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Empor.top
Empor.top
47 episodes
1 day ago
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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All content for Empor.top is the property of Empor.top and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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Cloudflare - Internet's Infrastructure Layer - $NET
Empor.top
52 minutes 56 seconds
6 days ago
Cloudflare - Internet's Infrastructure Layer - $NET

Cloudflare’s journey is the story of how a spam-tracking side project among three founders blossomed into the invisible backbone of the internet, accelerating and protecting 20% of all web traffic worldwide. From its unlikely beginnings in law school to its game-changing freemium model, Cloudflare redefined internet infrastructure—fusing speed, security, and radical transparency into a global platform. Today, they’re not just powering websites, but shaping the future of edge computing, zero trust security, and cloud connectivity. Dive in to discover how relentless innovation and a mission to “build a better internet” transformed Cloudflare into a critical force behind our digital world—one whose best work happens so seamlessly, you might never even know it’s there

Transcript - https://empor.top/us/NET



  • I. Introduction & Cold Open
  • II. Project Honey Pot & The Origin Story (2004-2009)
  • III. The Harvard Business School Summer & Building the MVP (2009-2010)
  • IV. The Early Years: CDN Wars & Finding Product-Market Fit (2010-2015)
  • V. The Platform Expansion & Enterprise Push (2015-2019)
  • VI. The IPO & Going Public (2019)
  • VII. The Modern Era: Zero Trust, SASE & AI (2019-Present)
  • VIII. Competitive Dynamics & Market Position
  • IX. Playbook: Business & Investing Lessons
  • X. Bull vs Bear Case & Analysis
    • The Bull Case: Infrastructure for the Next Internet
    • The Bear Case: Priced for Perfection in a Competitive Market
    • The Synthesis: Execution Risk at Premium Valuation
  • XI. Epilogue & Reflections
Empor.top
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.