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muji @ hhhypergrowth Profile picture
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12 Oct, 6 tweets, 2 min read
The market sure in love with $NET today in realizing they are a $ZS competitor. Some of us have known this was coming since... uh (checks notes).... February.

Let’s refresh on a few past tidbits.... /1
“Sound familiar? It turns out Cloudflare is now a direct competitor to Zscaler. ... This new product line, Cloudflare for Teams, is a carbon copy of Zscaler.” - me back in Feb /2

hhhypergrowth.com/a-cloudflare-d…
The thing to watch now... they didn’t charge for it til Sept 1. (Very nice of them to help out in the chaos of pandemic.) This Q will have Teams contributing 1 month, while Q4 will have a full Q ... as mentioned in my recent Edge Network writeup. /3
hhhypergrowth.com/what-are-edge-…
“I expect the company to see start seeing a revenue boost in Q420. In addition, their end-to-end protection platform seems to be much easier to deploy than Zscaler's, which is complex enough to heavily require system integration partners.” - me back in Aug. /4
The easy marketing for Cloudflare... “come join the Borg, we can easily assimilate all your networks”. Zscaler’s weakness is the difficulty in implementing it. Your IT dept can hook up to Cloudflare platform much more easily. /5
More from Cloudflare on using the internet as your corporate backbone, now called Cloudflare One: blog.cloudflare.com/introducing-cl…

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More from @hhhypergrowth

muji @ hhhypergrowth Profile picture
12 Oct
The Friday scoop from Forbes played out. $TWLO acquired Segment, a “customer data platform” startup. This adds integration tools, ingest pipelines, customer vision, and analytics into Twilio stack. /1
Lawson really clarifies what they went after: “Communications was just the entry point for the real opportunity, which has been really providing a comprehensive platform for customer engagement....”. /2
“... The one thing that’s always been missing from Twilio as we’ve been building up this customer engagement platform is understanding of the end users themselves. We power the communications, but we don’t actually know who the customers are.” /3
Read 10 tweets
muji @ hhhypergrowth Profile picture
28 Sep
enhances Workers w stateful objects. This opens a huge new use cases for app dev. blog.cloudflare.com/introducing-wo…. Blog post from @KentonVarda does a good job in showing its potential in laymen’s terms. This is pretty exciting from a developer stand point. /1
This is way more impactful than the “edge db” I was guessing (a stateful data store). This is stateful OBJECTS — instead of having a shared db across Worker instances, the Worker instance itself is what is shared. /2
Basically, shared objects can be maintaining state as a mini in-mem storage and logic pod. Think of it as a shared spreadsheet or doc. With this new feature, each doc is a separate Worker instance - you aren’t storing the data in a shared (multi-tenant) database or API layer. /3
Read 13 tweets
muji @ hhhypergrowth Profile picture
28 Sep
Someone has commercials allll over NFL recaps today on Youtube.
Literally one every commercial break. Go $CRWD
Took a vid of part of one, missing first few seconds.
Read 4 tweets
muji @ hhhypergrowth Profile picture
17 Sep
Wow, 10k+ followers. Thank you to all the new folks joining along.

A bit about me - I'm a technologist & investor who likes to dive into the tech behind today’s hypergrowth companies, and what drives the platforms they are creating. All through the lens of an investor.
I really like the companies that are executing incredibly well, customers are flocking to and spending more and more, and that can scale. From there, the best ones can pivot their platform into new directions, expanding TAM.

All that tends to equal investment success.
If that sounds like something you're into, along with some accompanying insights and humor, well then, you're in the right place.

All that plus my new found love of drawing out tech architectures and stick figure portraits.
Read 4 tweets
muji @ hhhypergrowth Profile picture
11 Sep
Some reading material for your weekend - my deep dive into the Snowflake platform & architecture.

Snowflake wants to be the engine that drives all analytics – both business intelligence (BI) and data science (ML/AI) -- over the entire enterprise.
Snowflake provides a turnkey cloud-native, scalable database platform with a heavy focus on enterprise concerns of security, governance & compliance, while having a rich ecosystem of integrations & tooling available for ingest, BI and analytics.
I was pretty amazed by the sheer number of use cases their platform enables. In particular, how the platform allows for the secure sharing & exchange of data between customers and outside users. This includes a Data Marketplace, which enables the rise of the Data Broker.
Read 5 tweets
muji @ hhhypergrowth Profile picture
8 Sep
Slaaaaaaaaaaaaaaaaack. Never been a fan of $WORK’s platform. Too many “free” options like Teams chipping away and now Chat. Yes yes automation is a differentiator. Is that enough?
Condolences to any holders. Intent was not to pile on, just never understood the appeal. On the plus side the growth has been very consistent — but that was probably what drove the sell off. Folks wanted more from the supposed tailwind.
Comparing to is what makes it so stark. Why is Slack not getting ANY of that massive tailwind that Zoom is?
Read 4 tweets

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