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No. of Recommendations: 21

For what it's worth, rumors flying that Cisco is going to buy Fastly.

Here's the two simple reasons I believe it's true.

CEO Joshua Bixby has cashed out tons of shares and is a venture capitalist. It's in his DNA to build - and sell.

Artur Bergman, the great brain behind the operation, fled the CEO role the second the company went public and seems like the kind of guy who would much rather build great things than deal with the endless meshugas of being a public company.

Fastly's DNA feels completely different than Cloudflare - especially if you follow NET's top execs on Twitter. They epitomize Jim Collin's concept of a BHAG - Big Hairy Audacious Goal - which is to build a better, safer, faster, more innovative Internet. And strike me as limitlessly - in the best sense of the word - ambitious.

I don't gamble but if I did I'd add some FSLY here as the buyout price will likely be over 110.

Curious if any techies believe this impacts NET?


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