I know it's over valued right now, but I think CloudFlare can make a big impact in cloud.
Cloud is new, with a lot of software to be built for it. The big 3 are ahead of CloudFlare in the race to having mastered cloud, but AWS, GCP, and Azure have still just started and CloudFlare is moving a helluva lot faster.
Further explaining the cloud development speed disconnect, the big 3 have become complacent with their oligopoly. Due to their complacency, their software is expensive and sub par. CloudFlare is hungry. CloudFlare's culture of innovation and growth is unparalleled.
CloudFlare's network is 2x the size of AWS. CloudFlare has the largest foundation for the development of the best use cases (software).
CloudFlare has the competitive advantages of having the best hardware for and the tightest focus on cloud.
In the meantime, CloudFlare has gotten on the radar as the largest non big 3 cloud network. To truly be a force in the cloud space however, there's a lot of catching up to do.
Despite CloudFlare's rapid technological growth rate and potential, it's a tall order to become the 4th cloud provider. CloudFlare has negative income but is sitting on a lot of assets and equity, hopefully fuelling enough R&D and marketing to propel CloudFlare into at least that fourth spot.
CloudFlare's a risky play but the potential upside is having ownership of a business in an industry with essentially no competition a few years down the line.
The cards are all there for CloudFlare to catch up, all that's left is good execution and luck.
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