I talk with Muji of hhhypergrowth about investing in the Software as a Service (SaaS) industry, and more specifically we focus on Cloudflare, Fastly and the possibilities of Starlink.

Find Muji on Twitter: hhhypergrowth

What are Edge Networks? https://hhhypergrowth.com/what-are-edge-networks/

What is Cloudflare, https://www.cloudflare.com/learning/what-is-cloudflare/

What is edge computing, https://www.cloudflare.com/learning/serverless/glossary/what-is-edge-computing/

Cloudflare IPO Roadshow video, https://www.youtube.com/watch?v=dcbcklrmNdM

Fastly Investor Presentation August 2020, https://investors.fastly.com/files/doc_presentations/2020/08/12/2Q20-FSLY-Investor-Deck-(2).pdf

Timestamps

2:50 - Investment thesis for SAAS (software as a service)

7:10 - Cloudflare as a proxy

9:50 - Indie developers using Cloudflare

10:!5 - Cloudflare caching assets

13:25 - What’s next for Cloudflare?

14:40 - Edge networks

20:50 - Edge networks

22:08 - Extending the commute capabilities of dumb devices

23:40 - Edge servers summary

25:20 - Cloudflare plans for edge servers to do full compute

27:00 - Fastly

28:55 - Cloudflare wants to be a better internet

29:45 - Durable objects

31:35 - Cloudflare platform

32:45 - Cloudflare/Fastly compared with Amazon AWS

36:20 - Risks to Cloudflare/Fastly

37:00 - Can Starlink disrupt Cloudflare/Fastly?

42:30 - Starlink’s timeline

44:25 - Starlink ambitions for 1/2 of long haul data

46:10 - Starlink agreement with Microsoft Azure

48:50 - Development platform of edge networks + data compliance

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