A little thread...
$FSLY
I have had a standing belief that Fastly’s technology, based on architectural decisions, is the best in the world in the space of global programmable networks and edge compute (I feel the same way about CDN, but that’s a different subject).
/1
$FSLY
I have had a standing belief that Fastly’s technology, based on architectural decisions, is the best in the world in the space of global programmable networks and edge compute (I feel the same way about CDN, but that’s a different subject).
/1
I believe that architecture makes it the only truly scalable programmable network and I think that the largest enterprises in the world are starting to catch on (and thus Fastly is so dominated with enterprise business).
/2
/2
I spoke with the head of product just to educate myself, which is to say it’s all out there, but I’m not good enough to grasp it all without help.
/3
/3
That conversation has reiterated my view, but more importantly it has allowed me to describe the technology and its differences between any other company clearly, which is to say, the statement ‘Fastly’s technology is the best,’ is kind of meaningless...
/4
/4
... Like, so I think that but so what? Many people think many things. Nobody cares.
I can now at least communicate the differences I see with detail, and clarity.
CML Pro members, I will do so in the next week (ish) and then you can decide how you feel.
/5
I can now at least communicate the differences I see with detail, and clarity.
CML Pro members, I will do so in the next week (ish) and then you can decide how you feel.
/5
I also want to express how highly I think of $NET Cloudflare in this arena, and how much of an impact these two companies will have on a better version of the Internet, bc as of now, as a CEO running an enterprise, the current infra… I dunno... it kind of lacks, tbh.
/6
/6
... It just does.
Technology needs have grown far faster than the tech from the cloud titans has grown and these two companies are enabling it and it’s fabulous.
But, yes, I believe that Fastly’s technology, really from an architectural level, is the best and clearly so.
/7
Technology needs have grown far faster than the tech from the cloud titans has grown and these two companies are enabling it and it’s fabulous.
But, yes, I believe that Fastly’s technology, really from an architectural level, is the best and clearly so.
/7
Now, stock prices could be a different thing altogether – the best tech does not always win (whatever win means).
...
/8
...
/8
For me, if it’s in the realm of infra, I just have to invest in the best tech, and if that decision means not the best returns in the future, then yeah, it’s an opportunity lost.
...
/9
...
/9
We don’t have the future, so my investment goes with the technology with the idea that probabilities are in favor of the best tech winning, but not guaranteed, and there will be new entrants, current players adapting, and many winners.
...
/10
...
/10
That's my story, friends.
CML Pro, you get that formally in a week.
You can learn more about CML Pro here:
bit.ly/CMLPro
/11
CML Pro, you get that formally in a week.
You can learn more about CML Pro here:
bit.ly/CMLPro
/11
I'll be explicit, and no one in will ever have to ask the 'why' to my statement about my opinion of Fastly's technology or the 'how' to how FSLY and NET differ.
You might not agree, but you'll be able to, 100%, understand the claims.
12/12
You might not agree, but you'll be able to, 100%, understand the claims.
12/12
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