Investing In Edge Networks: Cloudflare, Fastly & Starlink (feat. Muji of hhhypergrowth) (Ep. 195)

I talk with Muji of hhhypergrowth about investing in the Software as a Service (SaaS) industry, and more specifically we focus on Cloudflare, Fastly and the possibilities of Starlink. Find Muji on Twitter: hhhypergrowth What are Edge Networks? https://hhhypergrowth.com/what-are-edge-networks/ What is Cloudflare, https://www.cloudflare.com/learning/what-is-cloudflare/ What is edge computing, https://www.cloudflare.com/learning/serverless/glossary/what-is-edge-computing/ Cloudflare IPO Roadshow video, https://www.youtube.com/watch?v=dcbcklrmNdM Fastly Investor Presentation August 2020, https://investors.fastly.com/files/doc_presentations/2020/08/12/2Q20-FSLY-Investor-Deck-(2).pdf Timestamps 2:50 - Investment thesis for SAAS (software as a service) 7:10 - Cloudflare as a proxy 9:50 - Indie developers using Cloudflare 10:!5 - Cloudflare caching assets 13:25 - What’s next for Cloudflare? 14:40 - Edge networks 20:50 - Edge networks 22:08 - Extending the commute capabilities of dumb devices 23:40 - Edge servers summary 25:20 - Cloudflare plans for edge servers to do full compute 27:00 - Fastly 28:55 - Cloudflare wants to be a better internet 29:45 - Durable objects 31:35 - Cloudflare platform 32:45 - Cloudflare/Fastly compared with Amazon AWS 36:20 - Risks to Cloudflare/Fastly 37:00 - Can Starlink disrupt Cloudflare/Fastly? 42:30 - Starlink’s timeline 44:25 - Starlink ambitions for 1/2 of long haul data 46:10 - Starlink agreement with Microsoft Azure 48:50 - Development platform of edge networks + data compliance Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 💁🏻‍♂️ Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA, SQ, LMND and other stocks at time of original video publish date.Subscribe to Dave Lee on Investing on Soundwise