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1. breaki+Qj2[view] [source] 2026-02-03 23:30:12
>>dabina+(OP)
I wonder if they're stretching themselves too thin? Their CDN product is rock solid IME and so is their video streaming, but they've been adding a lot more "developer-platform" type products, seemingly trying to catch up to CF, and I'm not sure I'll ever trust it enough in terms of staying-power to ever commit to the vendor lock-in there. (I wouldn't with Cloudflare either, to be fair)
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2. bobdvb+U67[view] [source] 2026-02-05 08:49:31
>>breaki+Qj2
There's very little margin in pure CDN products right now, so they're likely only making money on the value add products. Any money from CDNs is likely going back into maintenance, upgrading and growth.
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