

Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
11 snips Dec 13, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 6min
Are You Buying Crypto on Credit Cards?
05:59 • 4min
Investing in Cryptocurrency
09:43 • 2min
Cloudflare and DDOS Protection
11:58 • 5min
Cloudflare Is a Trojan Horse, Right?
16:33 • 3min
Cloud Flare and the Third One Is Bigger Than CDNs
19:42 • 2min
Is There a Stacking of Regulations in Different Jurisdictions?
21:25 • 5min
Cloudflare Is Trying to See This Platform With That Kind of Energy, Right?
25:57 • 3min
The Challenge for Cloudflare, Right?
29:09 • 3min
Cloudflare Is Not Just a Trial, Right?
32:12 • 5min
Using Off the Shelf, Commoditized Hardware
37:09 • 1min
Cloudflare's Long Term Thinking Is a Good Sign for the Future, Right?
38:35 • 2min
Cloudflare Needs to Compete With the Big Tech Companies
40:26 • 3min
Is That a Credible Pitch?
43:26 • 2min
Is Twilio Getting Bigger?
45:20 • 3min
Is There a Lull Moment in the Talent Market?
48:08 • 5min
Is Big Tech Retaining in Hiring?
52:58 • 4min
Is There a Trade-Off Between Top Line and Margin?
57:08 • 3min
How Much Value Is Created by Each Approach?
01:00:33 • 2min
Is AI Going to Make Engineers Much More Productive?
01:02:22 • 4min
Cloudflare and the Other Companies Are a Lot More Productive, Right?
01:06:05 • 2min
Cloudflare or Those Are the Best Ones, Right?
01:08:11 • 5min
The Hardest Thing to Not Sell Along the Way
01:12:43 • 2min
Cloudflare vs DataDog - Is CloudFlare a SaaS?
01:14:31 • 3min
DataDog
01:17:56 • 4min
DataDog vs Splunk Cloud
01:21:42 • 2min
Cloud Security - Is Bottom-Up Relevant?
01:23:14 • 2min
Is Data Dog a Mini Microsoft?
01:24:53 • 2min
Is There a Talent Arbitrage?
01:26:53 • 6min
CEOs, You Still Need to Have the Correct Framework, Right?
01:32:27 • 3min
CloudFlare and Datadog
01:34:57 • 4min
Can the Carrot and the Stick Distort Management?
01:38:28 • 2min
Cloudflare and Ditterdog - Are They Learning the Public Market?
01:40:41 • 2min
Is Software a Great Business?
01:42:59 • 2min