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> 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…
A few acquisitions and the next thing you know they are in the video-streaming business, in the ISP business, in the mobile carrier business as 5G rolls in and what not: The possibilities are endless? Esp as the world becomes more and more connected (IoT and proliferation of smartphones) and business move online, security and speed at scale are going to be of paramount importance and Cloudflare is primed to seize that market, imo
From running a honeypot network to winning techcrunch disrupt to this. What an amazing journey. One the few tech IPOs I'm genuinely excited about.
Congratulations eastdakota et al.
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> Technical fundamentals matter. Centralization of the entire internet behind a single entity is a _bad_ thing for people who care about technical fundamentals.
> Centralization of the entire internet behind a single entity is a _bad_ thing They do the opposite. They enable small website owners to survive on the internet without having to use vertically integrated services like cloud offerings.
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In defense of this user we have had a few system wide outages which have shut down major communications networks and news outlets. Additionally they're less than friendly to users who strive for anonymity via forced captcha which further empowers google's massive machine learning/data classification efforts. Cloudflare are big and competition is something they clearly lack.
Site owners can turn off the captcha by reducing the security level. I understand why it exists, I just wish they didn't use a Google service for it... The lack of competition probably shows the difficulty of the task. A global CDN is complicated and expensive (physical infrastructure, all the interconnect agreements) and a big technical challenge.
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In defense of this user we have had a few system wide outages which have shut down major communications networks and news outlets. Additionally they're less than friendly to users who strive for anonymity via forced captcha which further empowers google's massive machine learning/data classification efforts. Cloudflare are big and competition is something they clearly lack.
CloudFlare offers Privacy Pass where with 1 captcha completion you generate something like 20 tokens, meaning you can bypass 20 captchas after that. Sadly nearly every website just uses pure Google captcha which forces you to go through the ordeal every single time.
Cloudflare has excellent offerings in the networking space, their tech stack seems solid. The customer base seems loyal: Once you're a customer, free or paid, there's very little reason to move out. Their revenue has been growing 43% and 59% for past 2 years: The business side of things seem to be kicking along at a good pace. They seemed to have figured out a perfect balance at offering services to freelancers, to s…
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Zoom stands out in this category too. Random blog on Medium, but the points all stand: https://medium.com/@alexfclayton/zoom-ipo-s-1-breakdown-1192... Growing >100% YoY, profitable, generating cashflow, NPS above 70, just an all around solid business.
Zoom has very little defensible tech, it's more about packaging/marketing. Cloudflare is very difficult to duplicate.
But, every competitor that I’ve tried to use is a train wreck. Zoom just works. All the time, every time.
Here's what Cloudflare's CEO wrote on their blog: "In the two years since the Daily Stormer what we have done to try and solve the Internet’s deeper problem is engage with law enforcement and civil society organizations to try and find solutions. Among other things, that resulted in us cooperating around monitoring potential hate sites on our network and notifying law enforcement when there was content that contained…
if you're gonna conspiracy theorize at least go the whole mile. They provide SSL termination so the encryption is useful to them because it gives them a monopoly on the surveillance apparatus. Not useless at all, it guarantees their position in the ecosystem.