I doubt anyone who wrote those blog posts or comments on HN believes that this product would cause Apple to go belly up. Apple is literally one of the biggest companies in the world by any measure. Having a mediocre product is not going to tank Apple immediately. Being more and more complacent on their part will cause that.
To see Apple's future just look at what happened to Microsoft in the early 2000s. They got complacent, but they still had that sweet, sweet, Office money right?!
Not liking the latest Apple product, and then showing their stock price as proof those people are "disconnected from reality" seems a bit of an overreach...
Nothing bad will happen to Cloudflare (I'm not sure if something "bad" should even happen...?) because no one knows what a Cloudflare is, and even if people's accounts start getting hacked, how can anyone conclusively determine that it was through this Cloudflare bug?
http://www.theverge.com/2017/2/1/14468090/apple-q4-2016-earn...
Otherwise it would have been a down quarter, no?
Yet since $AAPL released the new MacBook Pro (Oct 27th '16), their stock is up 24%, with a breakout record Q1. Let's not forget that the entire market has been in an epic bull run since Trump took office, so perhaps that is a factor.
Source ($AAPL vs Dow Jones and S&P since Oct 27th): https://www.google.com/finance?chdnp=0&chdd=0&chds=1&chdv=0&...
Don't believe what you see on HN all the time. People here are incredibly intelligent for the most part, but there is frankly lots of disconnect from reality. In my opinion lots of conspiracy theorists, purest, and some social justice warriors pushing agendas.
My opinion... But I think we can bundle GitLab, CloudFlare, and Uber into categories of will be just fine.