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Ask HN: Prediction – Cloudflare will acquire Netlify within 18 mos. Thoughts?
I don't have any professional connections with either company, but I believe this could happen based on the following:
* Static hosting is the next logical progression for Cloudflare. This would allow them to have a nice slice of the developer/devops space, and continue to grow in that market, and may help them dive more into cloud/serverless etc to potentially compete with some of the bigger players in that arena.
* While I'm not sure if Netlify is profitable or not (their free tier provides so much value that it's nuts), they are extremely innovative, and it would be a big win for Cloudflare to be able to integrate Netlify's services into their offerings. The users of Netlify likely overlap a lot with the users of Cloudflare, so it would make sense to combine the users and services of both companies.
* Cloudflare could leverage Netlify's static hosting userbase to push Cloudflare Workers into the market. Netlify already has a dynamic service that makes use of Lambda, so Workers should be able to be easily added as a Netlify dynamic service addon.
Thoughts?