you have a portfolio with 4 companies, Apple, Amazon, Cloudflare, Tesla. and you have to drop one, which do you drop?
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I suspect that whoever unseats AWS as king will do it through developer experience. Cloudflare cares about developer experience, and they're making the right moves.
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I can’t disagree with your assessment. It’s a good business. Do not own but have before and would again.
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PS I originally followed you to observe and learn from your tactical option plays some time ago.
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Cloudflare is also the only provider with actual products to support crypto like ENS and IPFS gateways, NFT steams. Wouldn’t surprise me if they run their own PoS validate nodes in all global 200 data centers at some point
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