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288 points bfirsh | 1 comments | | HN request time: 0.239s | source
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pm90 ◴[] No.45955122[source]
I was wondering if/when cloudflare would jump into doing “more AI”. Of all the paths they could have taken, this seems like a reasonable one. Hope that the dev team made some money/cloudflare stock from this transaction.
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bogwog ◴[] No.45955253[source]
> Of all the paths they could have taken

They can't innovate themselves, and rather than try to fix the reasons why (change in leadership, corporate structure, etc), they just buy a competitor, which they will most likely run into the ground. Perfectly reasonable!

replies(1): >>45955916 #
1. pm90 ◴[] No.45955916[source]
Their area of expertise is in running large scale infra, which they have innovated a lot to get. They’re acquiring a company that has expertise in an area they're not familiar with, which needs large scale compute infra. It seems like their needs are aligned in this case.