• Cloudflare — Investment Thesis

  • Oct 30 2024
  • Length: 40 mins
  • Podcast

Cloudflare — Investment Thesis

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  • Summary

  • Ever wonder who actually keeps the internet running? Turns out, for about 20% of all web traffic, it's Cloudflare ($NET). Today we're diving deep into the investment case for one of tech's most interesting companies that most people have never heard of. We break down how Cloudflare went from stopping website attacks to potentially becoming the backbone of AI infrastructure. We unpack:

    • ​Why developers are hyped
    • ​The "pool of funds" deals that are letting Cloudflare land massive enterprise contracts
    • ​How they're positioning themselves to be the go-to platform for AI inference

    Got questions or feedback? Reach out to us at contactinvestorscompass@gmail.com.
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