Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]

Podcast: Business Breakdowns (LS 54 · TOP 0.5% what is this?)Episode: Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]Pub date: 2026-02-11Get Podcast Transcript ?powered by Listen411 - fast audio-to-text and summarization?Today we are breaking down the cybersecurity giant, Cloudflare.  Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood on the surface what Cloudflare does, Sam helped me get into the weeds on how the digital pipes actually work. So we go through the rise of Cloudflare and how they differentiated themselves vs. the incumbents and fellow upstarts. Through this story, Sam details the product offerings that led to Cloudflare's leading market share, and what growth looks like moving forward.  Please enjoy this episode on Cloudflare.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page??????? here.??????? — Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ?colossus.com/subscribe?. — This episode is brought to you by ????Portrait Analytics????? - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at ?????portraitresearch.com