(NET) Cloudflare

At Cloudflare, we have our eyes set on an ambitious goal — to help build a better Internet.

why does Notion let me embed this lol

Current

Last Updated: 05-01-2021

Scorecard

Evolving Thesis

WIP, leaning MT & LT Bullish; NET flat fee model will be more attractive to enterprises who wat NET to underwrite usage-spike risk; LT bullish on NET's vision esp around distributed computing + crypto (ETH networks, IPFS gateways, WASM-friendly isolates)

Current Bull Narrative

WIP;

Current Bear Narrative

WIP; can "isolate"-based performance be replicated by competitors?

Variant Perception

Lack of market commentary around NET opp in Web3 & distributed computing world. NET can compete with centralized cloud computing for compute functions, esp where latency is issue.

Expected Return Profile

LT right skew

Active Notes

Key Phrases

Q4 2020 Earnings Call: ["developer first"; "inverted go to market strategy"; "margin as a strategic weapon"; "one pane of glass"; "half a percent of total applicants"]

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