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A comment on Nasdaq Sinks 5% as Investors Retreat from AI Trade After Election. Parent comment

Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by sillysaurusx on Thursday November 05, 2026 @01:32PM (#50382639)
Why would either of them do either of those? They seem to be different businesses.

Network effects make it harder for Cloudflare to build Replit than it might seem, too.

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Re:Nasdaq Sinks 5% as Investors Retreat from AI Trade After ... by estearum on Thursday November 05, 2026 @01:42PM (#50382770)
What network effects?

And the reason for Cloudflare to do it is because there are several (apparently) very juicy businesses to be built by slapping a chat UI and off the shelf coding agent on top of Cloudflare infra... Not saying they should do this, but the rationale is pretty self-evident.

The reason for Replit to try going down the stack is platform risk and compressing margins from competitors who also have the brilliant idea of slapping a text box and off the shelf coding agents onto Cloudflare.

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