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Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
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Episode: Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Pub date: 2026-02-11
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Today we are breaking down the cybersecurity giant, Cloudflare.
Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second.
My guest is Sam Eden, Investor at Square Peg’s Global Tech Fund. And while I understood on the surface what Cloudflare does, Sam helped me get into the weeds on how the digital pipes actually work.
So we go through the rise of Cloudflare and how they differentiated themselves vs. the incumbents and fellow upstarts. Through this story, Sam details the product offerings that led to Cloudflare's leading market share, and what growth looks like moving forward.
Please enjoy this episode on Cloudflare.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
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Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Timestamps
(00:00:00) Welcome to Business Breakdowns
(00:02:33) Episode Intro: Cloudflare
(00:03:56) What Cloudflare Does: A Digital Postal Service
(00:06:24) How Shopify Uses Cloudflare
(00:07:29) Serving 20% of the Internet’s Traffic
(00:08:19) The Internet Before Cloudflare
(00:12:01) Cloudflare’s Founding Story
(00:14:32) Easy Onboarding, Powerful Network Effects
(00:16:05) Why Hackers Were Early Customers
(00:16:58) How Cloudflare Benefited f