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-ed...

What is Cloudflare, https://www.cloudflare.com/learning/w...
What is edge computing, https://www.cloudflare.com/learning/s...
Cloudflare IPO Roadshow video,    • Cloudflare IPO Roadshow Video  
Fastly Investor Presentation August 2020, https://investors.fastly.com/files/do...

Timestamps
0:00 - Intro
2:50 - Investment thesis for SAAS (software as a service)
7:10 - Cloudflare as a proxy
9:50 - Indie developers using Cloudflare
10:15 - 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

🐦 Dave Lee on Twitter   / heydave7  
🎧 Apple Podcast: https://podcasts.apple.com/us/podcast...
🎙️Spotify https://open.spotify.com/show/2iin015...
📸 Instagram   / heydave7  

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date.

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:    • Tesla TSLA  
SpaceX Starlink ONLY Videos:    • SpaceX Starlink  
Square ONLY Videos:    • Square SQ  
Lemonade ONLY Videos:    • Lemonade LMND  
Company Analysis Videos:    • Company Analysis  
Interviews:    • Interviews  

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threa...