Fastly's bandwidth prices are high to me: $0.12-$0.28/GB is 2007 rates for transit. Perhaps this is why when GitHub pages started capping bandwidth to lower limits they had also switched to Fastly? For a comparison, I pay less than $0.01/GB for a CDN right now, and the price of transit on average drops 40%/year so even that's above market rate now.
A lot of people (including Cloudflare) just give it out for free, making this really a space for enterprise plays, which at their size, have the clout to push for better rates across many similar competitors, or just running their own infrastructure.
I honestly just don't get the value add here. It really doesn't feel like an IPO play.
A lot of people (including Cloudflare) just give it out for free, making this really a space for enterprise plays, which at their size, have the clout to push for better rates across many similar competitors, or just running their own infrastructure.
I honestly just don't get the value add here. It really doesn't feel like an IPO play.