CML Pro members got a dossier yesterday after I spoke with Fastly's Chief Product Architect.
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$FSLY
There are unfortunate misconceptions about the technology that there two companies are bridging.
But, there is also an obtuse misconception of their differences.
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*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.
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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.
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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.
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It's harder to build.
It's slower to build.
And so Fastly has been slower to market.
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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).
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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.
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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!
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In November 2020, Richemont and Chinese e-commerce giant Alibaba invested $1.1 billion in Farfetch, a London-based online fashion retailer.
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The three groups are partners on a “Luxury New Retail” model that allows Richemont to sell directly to consumers through Alibaba’s popular e-commerce platforms.
I have had a standing belief that Fastly’s technology, based on architectural decisions, is the best in the world in the space of global programmable networks and edge compute (I feel the same way about CDN, but that’s a different subject).
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I believe that architecture makes it the only truly scalable programmable network and I think that the largest enterprises in the world are starting to catch on (and thus Fastly is so dominated with enterprise business).
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I spoke with the head of product just to educate myself, which is to say it’s all out there, but I’m not good enough to grasp it all without help.
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$SHOP Google today announced it’s partnering with Shopify, giving the e-commerce platform’s over 1.7 million merchants the ability to reach consumers through Google Search and its other services. The integration will allow merchants to....
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sign up in just a few clicks to have their products appear across Google’s 1 billion “shopping journeys” that take place every day through Search, Maps, Images, Lens and YouTube. techcrunch.com/2021/05/18/goo…
Has an impact on $BIGC too.
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BigCommerce has the best enterprise set of APIs, according to many. Different universe, but e-commerce is a thing.
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Application Performance Usage Distribution on the Entire Internet
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Statistics for websites using Application Performance technologies trends.builtwith.com/analytics/appl…
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A new Internet is coming.
$FSLY $NET
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A thread continued...
Application Performance Usage Distribution in the Top 1 Million Sites