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Eating the Cloud from Outside In - swyx.io/cloudflare-go/

...and declaring that they will be "the fourth major public cloud". When your market cap is $36 billion and your next biggest competitor is worth $1.6 trillion (~45x larger, albeit not pure-play), this is a bold statement. Many startups are trying by offering specialized Cloud Distros, but all building with AWS as the presumptive winner of the "first layer cloud" rather than trying to compete.

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