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Agree obviously but I think the message is conveyed about what is interesting.

They are competing everywhere CDN, Zero Trust / EdgeSec, Edge Computing, Hosting, etc...

Anyone can think of any good historical good case studies on companies doing this in the past? Like becoming oversaturated, not focusing on one thing enough, or just growing like wild fire across spaces?



They seem to be massively diving into anything that can be computed/stored on the edge, and/or can benefit from a high performance network behind that edge. Which makes sense.

Also, they make quite smart choices. An example of one very smart choice is that they don't do Docker for cloud computation, only Javascript/WebASM, and that means they can spin up code in Isolates in V8 that's much more lightweight than having all the infra needed to do Docker.


Having said that, said smart choice is also an alternative source of lockin, given their egress charges are minimal.




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