Cloudflare, every mention

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mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Cloudflare comes up

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▶ 43:36 Jason Lemkin So Matthew Prince, the CEO of Cloudflare, you know, one of the biggest AI beneficiaries, wildly successful, super smart guy, a little, become a little bit grouchy, but that's okay. 3 times in the scene

▶ 8:53 Jason Lemkin Cloudflare beat the quarter, raised their guidance and laid off 20% of their company, ok?
▶ 35:29 Jason Lemkin So I picked Datadog, Cloudflare, and Shopify.

▶ 1:16:04 Jason Lemkin We, and the best of everyone from all the leaders from Salesforce to Replit to Vercel to, to, um, Cloudflare to, to, they'll all be there.

▶ 13:32 Jason Lemkin Well, security is a huge, like just this week, if you look poor drift, which sales off bot and Clary bot had a massive security breach and leaked cloudflare security data, um, Z scalers, I mean, Salesforce data, cloudflare, Salesforce… 3 times in the scene

▶ 9:54 Dani Grant He is the SVP of Emerging Technologies and Incubation at Cloudflare. 6 times in the scene
▶ 12:06 Dane Knecht And so that's why we made the decision to deploy the GPUs to the edge, uh, and make it built into the worker's platform or service platform where, uh, you can, uh, quickly, uh, call any of the open source models, deploy your models and run…
▶ 12:06 Dane Knecht And so that's why we made the decision to deploy the GPUs to the edge, uh, and make it built into the worker's platform or service platform where, uh, you can, uh, quickly, uh, call any of the open source models, deploy your models and run… 2 times in the scene
▶ 20:34 Dane Knecht So, uh, Cloudflare does a sort of similar where the farther you go out, the less fidelity you have.
▶ 32:21 Dane Knecht Clouper is very similar.
▶ 42:12 Dane Knecht The cloud we actually think about in three different ways internally.

▶ 13:31 Jason Lemkin I remember I was at an, I was at an event with Michelle Zaitland from Cloudflare right after maybe a year after that IPO.

▶ 1:31 Jason Lemkin And if you look at most of the public SaaS companies, you will have seen that in many cases NRR has come down, but if NRR was really high at a snowflake or a Cloudflare or a HubSpot, it's come down, but it hasn't plummeted to zero. 2 times in the scene

▶ 9:01 Jason Lemkin Some of them are up a bit, the snowflakes and cloud flares and others have actually come back from the bottom, a few others are down, but we're in a world where it's flat and multiples, what public companies are valued at as a multiple of… 2 times in the scene

▶ 21:55 Jason Lemkin There's, there's Cloudflare and others, but when the average pretty good public, and that's, that's rarefied air, pretty good public SaaS company, but if you go on the BVP Cloud Index, which is a great site, and I'll quote it, and you see…

▶ 1:04:23 Jason Lemkin If my public comp is ZoomInfo, or Monday, or Doximity, or Cloudflare, why am I not growing at their rates?

▶ 0:05 Chris Merritt I'm here today to talk about, like, the last 30 years I've been working, the last 10 we've been building Cloudflare. 6 times in the scene
▶ 6:50 Chris Merritt I was with a smaller company prior to Cloudflare that didn't work.
▶ 33:11 unnamed speaker So what type of things did you do in this first and second stage to retain and motivate the team to continue betting and investing in Cloudflare?
▶ 52:24 unnamed speaker I'm curious about how you think about goal setting and how that's changed as CloudFare has grown.

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