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VoidZero Is Joining Cloudflare

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Re: VoidZero Is Joining Cloudflare

#291

Post by bluelightning2k »

alexandre_m wrote: post #240
bluelightning2k wrote: post #220

The reason this is worth it to CloudFlare is it will cause AI to recommend them more. The agents already reach for Vite. When they reach for Vite it's very logical they will default to CloudFlare after. (Much like they will guide users to setup Vercel for NextJS). This could be a $20m acquisition which will generate $billions from the increase in the agent equivalent of SEO.

This isn’t going to generate billions in additional revenue. That is a huge exaggeration. I do agree with your underlying argument, though. It will likely help them gain market share for hosting web applications, which is increasing with LLM usage.

Perhaps "potentially billions" is justifiable? In that it's a "change the scenario entirely" level of change.

Certainly if you compare it to another likely scenario where Vercel buys them and fast forward 2 years, it's plausible that a huge number of projects went one way or the other because of what the AIs defaulted to.

Re: VoidZero Is Joining Cloudflare

#292

Post by gowthamgts12 »

olingern wrote: post #104
gowthamgts12 wrote: post #101

Earlier quoted context omitted.

their reliability is also way way down lately. too many mishaps and i've long lost trust in CF.

Yes. We’re beginning the process of moving away because of how they’ve become a single point failure that’s unreliable. AWS is more reliable and it’s a bad spot to be in when your CDN / router is down but your actual application is fine

100%. Most of our outages were because of CF which we had no control over

Re: VoidZero Is Joining Cloudflare

#293

Post by overfeed »

borski wrote: post #269
overfeed wrote: post #259

Earlier quoted context omitted.

It has happened in the recent past (2-4 years ago?); I can't remember both the acquirer and the hollowed-out startup, and searches are returning chaff, but it got to the HN frontpage. IANAL, but at-will employment cuts both ways- thr best an employer can do on behalf of investors, are golden handcuffs - and people can be bought out of those.

That’s not quite actually true and it is a bit more nuanced than that. For example, while non-competes and non-solicits are unenforceable in CA for employment agreements, they absolutely are enforceable for mergers and acquisitions. The laws governing employment are a subset of the laws governing M&A.

VC funding rounds don't quality as an acquisition, AFAIK.

Re: VoidZero Is Joining Cloudflare

#294

Post by overfeed »

borski wrote: post #286
overfeed wrote: post #285

Earlier quoted context omitted.

Thanks - I wasn't aware about the M&A carve-out, which makes sense. It reads to me like clause (c) is the most relevant: (c) all of the ownership interest of any subsidiary, may agree with the buyer to refrain from carrying on a similar business within a specified geographic area in which the business so sold... has been carried on, so long as the buyer... carries on a like business therein. and it prohibits competit…

Maybe. It would require courts and nuance; cloudflare is in a lot of businesses nowadays. It rarely comes into effect regardless because people rarely spend less than a couple years at the acquirer, but regardless.

There's also the issue of participating in a funding round is neither a merger nor an acquisition. VC investors are not covereed

Re: VoidZero Is Joining Cloudflare

#295

Post by borski »

overfeed wrote: post #293
borski wrote: post #269

Earlier quoted context omitted.

That’s not quite actually true and it is a bit more nuanced than that. For example, while non-competes and non-solicits are unenforceable in CA for employment agreements, they absolutely are enforceable for mergers and acquisitions. The laws governing employment are a subset of the laws governing M&A.

VC funding rounds don't quality as an acquisition, AFAIK.

I agree, but I'm not sure how that's relevant?

Re: VoidZero Is Joining Cloudflare

#296

Post by cptmurphy »

pjmlp wrote: post #138
jshier wrote: post #81

Earlier quoted context omitted.

You say that, but Cloudflare just rewrote their WARP / Cloudflare One clients in Flutter. It really sucks, but they are using it.

I don't even know what that is. Flutter is the only reason Dart still exists, and in what concerns the Android team, writing cross mobile application, is to be done with Kotlin. Which contrary to Dart, has a few use cases, besides Android.

But dart can also compile to js/wasm and has very great native aot support. Flutter Desktop is maintained by Ubuntu

Re: VoidZero Is Joining Cloudflare

#297

Post by Mitochondriac »

avdwrks wrote: post #92
demetris wrote: post #52

I love Vite, when I don’t forget it exists in my projects. It took things that made you feel mentally deficient and made them almost zero-config. This news does not make me happy. Same with the news about Astro earlier this year. I know it must be good for the people how have made the projects (why else would they chose to do it?) but there is something in those acquisitions that makes me uneasy.

This one is particularly interesting given that Vercel products (Nuxt) now rely on a competitor's tooling (Vite).

Next* the framework for React. Nuxt is the framework for Vue.

Re: VoidZero Is Joining Cloudflare

#298

Post by xorgun »

burcs wrote: post #137
olingern wrote: post #98

These acquisition announcements always leave me uneasy. There’s a lot of hand waving, “nothing will change and our roadmap will stay the same!” but we can all do basic math and understand that’s not how business works. As an aside, I have to use Cloudlare at work and it’s a pretty awful experience for the medium sized org I’m at. “Hostile UX” is a common complaint. Maybe they should invest money in competing with Ver…

sorry to hear that's been your experience. i actually joined through an acquisition about a year ago and one of the main things we've been focused on is the dashboard and overall dx. sadly "hostile ux" is a phrase i've heard more than once and we're working hard to improve. if you're open to it, would love to hear more about the issues you've be running into

[dead]

Re: VoidZero Is Joining Cloudflare

#299

Post by AdeCodechise »

embedding-shape wrote: post #93
yuppiepuppie wrote: post #83

So is the business model of these projects - 1. build a popular dev tool 2. aquire funding 3. hire great talent 4. pray for an aqui-hire that justifies the initial funding amount I wonder how the initial investors feel about the aqui-hire path... Must be a pretty nice sum for them to agree to it, or they saw that the path to any revenue was near impossible/non-existant

> So is the business model of these projects - 1. build a popular dev tool 2. aquire funding 3. hire great talent 4. pray for an aqui-hire that justifies the initial funding amount Indeed, so as a library/framework/engine/runtime user, for the last decade or so, I've basically avoided anything that touched VC-investments, as eventually the tool will either degrade, get too expensive or straight up disappear, and I go…

Hey there embedding-shape -- my name is Adrian Bridgwater and I'm a technology journalist that has enjoyed the realism of your comment here, can I contact you for a follow up comment? I'm here at LinkedIn to start with https://www.linkedin.com/in/adrianbridgwater/

Re: VoidZero Is Joining Cloudflare

#300

Post by embedding-shape »

AdeCodechise wrote: post #299
embedding-shape wrote: post #93

Earlier quoted context omitted.

> So is the business model of these projects - 1. build a popular dev tool 2. aquire funding 3. hire great talent 4. pray for an aqui-hire that justifies the initial funding amount Indeed, so as a library/framework/engine/runtime user, for the last decade or so, I've basically avoided anything that touched VC-investments, as eventually the tool will either degrade, get too expensive or straight up disappear, and I go…

Hey there embedding-shape -- my name is Adrian Bridgwater and I'm a technology journalist that has enjoyed the realism of your comment here, can I contact you for a follow up comment? I'm here at LinkedIn to start with https://www.linkedin.com/in/adrianbridgwater/

Sure, reach out via my email that's in my profile, I don't have LinkedIn :)
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