$FSLY My own rudimentary understanding: Fastly is built by developers, for developers. The founders wanted a frictionless method to enable other developers to deliver applications uniquely, speedily, on a global scale, and securely. Legacy CDNs were not up to task - they were not programmable, hence developers could not write their own code or design their application in a way they wanted.

#investinglessons // Years of investing in the stock market has a special effect in humbling the investor and broadening his/her horizons like never before. When I first started out, I would have never bought a stock at its all time high ... 2) Regardless of how much I fancied its underlying business. Books that I had read ingrained me a desire to find “undervalued” companies, not “overpay”, & have a “margin of safety”. As a result, I picked many “undervalued” companies that were of poor quality.