How Cloudflare fails

It's hard to stay patient in an irrational market

Disclaimer: Opinions expressed are solely my own and do not express the views or opinions of my employer or any other entities with which I am affiliated.

Photo by Jaffer Nizami on Unsplash

I’ve been talking with many people in my networks as well as my peers about the growth of security engineering. It’s a trend that has become more visible as companies choose to experiment with an engineering-focused security function. The recession is driving most of this as companies look to reduce costs and become efficient. As a result, it’s not uncommon to see operational functions report to engineering. Given security’s typically close collaboration in engineering, it makes sense to gradually make it more engineering-focused to drive efficiency.

This brings Cloudflare front and center into the conversation. For those who have subscribed recently, I believe that Cloudflare is the most underrated security company in the past. I have un-paywalled the article so that people can gain some context why.

Frankly Speaking - Cloudflare is the most underrated security company

However, I’ve written in the past about why I believe certain security companies like Crowdstrike and Zscaler would fail. It’s only befitting that I do this for Cloudflare also.

Recap on Cloudflare

I’ll keep this short since I wrote about Cloudflare in the Substack article linked above, so feel free to read that for more details. Cloudflare started as a CDN company but now has focused its offerings on security, such as WAF, SWG, email security, etc. They have a strong following in engineering.