Re:AWS is playing chess, Cloudflare is playing Go
by tw04 on Monday October 18, 2021 @10:48AM
(#28905977)
Perhaps you meant Goliath?
In any case, it kind of is a David vs. Goliath. Cloudflare currently employs ~1800 people and has revenues of under a billion dollars. They don't qualify as a large enterprise by anyone's definition. They aren't a 2-man shop but they are very much a David in the broader market. Amazon is an absolute monstrosity in comparison.
Re:AWS is playing chess, Cloudflare is playing Go
by chucksmash on Monday October 18, 2021 @11:14AM
(#28906247)
Golias is used in some other languages. See, e.g., http://www.bibliadinamica.comunidades.net/o-gigante-golias
Re:AWS is playing chess, Cloudflare is playing Go
by imwillofficial on Monday October 18, 2021 @11:30AM
(#28906470)
Interesting read!
Re:AWS is playing chess, Cloudflare is playing Go
by didibus on Monday October 18, 2021 @01:09PM
(#28907849)
I think OP is correct, I'm not sure a judge would say that the "market" here is the entire set of cloud offerings. If the market is CDN, Cloudflare is the current market leader.
I think this is generally how things are seen. For example, in the Apple vs Epic lawsuit, the judge said the market was "mobile gaming", and that in that space Apple was not a monopoly.
Amazon total revenue adds up, but in each of the cloud categories they operate in, are they the leader?
I repeat, Cloudflare is already the world's leading CDN provider, ahead of AWS by a long margin. This is not a David vs Golias story. At most it's a CDN Golias vs a all-in Golias.
It's disingenuous to compare Cloudflare and it's CDN offering to AWS at face value based on gross revenue. AWS offers everything from build pipelines to satellite ground stations, and even provides backup services comprised of a big truck with armed guards.
Cloudflare is impressive and very successful, but it's by no means a small upstart, specially when it serves a market where it eclipse all competitors, including AWS.