NET - The Edge Opportunity

A good article from Ben Thompson.

This is why the direction of Cloudflare’s metaphorical plane is so fascinating: Cloudflare’s current addressable market of enterprise security and networking is significant, particularly as remote work has laid bare the problems with traditional approaches; the destination with outsized upside, though, is Internet 3.0, and the resultant need for a service that routes around obstacles, not from nuclear war, but sovereign governments. :