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Replicate is joining Cloudflare

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288 points bfirsh | 3 comments | 17 Nov 25 14:11 UTC | HN request time: 0.62s | source
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redwood ◴[17 Nov 25 15:15 UTC] No.45954306[source]▶
Cloudflare is one of those companies similar to palantir where the valuation just makes you scratch your head. But bringing in AI to try and fill out the AI valuation makes some sense I suppose
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1. svara ◴[17 Nov 25 15:50 UTC] No.45954644[source]▶
I wrote this comment [0] very recently and when I wrote it had in mind that Cloudflare might very well end up being a key player in a more centralized Internet that has developed far away from its original architecture.

Defense against threats is a pretty strong centralization incentive in different kinds of networks - social, biological.

I could imagine that a lot of people are investing based on similar scenarios in their minds.

[0] https://news.ycombinator.com/item?id=45946365

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2. NicoJuicy ◴[17 Nov 25 15:53 UTC] No.45954686[source]▶
> that has developed far away from its original architecture

This was always their architecture, if you watched closely.

My predication 5 years ago - https://news.ycombinator.com/item?id=26821438

> And cloudflare is self hosting it on more edge locations ( i think they could even join the big 3 soon)

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3. redwood ◴[17 Nov 25 15:59 UTC] No.45954781[source]▶
Joining the big three requires capital investments orders of magnitude beyond where they are. Nevertheless I'd like to see someone do it, and if not Equinix then it could be them. But sadly the #4 right now appears to be Oracle.