$NET I take a very critical view. I consider their moat to be small. They have data centers all over the world and use them to distribute content. Many hosting companies such as $IOS use this and thus save on DDoS protection costs.
But: If Microsoft or Google use their existing data centers to offer the same service tomorrow, the difficulty of switching is manageable. And they have the know-how, because they already offer something like this within their own cloud services.
But: If Microsoft or Google use their existing data centers to offer the same service tomorrow, the difficulty of switching is manageable. And they have the know-how, because they already offer something like this within their own cloud services.
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@devnerd_daddy Strong explanation, I can work with that
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@devnerd_daddy But Cloudflare doesn't just do cybersecurity
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@User03 They actually only do CDN.
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@devnerd_daddy Yes, cyber security is only a very small part of it, CDNs are primarily there to get the data from A to B faster and they already have some advantages due to their large network to reduce the transmission distance. Security is actually only a very small part of it in my opinion
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@User03 I may have misunderstood and you don't mean the point about security, but I do see an advantage over other companies here
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@User03 What I mean is that their only strength, namely the CDN, can easily be copied by Microsoft or Google. In the end, the data centers only cache data and that's exactly what every cloud provider does with geo-redundant data centers. So the moat is very weak.
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@devnerd_daddy Now I've understood it and yes, that could be the case, it's just a question of which products ultimately bring more to the end user
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@devnerd_daddy Hey Devnerd, what would be your favorites?
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@WarrenG I honestly admit that I don't know the others that well. I know Cloudflare because I worked with them professionally and have been following what they do on the side ever since. I also have a lot to do with Azure, hence the parallels with Microsoft.
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