$Cloudflare(NET)$ This company has already surpassed $100 billion, but it is not a stock frequently discussed in the market. This company came into my view not because it rose over 20% in the past month, nor because any recent financial report data was particularly outstanding. Rather, it was when I was building my website recently—from construction, operation to GEO design—I hardly left the Cloudflare platform. It was at this time that I first fully understood what Cloudflare actually does. After learning about it during this period, I believe its business and future market space will be completely reshaped with the support of AI. Many people's most intuitive perception of Cloudflare is still as a CDN + cybersecurity company, but now and in the future, it has truly entered the middle layer of AI and website interaction. The original business still has a large market, but it is not very attractive; the market space can be estimated. However, the latter is growing exponentially, and the future peak is nowhere in sight. This content is my personal research record, and I also hope that through this perspective, it can help you critically understand Cloudflare's current and future business and strategic mainline. 1. First, let's talk about the existing business. What Cloudflare is doing now, if you are not very familiar with website building, and this article explains based on products, it might be abstract, just like the list shown in the picture below: So we can simply imagine a scenario like this:
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