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Episode 1: Cloudflare

Episode 1: Cloudflare

Full report into Cloudflare's products, business model & moat

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ValuePie
Feb 27, 2025
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Episode 1: Cloudflare
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Different infrastructures lead to completely different business models.

Cloudflare and Akamai seem like peers in the CDN space, but when viewed through the lens of underlying infrastructure and the business models, Akamai is more like a telecom company, while Cloudflare is closer to a public cloud provider like AWS.

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