5 ms·

For as long as investors believe there is potential growth that can be turned into a profit in future. It’s clear people believe that CloudFlare have a good ch

For as long as investors believe there is potential growth that can be turned into a profit in future. It’s clear people believe that CloudFlare have a good chance of seriously competing with the “big” players. AWS has quarterly revenue of about $140B, CloudFlare at about $0.2B has a lot of potential growth ahead. Their strategy is clearly to expand into more of the cloud services industry. There are a few missing pieces currently (VPS, Containers, Database servers) but I’m confident they have plans in those areas. The interesting thing is that they are approaching each area thy go into with new ideas. Although I wouldn’t be surprised if we see them make some acquisitions at some point.

systemvoltage 5y ago
If you listen to their earnings call, the CEO emphasizes that he wants Cloudflare to be positioned along side the Big Tech Cloud, not against. But, I think you're right. Cloudflare will slowly encroach into the space of Workers + Workers KV + Pages and double down on serverless + edge compute – chip away at Lambda/App-engine with a gateway type product to offer with it. Currently, they're mostly focused on CDN + ZeroTrust security. Also they announced acquisition of Vetrix. I've never heard of it but seems interesting that they're venturing into app-level security market as well: https://cloudflare.net/news/news-details/2022/Cloudflare-Acquires-Vectrix-to-Help-Businesses-Gain-Visibility-and-Control-of-Their-Applications/default.aspx https://cloudflare.net/news/news-details/2022/Cloudflare-Acq... Cloudflare's genius is in offering free CDN service for most solo people. That seems to be like the way Photoshop allowed pirating of the software with little DRM control, get people to use the product first. I wish SalesForce did that, they have no free plan. For my scrappy company, we just use excel sheet for CRM.
- mobilewatch7 5y ago
  Salesforce does offer 10 free licenses for nonprofits.
  - adar 5y ago
    Does one count as a nonprofit if their company is losing money? :v
- tthun 5y ago
  Hubspot has a free tier.
- syshum 5y ago
  even if you had saleforce it will all end up in excel anyway...
missedthecue 5y ago
I think you mean $14B not $140B (And these days it's a tad over $16B)
- deleted 5y ago
  [deleted]
- samwillis 5y ago
  Yep, typo. Thanks! $140B would be insane.

systemvoltage 5y ago

If you listen to their earnings call, the CEO emphasizes that he wants Cloudflare to be positioned along side the Big Tech Cloud, not against. But, I think you're right. Cloudflare will slowly encroach into the space of Workers + Workers KV + Pages and double down on serverless + edge compute – chip away at Lambda/App-engine with a gateway type product to offer with it. Currently, they're mostly focused on CDN + ZeroTrust security. Also they announced acquisition of Vetrix. I've never heard of it but seems interesting that they're venturing into app-level security market as well: https://cloudflare.net/news/news-details/2022/Cloudflare-Acquires-Vectrix-to-Help-Businesses-Gain-Visibility-and-Control-of-Their-Applications/default.aspx https://cloudflare.net/news/news-details/2022/Cloudflare-Acq... Cloudflare's genius is in offering free CDN service for most solo people. That seems to be like the way Photoshop allowed pirating of the software with little DRM control, get people to use the product first. I wish SalesForce did that, they have no free plan. For my scrappy company, we just use excel sheet for CRM.

mobilewatch7 5y ago
Salesforce does offer 10 free licenses for nonprofits.
- adar 5y ago
  Does one count as a nonprofit if their company is losing money? :v
tthun 5y ago
Hubspot has a free tier.
syshum 5y ago
even if you had saleforce it will all end up in excel anyway...

missedthecue 5y ago

I think you mean $14B not $140B (And these days it's a tad over $16B)

deleted 5y ago
[deleted]
samwillis 5y ago
Yep, typo. Thanks! $140B would be insane.