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A comment on Turns out half the internet has a single-point-of-failure called “Cloudflare”. Parent comment

Re:Turns out half the internet has a single-point-of-failure... by chacham15 on Monday July 20, 2020 @05:22PM (#23902053)
The relevant excerpt seems to be here:

Market Opportunity

We believe our platform disrupts several large and well-established IT markets. The key markets that are addressed by our platform include VPN, internal and external firewalls, web security (including web application firewalls and content filtering), distributed denial of service (DDoS) prevention, intrusion detection and prevention, application delivery controls, content delivery networks, domain name systems, advanced threat prevention (ATP), and wide area network (WAN) technology. From our analysis based on IDC data, $31.6 billion was spent on those products in 2018, which is expected to grow to $47.1 billion in 2022, representing a compound annual growth rate of 10.5%. We also are actively developing new products to address adjacent markets including compute, storage, 5G, and Internet of Things (IoT) that are not included in the estimate of our addressable market.

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Re:Turns out half the internet has a single-point-of-failure... by thepangolino on Tuesday July 21, 2020 @09:19AM (#23906577)
That’s just general market analysis. It doesn’t say anything about what their hedge is. Or was it simply that the existing actors were that inefficient/price gauging.
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