Re:Why Replicate is joining Cloudflare
by wongarsu on Tuesday December 02, 2025 @10:17AM
(#46122039)
Some parallels to gmail, which similarly rose to dominance by offering a free tier that was leagues above what everyone else was offering. They were also hailed as the savior, followed by a period of disillusionment. Now plenty of competitors have caught up with almost-as-good free offerings, but the world is still much more centralized than it was before
They and Prince may never go that way, as someone who occasionally picked SaaS/infra stocks, the ratio of their market share/customers metrics to revenues/profit vs other peers was always on the low side (haven't look at their numbers in a while tho)