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”