Cloudflare Is Not An AI Winner
The answer is ChatGPT. What Does Cloudflare Actually Do?When Amazon introduced and commercialized Cloud computing, the premise was that it can help all companies with IT infrastructure of storage and other software services and save developers a lot of time. As a simple example, rather than IT professionals and developers building servers to store the company's data on, they could just rent storage from Amazon. A race then ensued to build the most storage and offer the most comprehensive software services to enterprises. Amazon was the clear leader, Microsoft was trying to catch up, with Google and others also entering the market. This is a profitable business, and also has high barriers to entry given the amount of capital required. Meanwhile, Cloudflare was simply focusing on protecting websites, initially by focusing on blocking spammers. There were concerns that the company's initial offering would make its customers' websites slower, and so Cloudflare started working on latency is