This is a w s g c p, micosoft, azure ali baba. And what's interesting about that by the wa yos so sor to interject, is everyone talks about their being like weev aside Ali baba,. But from the western companies, it's ys time at o and people talk about them as if they're three equivalent companies. Right? There's a w s, which is really, really big. There's azure, which is decently big, but still like less than half the size. And then there's gc p, which is wast smaller. You're actually seeing that same curve that you see in lots of other places
Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork.
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