Cloudflare is a business that i have admired for a while now. And when i look at this business to day versus the business that i first started analyzing a year and a half ago, this is a stronger company. They just recently, and in the in the most recent quarterly report, they they're guiding for revenue for the full year to be 50 % higher tan then a year ago. I mean, you're looking at a business that just is growing.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode