Low-End Disruption: When vertically integrated premium incumbents get disrupted by "cheap and good enough" modular providers.Ī third model of disruption comes from Kevin Kwok's Atomic Concepts, but that is a closer fit for the Cloud Distros thesis than Cloudflare.Allworth recently wrote an instant-classic application of this on Intel (x86/CISC) vs Apple Silicon (ARM/RISC).New Market Disruption: When incumbents ignore new technologies until it is too late.Prince namechecked the Innovator's Dilemma at Cloudflare's launch in 2010, and in 2021 is still proudly showing off a handwritten note from him in short, you can be sure his lessons are never far from Cloudflare's minds.Īs Ben Thompson noted in his now-famous takedown of Christensen on the iPhone, people often miss that he had two theories of disruption: James Allworth, their Head of Innovation, studied and co-authored a book with him. The canonical thoughtleader of Disruption theory is the legendary HBS Professor Clayton Christensen, and a lot has been made of Cloudflare's Disruption of AWS in fact, Cloudflare cofounders Matthew Prince and Michelle Zatlyn were students of him at HBS. My realization: The big 3 clouds are playing Chess, but Cloudflare is playing Go. Many startups are trying by offering specialized Cloud Distros, but all building with AWS as the presumptive winner of the "first layer cloud" rather than trying to compete. When your market cap is $36 billion and your next biggest competitor is worth $1.6 trillion (~45x larger, albeit not pure-play), this is a bold statement. and declaring that they will be " the fourth major public cloud". In its past 5 birthdays, Cloudflare has gone from world-class CDN to offering: This has been extremely well received, going by the response on HN and Twitter. By far, the show-stopper this year was the announcement of R2 Storage, an S3-compatible Object Storage service that directly takes aim at AWS' "Hotel California" business model. See discussions on Hacker News and InfoQ.Ĭloudflare launched on September 27, 2010, and every year since, it has made it a point to celebrate " Birthday Week" with a raft of launches.
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