5 ms·

What is cloudflare's endgame for investors? For some reason I don't think there are enough enterprise customers for cloudflare to become a multi billion dollar

What is cloudflare's endgame for investors? For some reason I don't think there are enough enterprise customers for cloudflare to become a multi billion dollar company. I love cloudflare and am a happy customer but I'm really interested to know what these investors are thinking before they put up 100s of millions in investment.

Kpourdeilami 9y ago
To me, it seemed like they're putting the money into the apps that run on CloudFlare's platform and not CloudFlare itself
- thephyber 9y ago
  I agree, but I think there's an implicit additional $100MM investment in CloudFlare, for qualifying companies. This seems analogous to when FB neutered FP Games from NewsFeed, Zynga took a nosedive and Zynga didn't seem to thrive outside of the FB App ecosystem.
jgrahamc 9y ago
What is cloudflare's endgame for investors? For some reason I don't think there are enough enterprise customers for cloudflare to become a multi billion dollar company. Why not? Also, Cloudflare has literally millions of web sites, APIs, applications using it. We are not limited to enterprise deals at all.
- shimon_e 9y ago
  Actually, I just crunched some numbers and its not unreasonable to estimate that you are currently doing 8 figure sums monthly. Maybe it's not a bad idea to invest in cloudflare :)
ryanlol 9y ago
There's no lack of governments and non-governments who'll gladly pay for access to the plaintext web traffic hitting the literally millions of web sites, APIs and applications on CloudFlare.
- eastdakota 9y ago
  See the "Things We Have Never Done" section: https://www.cloudflare.com/transparency/ https://www.cloudflare.com/transparency/
  - dsl 9y ago
    Google went years without knowing their backhaul had been compromised. If you think your cooperation stands in the way of the NSA using you for bulk collection, I've got a bridge to sell you.

Kpourdeilami 9y ago

To me, it seemed like they're putting the money into the apps that run on CloudFlare's platform and not CloudFlare itself

thephyber 9y ago
I agree, but I think there's an implicit additional $100MM investment in CloudFlare, for qualifying companies. This seems analogous to when FB neutered FP Games from NewsFeed, Zynga took a nosedive and Zynga didn't seem to thrive outside of the FB App ecosystem.

jgrahamc 9y ago

What is cloudflare's endgame for investors? For some reason I don't think there are enough enterprise customers for cloudflare to become a multi billion dollar company. Why not? Also, Cloudflare has literally millions of web sites, APIs, applications using it. We are not limited to enterprise deals at all.

shimon_e 9y ago
Actually, I just crunched some numbers and its not unreasonable to estimate that you are currently doing 8 figure sums monthly. Maybe it's not a bad idea to invest in cloudflare :)

ryanlol 9y ago

There's no lack of governments and non-governments who'll gladly pay for access to the plaintext web traffic hitting the literally millions of web sites, APIs and applications on CloudFlare.

eastdakota 9y ago
See the "Things We Have Never Done" section: https://www.cloudflare.com/transparency/ https://www.cloudflare.com/transparency/
- dsl 9y ago
  Google went years without knowing their backhaul had been compromised. If you think your cooperation stands in the way of the NSA using you for bulk collection, I've got a bridge to sell you.