Cloudflare building a CMS is not a content management story. It is a bundling story, and it is worth reading it that way. Cloudflare's core business has always been infrastructure — DNS, CDN, DDoS mitigation, Zero Trust networking. It expanded into compute with Workers, into storage with R2, into database with D1. Each expansion follows the same logic: take a workload that … [Read more...] about The Cloudflare CMS Bet and What It Signals
infrastructure
Orbital Compute: Real Infrastructure or Vapor
The pitch for orbital compute is straightforward: put data centers in space, eliminate terrestrial land and power constraints, serve a global footprint from above. The reality is considerably more complicated. The physics are not the problem. Low Earth orbit is a viable location for processing hardware. Thermal management is harder than on the ground, but solvable. Latency to … [Read more...] about Orbital Compute: Real Infrastructure or Vapor