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Cloudflare announced four major new features that could disrupt industries

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Re: Cloudflare announced four major new features that could disrupt industries

#111

Post by wpietri »

NicoJuicy wrote: post #104
wpietri wrote: post #103

Earlier quoted context omitted.

If they ever get a complete cloud offering, that might be disruptive. But I don't think this is disruptive now. If you do, please be specific about the customer segments you think will be switching over the next 6 months and what your estimated impact is to AWS's $15 billion in quarterly revenue.

I think you didn't totally read my comment. No more vendor lock-in because of removal of egress fees. Means they can actually obtain the first-mover advantage and they don't really need a complete offering. I can't say that i know the impact on AWS in only 6 months. No one can, so they question seems somewhat ridiculous, since it's too little time. + The global cloud market is still growing.

I did read it, thanks.

That you can't see any short-term impact is exactly my point. Nothing significant will change, so this is not a disruptive innovation. It's a minor incremental change in the market. Might it enable something disruptive down the road? Possibly. But that's possible, not actual. If you want to more about what disruptive means in this context, I'd suggest reading one of Clay Christensen's books or the article I linked up above.

Re: Cloudflare announced four major new features that could disrupt industries

#112

Post by rudian »

acdha wrote: post #106
opinion-is-bad wrote: post #101

Earlier quoted context omitted.

Would those competitors not have the same moral obligations? Why hold Cloudflare to a higher standard?

It’s not a higher standard, just recognizing that the situations are different. People need water in a way that they don’t need a CDN, and the options for getting it are local rather than global.

CloudFlare isn’t just a CDN anymore, that’s the point.

Re: Cloudflare announced four major new features that could disrupt industries

#113

Post by x0x0 »

wpietri wrote: post #102
x0x0 wrote: post #84

Earlier quoted context omitted.

It's more than modestly lower though in some use cases. https://twitter.com/quinnypig/status/1443028078196711426 Corey compares the cost of storing 1gb of data in s3 vs r2 and serving it to the internet: > If 1 million people download that 1GB this month, my cost with @cloudflare R2 this way rounds up to 13¢. With @awscloud S3 it’s [$53,891.16]

Who do you see as current AWS customers paying bills like that? My guess is that's very niche. People who expect to use petabytes of bandwidth rarely just throw things on AWS and eat the bills. And if they do, then it sounds like they wouldn't be moved to switch anyhow.

Not current aws customers, but a friend's company basically built out their own cdn to avoid these charges. They're something like twitch -- lots of videos, lots of viewers.

Paying a fraction (there will obviously be charges beyond the $.09) but still a fraction of aws charges would have been revolutionary for them.

Re: Cloudflare announced four major new features that could disrupt industries

#114

Post by NicoJuicy »

wpietri wrote: post #111
NicoJuicy wrote: post #104

Earlier quoted context omitted.

I think you didn't totally read my comment. No more vendor lock-in because of removal of egress fees. Means they can actually obtain the first-mover advantage and they don't really need a complete offering. I can't say that i know the impact on AWS in only 6 months. No one can, so they question seems somewhat ridiculous, since it's too little time. + The global cloud market is still growing.

I did read it, thanks. That you can't see any short-term impact is exactly my point. Nothing significant will change, so this is not a disruptive innovation. It's a minor incremental change in the market. Might it enable something disruptive down the road? Possibly. But that's possible, not actual. If you want to more about what disruptive means in this context, I'd suggest reading one of Clay Christensen's books or…

I'm mostly talking about significant impact on AWS ( revenue) within 6 months. Which is not realistic in that time frame.

I see a way for cloudflare to innovate based on dropping egress fees. But I'm not sure if i can drop my hunch this early. I think i can wrap it up with " empowering open-source".

I'll see if the future unravels in that direction. There are additional products required for that path to fulfill and I think a 6 month timeline is kinda short for that.

Re: Cloudflare announced four major new features that could disrupt industries

#115

Post by wpietri »

x0x0 wrote: post #113
wpietri wrote: post #102

Earlier quoted context omitted.

Who do you see as current AWS customers paying bills like that? My guess is that's very niche. People who expect to use petabytes of bandwidth rarely just throw things on AWS and eat the bills. And if they do, then it sounds like they wouldn't be moved to switch anyhow.

Not current aws customers, but a friend's company basically built out their own cdn to avoid these charges. They're something like twitch -- lots of videos, lots of viewers. Paying a fraction (there will obviously be charges beyond the $.09) but still a fraction of aws charges would have been revolutionary for them.

I think most people in that bucket knows not to serve in bulk from AWS and so just use existing CDNs. (Or, as you say, builds their own.) A good fraction of Cloudflare's business has to be fronting things that are in AWS.

For this to be disruptive, there has to be a significant amount of business that will move from AWS to Cloudflare because of this change.

Re: Cloudflare announced four major new features that could disrupt industries

#116

Post by wpietri »

NicoJuicy wrote: post #114
wpietri wrote: post #111

Earlier quoted context omitted.

I did read it, thanks. That you can't see any short-term impact is exactly my point. Nothing significant will change, so this is not a disruptive innovation. It's a minor incremental change in the market. Might it enable something disruptive down the road? Possibly. But that's possible, not actual. If you want to more about what disruptive means in this context, I'd suggest reading one of Clay Christensen's books or…

I'm mostly talking about significant impact on AWS ( revenue) within 6 months. Which is not realistic in that time frame. I see a way for cloudflare to innovate based on dropping egress fees. But I'm not sure if i can drop my hunch this early. I think i can wrap it up with " empowering open-source". I'll see if the future unravels in that direction. There are additional products required for that path to fulfill and…

I agree it's not realistic. Or even within a year. Which means this is not a disruptive change on it's own. Could there be other changes made by Cloudflare that are disruptive? Sure. Could they make use of this? Also yes. But this on its own will not cause significant customer movement.

Re: Cloudflare announced four major new features that could disrupt industries

#117

Post by NicoJuicy »

wpietri wrote: post #116
NicoJuicy wrote: post #114

Earlier quoted context omitted.

I'm mostly talking about significant impact on AWS ( revenue) within 6 months. Which is not realistic in that time frame. I see a way for cloudflare to innovate based on dropping egress fees. But I'm not sure if i can drop my hunch this early. I think i can wrap it up with " empowering open-source". I'll see if the future unravels in that direction. There are additional products required for that path to fulfill and…

I agree it's not realistic. Or even within a year. Which means this is not a disruptive change on it's own. Could there be other changes made by Cloudflare that are disruptive? Sure. Could they make use of this? Also yes. But this on its own will not cause significant customer movement.

Well, that's because no big customer will be able to change their platform within 6 months.

Not a single innovation could.

Re: Cloudflare announced four major new features that could disrupt industries

#118

Post by opheliate »

JohnHaugeland wrote: post #110
opheliate wrote: post #44

Earlier quoted context omitted.

I would love to know where I can get free cloud storage equivalent to S3.

Then google it. Someone else already gave you an answer. "I didn't know you could get free stuff on the internet?" Like. There are * so many* answers Every single one of these things can be gotten for free. Every single one. In fact, all three of them can be gotten for free from Google, or from Microsoft The third one isn't even a real thing. "Hey, there are problems, and Cloudflare could solve them." Oh? What are th…

Why pretend you don't see the false equivalency you're drawing here? A limited amount of free storage/transfer or a consumer cloud product is not equivalent to what Cloudflare are offering here, or what S3 is. If you need S3, Office 365 or Google Drive are simply not alternatives. Google and Microsoft offer viable alternatives, and hey, they cost money: [0], [1]. If there is a completely free alternative to S3, I would love for you to send a link, because Googling doesn't show any reasonable alternative.

0: https://cloud.google.com/storage#section-10

1: https://azure.microsoft.com/en-gb/pricing/details/storage/bl...

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