3 ms·
Cloud flare has it, they are aiming for it. Definite income vs possible income cannot be priced in the same way, assuming the CF valuation is justified.
by osrec 2y ago
Cloud flare has it, they are aiming for it. Definite income vs possible income cannot be priced in the same way, assuming the CF valuation is justified.
- alephnerd 2y agoCloudflare has a much smaller ACV than Wiz, as a CDN play is very different from a CNAPP play. Wiz also has amazing product market fit (almost everyone who's used it has raved about it). And in the hierarchy of needs, it's easier to place infra security over "yet another CDN"