121–130 of 141 posts
Not bad financials. Healthy margins, relatively small (in my mind) losses and revenue growing well. At this rate they should be profitable in a year? 2 maybe?
For growth stocks, doesn't this signal stagnation?
Cloudflare is one of those things that if I'm asked about it I'll sound more positive than astroturfing. Their API's a re great, I've had to contact support once and my experience was good and their rates are certainly reasonable for the scale of projects I've used them on.
Lets not forget Cloudflare practices deplatforming based on political bias.
Are there good alternatives to Cloudflare when it comes to DDOS protection? I’m interested in this especially in the perspective of avoiding censorship, either from activist hackers or companies like Cloudflare making arbitrary decisions on allowed and disallowed content.
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FAANG was originally about companies that paid massive engineering salaries, which is why Netflix was included and Microsoft wasn't.
No it wasn't. Cramer coined it due to just FANG (not apple) being totally dominant in their markets and having meteoric rises in stock prices at that time.[0] [0] https://en.wikipedia.org/wiki/Big_Tech#FAANG
In Japan they call it GAFA, missing from this list.
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Cloudflare is the "unlimited storage" of the CDN world. They are giving away investors money today with the hopes that down the road they can... something something. In 3-8 years activist investors are going to realize that Cloudflare is the man-in-the-middle data collection point for a percentage of the internet and that a merger with $adnetwork would produce a money printing machine. A handful of "good guys" in eng…
They’re cheap because they have to buy tons of ingress for their ddos protection product, and bandwidth is sold symmetrically at those volumes, so the egress is functionally free to them.
Cloudflare is one of those things that if I'm asked about it I'll sound more positive than astroturfing. Their API's a re great, I've had to contact support once and my experience was good and their rates are certainly reasonable for the scale of projects I've used them on.
Lets not forget Cloudflare practices deplatforming based on political bias.
Then they did that.
They had a halfway decent reason for the first one (the racist site they censored was claiming their continued existence was tacit endorsement by Cloudflare, a lie) but once they crossed that line they didn't go back.
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Lets not forget Cloudflare practices deplatforming based on political bias.
You don’t have an inherent right to a private company’s services. That extends to a website whose main attraction is a forum that is discriminatory against people of certain races, religions, and sexual orientations, which are protected classes. Political affiliation is not a protected class.
It's still censorship, it's still paternalistic, it's still bias, and it's still wrong.
Imagine if the phone company denied you access to their privately owned towers because you criticized them on a phone call, or if gmail decided that you aren't allowed to email your own family members links to a certain domain name they deem unsavory or "inappropriate".
(The latter is already the case.)
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You don’t have an inherent right to a private company’s services. That extends to a website whose main attraction is a forum that is discriminatory against people of certain races, religions, and sexual orientations, which are protected classes. Political affiliation is not a protected class.
Arbitrary censorship of legal content for consenting adults is still utterly despicable, even when undertaken by private companies against content which is not associated with membership in a protected class. It's still censorship, it's still paternalistic, it's still bias, and it's still wrong. Imagine if the phone company denied you access to their privately owned towers because you criticized them on a phone call,…
If CloudFlare or Gmail became the only way to communicate online, they would certainly fall under the same regulations, but they're not even close. You can still host any legal website you want and email your family any legal content you want.
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Arbitrary censorship of legal content for consenting adults is still utterly despicable, even when undertaken by private companies against content which is not associated with membership in a protected class. It's still censorship, it's still paternalistic, it's still bias, and it's still wrong. Imagine if the phone company denied you access to their privately owned towers because you criticized them on a phone call,…
That's exactly why phone companies are bound by extra regulations. They are deemed core infrastructure and private censorship from phone networks would effectively be public censorship. If CloudFlare or Gmail became the only way to communicate online, they would certainly fall under the same regulations, but they're not even close. You can still host any legal website you want and email your family any legal content…
That's not really practically true. Recent examples include Parler and Gmail.
It's very, very difficult to publish online (at scale) anonymously. The vast majority of any western audience uses services like gmail and facebook messenger, which can (and do) censor messages at will.
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> It’s hard to switch your CDN provider in the short term, but it’s feasible that Amazon, MSFT or Google could bump them out of every large enterprise in the long term. That's what I'd worry about, too: for a large company, there's a fairly large cost to dealing with each new vendor. Once Amazon, Microsoft, Google, etc. has a CDN which is competitive for your needs someone is going to ask whether the extra benefits a…
So next step for cloudflare is to provide a cloud.