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Comment by shimon_e | Hacker News Reader

What is cloudflare's endgame for investors? For some reason I don't think there are enough enterprise customers for cloudflare to become a multi billion dollar company.

I love cloudflare and am a happy customer but I'm really interested to know what these investors are thinking before they put up 100s of millions in investment.

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What is cloudflare's endgame for investors? For some reason I don't think there are enough enterprise customers for cloudflare to become a multi billion dollar company.

Why not?

Also, Cloudflare has literally millions of web sites, APIs, applications using it. We are not limited to enterprise deals at all.

Actually, I just crunched some numbers and its not unreasonable to estimate that you are currently doing 8 figure sums monthly.

Maybe it's not a bad idea to invest in cloudflare :)

There's no lack of governments and non-governments who'll gladly pay for access to the plaintext web traffic hitting the literally millions of web sites, APIs and applications on CloudFlare.

See the "Things We Have Never Done" section: https://www.cloudflare.com/transparency/

Google went years without knowing their backhaul had been compromised.

If you think your cooperation stands in the way of the NSA using you for bulk collection, I've got a bridge to sell you.

To me, it seemed like they're putting the money into the apps that run on CloudFlare's platform and not CloudFlare itself

I agree, but I think there's an implicit additional $100MM investment in CloudFlare, for qualifying companies.

This seems analogous to when FB neutered FP Games from NewsFeed, Zynga took a nosedive and Zynga didn't seem to thrive outside of the FB App ecosystem.

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