Aug. 13 at 4:21 PM
$NET is not only gearing up with AI bot tolls and AI agents / apps, it's also involved with post-quantum security. In addition to cybersecurity and all the DNS, workers, performance, block storage, etc. This is why I call them an octopus. No other company is doing all these things nor has so much of the market.
$FSLY? Very funny. Ancient
$AKAM has been dwarfed, though I liked the Linode acquisition (Cloudflare should acquire
$DOCN). ~20% of all sites use Cloudflare (tens of millions). Up to 400,000+ paying customers by now. Just wait until the bot tolls and AI workers are fully marketed. This is my 10 year ACE along with
$CRDO
Cloudflare is in my area of work, by the way. I have been aware of and using them for 10 - 15 years for a number of things. The AI products they are adding now are SIGNIFICANT.
