Eating the Cloud from Outside In
Shawn Wang,
SWYX,
Oct 20, 2021
I took note the other day that CloudFlare is acting as an Interplanetary File System (IPFS) gateway. There are rules and such and it's not as straightforward as one would like, but it really points to the company's advantage in providing cloud services - an already-existing network of cloud servers hosting content around the world. This makes their "declaring that they will be the fourth major public cloud" something to take seriously. "Cloudflare... is expanding into other value added pieces by leaning into a fundamentally different (high fixed cost, near zero marginal cost) business model the larger incumbents structurally cannot follow." Things like IPFS.
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