As more and more stuff is moved to the cloud, the notion of having on premise network layer makes less sense. And effectively, this is the area that cloud flars. Operating in all those boxes that you used to buy from cisco and f five and juniper and everything. They increase their revenue because it's a foster experience for their customers, but it also lowers their costs. It takes what was a capitalized costs and operationalize it. This aline's incentives. Like someone can't come along and really do what acoma is done. If you're in the net flicks of the facebook, why would you get into network services? You're focused on the application
Ben and James discuss Cloudflare and what it is like going through an IPO, as well as what has gone wrong with WeWork.
Links
Hosts
Podcast Information