Updates: Cloudflare - The Three S-Curves (Pt.3) - NET's Strengths & Challenges In Edge Compute & GenAI
Summary
* In Part 3 we compare NET to its edge compute rivals.
* We discuss the attractiveness of Prince's vision of NET becoming the Connectivity Cloud.
* We discuss NET's challenges in offering comparable IaaS services to the hyperscalers and the GenAI limitations.
* Companies discussed include AWS, Fastly, Akamai, Vercel, Netlify, and Edgio.
Act 3
Act 3 is NET’s edge compute, an area that is still very much in incubation mode, but promises substantial growth in the future as the 3rd S