People who make the $FSLY and $NET comparison time and time again fail to understand that these are two fundamentally different companies; starting with products, the revenue models, and all the way up to leadership (Prince and Zatlyn!). Cloudflare is going to fundamentally become a part of internet infrastructure while Fastly is just a CDN. I feel extremely confident holding $NET for the next 10 years and will buy any dip. $Fastly, Inc.(FSLY)$
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