A Flare Across the Clouds : Cloudflare's Earnings Report
Tom Tunguz
FEBRUARY 13, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure.
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