a web developer, I feel like I should know how to host my own website from my own machine, but I've always struggled to get all the right steps in place. It'd be nice to hear from someone more experienced, so I can make sure to do it correctly!

Essentially you write a script in any language that:

1) checks what's your current IP (an easy way is to do a GET request to http://icanhazip.com/, available thanks to Red Hat engineer Major Hayden)

2) checks what was the last IP you sent to Cloudflare (saved in a text file on your disk or something like data)

3) if they are different, send a PUT request to the Cloudflare API with the new IP: https://api.cloudflare.com/#dns-records-for-a-zone-update-dn...

4) Then save that new IP in the text file, so you can check next time

Finally, you edit your crontab to run that script every few hours or so.

Re: Cloudflare S-1

#327
post #235
post #66

Earlier quoted context omitted.

> 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.

That's all well, but I am more familiar with bond issuances than equity, and the issuer always has the option to delay until the right market conditions, and I don't know any banker who would ever advise issuing in the middle of big market correction, in the least liquid part of the year.

You actually have that option but there is a limit to how much you can delay - I'm not familiar with US regulation but in most jurisdictions I know about you could delay for max 3 months after your public submission (mostly due to the fact that you present quarterly numbers on the prospectus, which means you need to update it X days after closing the quarter).

Re: Cloudflare S-1

#328

Earlier quoted context omitted.

>On average the human blink lasts only a tenth of a second which is 100 milliseconds. Wow, that’s fast! Sometimes, it can even last up to 400 milliseconds. This is what the second result says. Bit weird to focus on this for what seems a fantastic startup to succesfully IPO. Congratz to the entire team, and the CEO (who sometimes visits here I think)

not sure what your point is. pretty sure they use the average ms too in their estimate. this claim is the main driver of their business. they are basically saying their service is 3-4 times faster than blinking, which it is not. blinking is so fast you don't notice it, but that wasn't fast enough! so they amplified based on a dodgy source. false advertising gone nuts.

Not actually sure what your point is either.

Re: Cloudflare S-1

#330
post #259

Earlier quoted context omitted.

Many ISPs around the world give you public IPs without NAT, but they're dynamic and change every once in a while.

Oh I didn't know this, mine has always been static. What's the reason for having such a low lease time on public IPs?

ISPs assign IPs depending on usage abd generally do not have a 1-1 userbase / IP pool.
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