I did look at their financials - 77% gross margin with 30% revenue growth. Much higher than “commodity cdn” can command. If they cut marketing and r&d they’d be bagging half a b a year in profit but they are investing in growth as they should because it’s working

WalMart has a market cap of almost 600 Billion dollars. Weird dis.

It’s even weirder since Amazon is at $2T, and has long been worth far more than Walmart.

Well, not weird, you got it exactly! Thats the point :) It would be "just Walmart"

AWS is making $100+bn per year and growing at about 20% per year.

Good job, "Walmart"!

Amazon is the internet too. The us-east-1 outage in 2023 took down a lot of stuff.

And, that's a dis, why?

Strange take on AWS.

I think GP's point is that wiz's valuation makes even less sense.

cloudflare is a commodity CDN, amazon is an ecommerce site

Because they have so many using their cdn functionality they can upsell them on other products such as domain registration, video streaming, s3, etc

Cloudflare makes no money on domain registration.

Yet.

Yeah nah... they have great products and their primary business is allowing them to enter markets where other companies can't compete. The valuation is based on potential not the business as it stands today.

And to your point they are popular with the HN crowd which is usually a strong indicator.

They have a lot of products.

And now with their bad hiring practices and shady business deals they might not be popular among HN crowd for long too.