Tag: Fastly

Posted on

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”

Posted on

Cloudflare (+Fastly), Computing, and the Future of the Internet

Capital Flywheels added Cloudflare to the Paper Portfolio as part of the December 2019 update.

Over the past year, Cloudflare has done quite well (~+315%) and ranks as one of the top performers in the Paper Portfolio:

A year ago, Capital Flywheels highlighted how Cloudflare was already playing an important role in keeping the internet up and running but has the potential to become even more important – one of the most important internet companies in the coming years – if it successfully leverages its position to build out the developer platform of tomorrow and the future.… Read the rest “Cloudflare (+Fastly), Computing, and the Future of the Internet”