- Company has great initial product
- Company gets popular
- Shareholders demand infinite growth
- Company becomes rent-seeker
- GOTO 10
I'm with OP - a company that wants to insert itself in the middle of everybody's business is not being altruistic, they're playing the long game.It means "hi spending approver, I'm going to add $100 to our CF account" instead of "hi accounting+management+security, please initiate the process of evaluating new third party vendor Foo for use in my project, I hope we can get it approved and integrated into SSO sometime next month".
1. Due to AI, most of the software is going to be personal apps.
2. For personal apps, (even most commercial SaaS) SQLite is all you need.
3. The Javascript ecosystem is huge in terms of components, libraries. ShadCN and what not.
4. Cloudflare has workers, durable objects which is isolated SQLite, D1 which is isolated SQLite
5. You can run crons, long running jobs, cloudlflare has emails.
6. Cloudlflare has best in class open weigh AI models as API for cheap.
7. Cloudflare has amazing CLI wrnagler but upcoming cf is purpose built for agentic workflows.
8. The built in AI assistant is really really good in guiding you how to setup, architecture and work around limitations etc.
Combine all the above, in next 5 years Cloureflare is going to get stronger with more workloads deployed to it then all three hyper clouds combined.