Cloudflare

includes Cloudflare Enterprise

19 statements across 4 episodes · 6 bullish · 1 bearish · 4 people on the record · first statement Mar 17, 2019 by Matthew Prince · said 55 times in 6 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Nathan Latka (36), Matthew Prince (13), Ben Gabler (2), Andre Potorac (2), Vlad Malinan (1), Patrick Bosworth (1)

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every mention, scene by scene, with the transcript →

Everything said about Cloudflare, oldest first

Mar 17, 2019 bullish
Assertion Not checkable as stated
Cloudflare inside sales reps generate $1.3M new ARR annually
“No, over 12 months, 1.3 million in new AR per year, which is about twice what you would get from a high performing other SAS company where that's usually around 700,000 dollars per fully ramped rep.”
Matthew Prince Mar 17, 2019 ▶ 14:18 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 bullish
Prediction Not checkable as stated
Prince: Decentralization is likely to disrupt major tech leaders including Cloudflare
“I don't know whether it's going to be crypto in any of the forms that it is today, but I do think that something decentralized is, is is important. And I think that that, that is likely to be disruptive to a number of companies that are very successful today, …”
Matthew Prince Mar 17, 2019 ▶ 27:24 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Supported
Prince: Cloudflare powers over 10M web properties and APIs
“We have over ten million web properties, APIs, mobile applications that sit behind our network, and we run a network that literally spans the world everywhere from not very exotic places like San Jose to Djibouti and All across mainland China.”
Matthew Prince Mar 17, 2019 ▶ 2:39 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 neutral
Disclosure
Cloudflare kept every funding round secret for nine months
“Every round that we've done, we've kept secret for at least nine months after we did it.”
Matthew Prince Mar 17, 2019 ▶ 7:33 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 neutral
Assertion Contradicted
Prince: Cloudflare is operating at basically break-even
“We run the business that basically break even today.”
Matthew Prince Mar 17, 2019 ▶ 9:01 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Supported
Prince: Cloudflare retains more than half of $183M raised in bank
“And, you know, I'm proud that we have still to this day you know, more than half of that still in the bank.”
Matthew Prince Mar 17, 2019 ▶ 5:31 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Not publicly verifiable
Prince: Some customers pay Cloudflare over $1M per year
“We have companies that pay us over a million, you know, over a million dollars a year.”
Matthew Prince Mar 17, 2019 ▶ 3:13 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Supported
Prince: Cloudflare owns equipment in nearly 100 countries and 150+ cities
“So we own equipment in nearly a hundred countries around the world, a hundred and over a 150 cities around the world.”
Matthew Prince Mar 17, 2019 ▶ 4:53 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 bullish
Assertion Partly supported
Cloudflare is growing at high double digits past $100M ARR
“We're growing still high double digits at the rate that we're at, which is which is really, really, really you know, amazing.”
Matthew Prince Mar 17, 2019 ▶ 8:17 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Not checkable as stated
Prince: 25% of Cloudflare enterprise business converts from self-service
“About 25% of our mid-market enterprise business actually graduates from the self-service business.”
Matthew Prince Mar 17, 2019 ▶ 19:07 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Not checkable as stated
Prince: Cloudflare self-service customers average $100 per month
“We have what we think of as our self-service business, which are people who come in, give us a credit card, and pay for the service, and that's going to be around a hundred dollars a month on, on average.”
Matthew Prince Mar 17, 2019 ▶ 3:52 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 neutral
Assertion Supported
Prince: Cloudflare's acquisitions are small acqui-hires under ten people, not revenue plays
“Most of the acquisitions that we've done have been aqua hire types of acquisitions. I think we've done two that have had A little bit of a technology component to them, but again, still very, very small teams, 10 or fewer people as part of that nothing so far …”
Matthew Prince Mar 17, 2019 ▶ 21:20 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Not checkable as stated
Prince: Cloudflare enterprise tier starts at $5K per month
“We have what our mid-market and enterprise Customers, which we have a traditional enterprise sales team for, and those will be, you know, it really varies, but sort of starting at 5000 dollars a month and up from there.”
Matthew Prince Mar 17, 2019 ▶ 4:02 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 bullish
Assertion Not checkable as stated
Cloudflare signs up 15,000 new sites daily mostly at zero CAC
“Every day, you know, 15,000 new sites sign up for our service, most of whom heard about us with, there were zero customer acquisition costs.”
Matthew Prince Mar 17, 2019 ▶ 13:47 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019 positive
Assertion Supported
Prince: Cloudflare reached $50M in revenue within four and a half years
“The metric I remember is that we went from zero to fifty million dollars in, I think, four and a half years, which puts us in some pretty, pretty amazing company with companies like Salesforce and Workday and others.”
Matthew Prince Mar 17, 2019 ▶ 6:35 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Mar 17, 2019
Assertion Supported
Prince: Cloudflare does not run on AWS, Azure, or Google Cloud
“So we're not running on top of AWS or on top of Azure or Google. We actually had to build the network out ourselves.”
Matthew Prince Mar 17, 2019 ▶ 5:05 1331 How CloudFlare Broke $100m in ARR Securing The Internet, No $2.5B Amazon Acquisition
Sep 14, 2019 neutral
Assertion Supported
Cloudflare Created a $100M Fund and Acquired Eager for an App Store
“They made a one hundred million dollars fund. And they bought a platform called eager to try to release such an app store.”
Andre Potorac Sep 14, 2019 ▶ 4:40 1512 He'll Help You Build Your Own Company App Exchange
Nov 21, 2022 positive
Insight
Alternative cloud providers readily grant free startup credits upon request
“Contact some of these phoenix naps of the world that are not Google Cloud or Amazon and say, hey, I want to build something. Can I get a startup credit? And they'll give it to you. Cloudflare. All of them.”
Ben Gabler Nov 21, 2022 ▶ 6:31 The Simple PR Template We Used to Bootstrap to $1m in ARR
Dec 17, 2025 negative
Opinion
Malinan: Cloudflare and Akamai built-in media compression is not great
“Other suppliers like Cloudflare, Akamai, they already have the built-in. One, which is not great, but for most of the customers, that works.”
Vlad Malinan Dec 17, 2025 ▶ 11:41 Bootstrapping Through War to $6M ARR: A SaaS Founder Story
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