@davidmoble @JorelLaraKalel @karenfinerman @GerberKawasaki I rec reading their S-1. Neutral rated for me right now. Lots of competition, but a fast-grower. I wonder if Cloudflare $NET is better (bigger + faster growing). $AKAM and $AMZN are potential threats. I don't have a position (yet), but it's one I've been following.