Cloudflare Aiming for the King

You come at the king, you best not miss.

Omar Little, The Wire

So in war, the way is to avoid what is strong, and strike at what is weak.

Sun Tzu, The Art of War

Almost two years ago, Capital Flywheels added Cloudflare to the Paper Portfolio shortly after Cloudflare’s IPO. For a while, the market overlooked Cloudflare and largely assumed Cloudflare to be fairly undifferentiated vs other CDN companies like Fastly and Akamai.… Read the rest “Cloudflare Aiming for the King”

How 3D Printing Threatens Amazon…and What That Can Teach Us About the Power of mRNA

The power of mRNA technology to truly transform society in the coming years can be a bit hard to understand.

We can already see the importance of mRNA tech / vaccines in our daily lives because of how central it is for combating COVID-19, but understanding its potential beyond COVID-19 likely takes a bit of a leap of faith for the average person.… Read the rest “How 3D Printing Threatens Amazon…and What That Can Teach Us About the Power of mRNA”