A quick thread.
$FSLY $NET
CML Pro members got a dossier yesterday after I spoke with Fastly's Chief Product Architect.
...
/1
$FSLY $NET
CML Pro members got a dossier yesterday after I spoke with Fastly's Chief Product Architect.
...
/1
$FSLY
There are unfortunate misconceptions about the technology that there two companies are bridging.
But, there is also an obtuse misconception of their differences.
/2
There are unfortunate misconceptions about the technology that there two companies are bridging.
But, there is also an obtuse misconception of their differences.
/2
*Significant* speed difference, so 100x, is a symptom not the end goal.
It is the circumstantial evidence that what Fastly has built will be the only scalable solution.
Nobody, not even Fastly and Cloudflare know what will happen on the Internet with these new clouds.
/3
It is the circumstantial evidence that what Fastly has built will be the only scalable solution.
Nobody, not even Fastly and Cloudflare know what will happen on the Internet with these new clouds.
/3
I would be hard pressed to run a technology company and 'hope' that what suffices today will suffice tomorrow.
If we know anything about technology, it's that what we conceive of is far outpaced by what we realize.
Fastly is not a hope company.
/4
If we know anything about technology, it's that what we conceive of is far outpaced by what we realize.
Fastly is not a hope company.
/4
Fastly has built an architecture that knows the future will bring profound changes and rather than guess, it just built the most powerful technology; the most scalebale technology.
V8 will not suffice.
Browser level will not suffice.
Server side / systems level will.
/5
V8 will not suffice.
Browser level will not suffice.
Server side / systems level will.
/5
It's harder to build.
It's slower to build.
And so Fastly has been slower to market.
...
/6
It's slower to build.
And so Fastly has been slower to market.
...
/6
But slower to market doesn't mean anything when it comes to the ability to succeed in the future - a future we have all seen is always far more complex than we thought.
(Just ask Blackberry).
/7
(Just ask Blackberry).
/7
Customers may not 'care' about the difference between microseconds and milliseconds, but the compute@edge 100x faster cold start is not the end goal, it's the canary in the coal mine.
It's the circumstantial evidence that one architecture dominates the other.
/8
It's the circumstantial evidence that one architecture dominates the other.
/8
And now... I'm done. 🥳
My investment has a thesis.
If I'm wrong, it will be on my terms and those aren't what I heard from that tweet that time from that account that time.
My thesis is informed on research. Tweets (including mine) are not research.
Be well, friends!
/9
My investment has a thesis.
If I'm wrong, it will be on my terms and those aren't what I heard from that tweet that time from that account that time.
My thesis is informed on research. Tweets (including mine) are not research.
Be well, friends!
/9
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