A very smart move for Cloudflare and a huge missed opportunity for Render [0].
Replicate is joining Cloudflare
11–20 of 70 posts
Re: Replicate is joining Cloudflare
#12> Replicate’s going to carry on as a distinct brand
Uh huh
Re: Replicate is joining Cloudflare
#13> Replicate’s going to carry on as a distinct brand Uh huh
Well, yeah, for a year or maybe two.
Re: Replicate is joining Cloudflare
#14Cloudflare is one of those companies similar to palantir where the valuation just makes you scratch your head. But bringing in AI to try and fill out the AI valuation makes some sense I suppose
Really?
Cloudflare isn't solely a CDN anymore. CDN and DDOS-protection were the most logical "first" products to build based on their SDN ( Software Defined Networking).
A cloud is the next thing and there's a lot of money involved with the cloud. I see them as the only real competitor/challenger to Azure, AWS, GCE, ... because they aren't bound to regions ( less DevOps)
For example, what you might not know about Durable Objects => https://boristane.com/blog/what-are-cloudflare-durable-objec...
Re: Replicate is joining Cloudflare
#15Congrats Ben and team! I think this is Cloudflare's most notable acquisition yet? From Wikipedia it looks like they've previously mainly acquired smaller cybersecurity firms like https://en.wikipedia.org/wiki/Area_1_Security
This feels the most like Cloudflare branching out to something closer to a traditional hosting model and further from their networking efforts (though things like workers and R2 certainly have blurred that line).
Re: Replicate is joining Cloudflare
#16Very smart move - I assume the Workers will get tight integration with the Replicate APIs
Re: Replicate is joining Cloudflare
#17I really like both these companies. Replicate just make it so easy to bundle a bunch of different AIs up into a prototype - but I think they have tonnes of untapped potential that Cloudflare could fulfil.
Re: Replicate is joining Cloudflare
#18Cloudflare is one of those companies similar to palantir where the valuation just makes you scratch your head. But bringing in AI to try and fill out the AI valuation makes some sense I suppose
Really? Cloudflare isn't solely a CDN anymore. CDN and DDOS-protection were the most logical "first" products to build based on their SDN ( Software Defined Networking). A cloud is the next thing and there's a lot of money involved with the cloud. I see them as the only real competitor/challenger to Azure, AWS, GCE, ... because they aren't bound to regions ( less DevOps) For example, what you might not know about Dur…
I'm not saying they're not an interesting company I'm just reflecting on their extraordinary valuation multiple which puts them in a unique league that are predominantly AI bets. Their founder is uniquely strong storyteller. If you look at their capital investment it's just not anywhere close to a top tier cloud player.. so while they offer some interesting building blocks it's just not clear that large workloads move there anytime soon
(https://substackcdn.com/image/fetch/$s_!-PwA!,f_auto,q_auto:...)
Re: Replicate is joining Cloudflare
#19why sell if they were doing good?
You don’t know how good they were really doing and you don’t know how good the offer was.
From what I know they were the most used inference provider by developers a few years ago, but since the Together AI and Fireworks only grew while Replicate seems to have stayed quiet. It’s a highly competitive low-margin business, so volume is critical and if you’re losing volume then you’re doomed.
Re: Replicate is joining Cloudflare
#20Congrats Ben and team! I think this is Cloudflare's most notable acquisition yet? From Wikipedia it looks like they've previously mainly acquired smaller cybersecurity firms like https://en.wikipedia.org/wiki/Area_1_Security
This feels the most like Cloudflare branching out to something closer to a traditional hosting model and further from their networking efforts (though things like workers and R2 certainly have blurred that line).
I'd love to work on Cloudflare's underlying email platform... from pretty early on, I've felt like the workers model could be great for handling relatively short lived tcp connections, not just web requests... in this way, all the other facilities CF offers such as R2 and D1 could be used with an email platform that could scale incredibly well. With this acquisition, it's another natural fit into such a platform for email spam filtering and classification.
Definitely exciting to see.