Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
Liberty's Highlights
Cloud Flare and the Third One Is Bigger Than CDNs
The cloud is stacking S curves, right? So the CDN stuff in the US was the first S curve. But that's kind of plateauing out. On top of that, the second thing is the security stuff. And that one is bigger than the CDNstuff. It's a bigger market. If we can use the word, Tam and 2022, maybe Tam has been banned or canceled. I don't know. The third one is the worker platform. In theory, that's even bigger because they keep adding stuff to it.
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