Could you please elaborate why Fastly is a natural winner? Is Shopify’s success really so predicated on Fastly’s tools?
Not Bear. I wouldn’t call it “a natural winner.” CDN is, for all practical purposes, a commodity product and in commodities the better technology wins. It is the case of the better mousetrap.
I just read the Fastly Shopify page (thanks JPutter for the link). When an enterprise the size of Shopify gives such glowing feedback one can sure that it is the better technology, it confirms that going back to the drawing board to create a new and better CDN architecture was a brilliant move. This makes Fastly a technology disruptor. Incumbents have the millstone of incumbency when facing off against Fastly. A lower price will not take business from Fastly because CDN has now become mission critical for high volume internet players.
Shopify’s bulk allows it to buy best of breed and all Shopify stores get to benefit from best of breed that they could not possibly have as independents. It’s a fantastic network effect for Shopify and it trickles down to Shopify. Shopify has 350,000 customers who are indirectly Fastly users. Even Amazon uses Fastly. Talk about large numbers.
Denny Schlesinger
long FSLY, no SHOP
CDN Fastly Wins Content Delivery Business For Amazon.com and IMDB Websites
Dan Rayburn | Wednesday May 6, 2020 | 03:59 PM | 3 Comments
I’ve been tracing a lot of content over the past 60 days to see what changes have taken place with the surge in certain types of content consumption, specifically across OTT video, Xbox and PlayStation software downloads and commerce sites. Over the past few weeks I’ve seen a change where images that use to be coming from Amazon’s CDN CloudFront, are now coming from Fastly for both the Amazon.com homepage and their IMDb website. This isn’t any sort of test or trial as it’s been consistent like this for a few weeks.
https://www.streamingmediablog.com/2020/05/fastly-amazon-hom…