Sort of agree, except Cloudflare's new products all seem to scale nicely off their core competencies, so they can offer them more cheaply and (hopefully) more reliably. Maps and mail were more like "ways of getting to know you really really well".

That's why I've been really impressed with their strategic execution: they seem to have a pretty laser focus on "Given what we already have now, and how much it costs to operate, what can we do that Amazon/Google/Microsoft can't easily duplicate at a competitive price point?"

With a healthy dash of "What are people actually trying to accomplish?"

The weakness at hyperscale is that all products feel like some mistranslation of the generalized form of an HR request: almost for everyone, but perfect for no one. Probably because nothing less than a TAM of "everyone" moves their revenue needle.

But then what happened....

Apparently the fire nation attacked ...