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Some times special companies doing special things you can give a longer leash. Eg Tesla or Amazon or Zoom or Nvidia or Shopify, truly unique world disruptive companies. Note: I’m using these as examples not specifics to make my point.

This said, what makes Fastly so special, unique, must have? How are they disrupting and changing the world?

I see yet another CDN (yes, maybe they do things better. I don’t know. But switching costs were not much if TikTok is an example) that is planning to do the same on the edge (like so many others are).

So this also said, does a Fastly deserve a long leash when (correct me if I’m wrong) it is a technology provider not much different than multiple others, who is also growing slower (materially so) than say a NET?

Doing so during a period of time when remote and content delivery is skyrocketing at that.

So from this perspective, what makes Fastly special enough to argue so fiercely for it? I’m not saying it sucks (no, it has a good business going on). I’m merely saying it does not appear to be that rare special one of a kind world changing business that justifies a long leash and such passion for it.

Succinctly let me know why I may be wrong here.

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