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Cloudflare S-1

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141–150 of 366 posts

Re: Cloudflare S-1

#141
post #129

Both CloudFlare and Zoom are pretty great products and as much as I applaud their team's IPOs, I'm worried that the vagaries of being a public company will result in the GOOG syndrome. That's where a company with a great product is forced to expand every quarter to the point that it becomes a frankenstein-ish hulking version of itself.

Why not just pay a dividend? That's what stocks are supposed to be, shares of ownership in legitimately valuable enterprises with return on investment.

The owners will make more money if they double the company's value than spend their profits on a 5% dividend to shareholders. Simple capitalism at work.

Re: Cloudflare S-1

#142
post #138

Earlier quoted context omitted.

The blink of an eye is not 300ms.

https://bionumbers.hms.harvard.edu/bionumber.aspx?s=y&id=100... 100-400ms. Close enough.

400ms must be when you're 5 minutes from falling asleep. Cloudflare said 300-400ms when it's really 100-400ms, effectively lying by 3x. It's not material to their business but still disgusting.

Re: Cloudflare S-1

#143
post #129

Both CloudFlare and Zoom are pretty great products and as much as I applaud their team's IPOs, I'm worried that the vagaries of being a public company will result in the GOOG syndrome. That's where a company with a great product is forced to expand every quarter to the point that it becomes a frankenstein-ish hulking version of itself.

Why not just pay a dividend? That's what stocks are supposed to be, shares of ownership in legitimately valuable enterprises with return on investment.

> That's what stocks are supposed to be

Says who?

Re: Cloudflare S-1

#144
post #121
post #83

> 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…

I would contend that Zoom is also a good example of this.

If Zoom is, then Slack must also be.

Re: Cloudflare S-1

#145
post #142

Earlier quoted context omitted.

https://bionumbers.hms.harvard.edu/bionumber.aspx?s=y&id=100... 100-400ms. Close enough.

400ms must be when you're 5 minutes from falling asleep. Cloudflare said 300-400ms when it's really 100-400ms, effectively lying by 3x. It's not material to their business but still disgusting.

"disgusting"? Really?

Re: Cloudflare S-1

#146
post #123
post #120

Earlier quoted context omitted.

> 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.

I'm not sure you fully understand the problem. If I hit the big red button and just shut Cloudflare off, millions of websites drop off the Internet. It is a massive single point of failure, and as you point out, a vertically integrated service (DNS, DDoS protection, WAF, proxying, etc).

DNS is far from centralized and DDoS protection is something that small websites would have no ability to do on their own. It isn't just a convenience thing, it's a literally-impossible-without-scale thing.

Re: Cloudflare S-1

#147
post #129

Both CloudFlare and Zoom are pretty great products and as much as I applaud their team's IPOs, I'm worried that the vagaries of being a public company will result in the GOOG syndrome. That's where a company with a great product is forced to expand every quarter to the point that it becomes a frankenstein-ish hulking version of itself.

Why not just pay a dividend? That's what stocks are supposed to be, shares of ownership in legitimately valuable enterprises with return on investment.

I agree, but the greater fool theory and financial engineering (ie buybacks) will lead to greater profits for stockholders in the long run.

Re: Cloudflare S-1

#148
post #118

Completely unrelated: the font that they chose to use in their marketing material looks a lot like San Francisco. I didn't know you could use it for promotional material that wasn't software for Apple's platforms.

I could be wrong here but my understanding is that the letter forms of a font are not subject to copyright, only the font file itself. This is why Microsoft was able to create Arial which is a virtual clone of Helvetica without it being a derivative work.

you mean I could copy a font as long as the resulting font file is different from the original one?

Re: Cloudflare S-1

#149
post #117
post #115

Earlier quoted context omitted.

They specifically talk about violence. Intent to incite violence isn't protected under the first amendment: https://en.wikipedia.org/wiki/First_Amendment_to_the_United_...

Yeah that is where it always starts. Think of the children. Childporn. Terrorism. Until it becomes "hate speech" and whatever else the masters dictate.

Advocation of violence has been unprotected speech since 1940. Have we been living in a dystopia this whole time?

People who intentionally oversimplify free-speech endanger it, just like people who intentionally oversimplify capitalism endanger it. There is no hardline ideal, in any context, that works. Ideas must be flexible to the real world, or perish.

Re: Cloudflare S-1

#150

Earlier quoted context omitted.

Why not just pay a dividend? That's what stocks are supposed to be, shares of ownership in legitimately valuable enterprises with return on investment.

I agree, but the greater fool theory and financial engineering (ie buybacks) will lead to greater profits for stockholders in the long run.

Buybacks are closer to a one-time dividend than they are "financial engineering."
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