A Flare Across the Clouds : Cloudflare's Earnings Report
Tom Tunguz
FEBRUARY 13, 2023
The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.
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