At my previous job, we had Fastly as a potential new CDN provider set up against our existing CDN provider and two other new potentials. After a few rounds of calls for bids, Fastly won out.

Based on my experience with the other providers they were also, by a large margin, the most modern - it felt like moving from a 2008 integration to a modern, fully RESTful API with great documentation and decent UI.

This is all anecdotal, but they did combine a great technical platform with great support. If transit prices are the same or similar for all providers in that size category, they have to fight on features and support instead.

I agree re: cannibalizing Akamai and I don't have any inside knowledge at all, just a fan of theirs and the last two companies I've worked for have both been customers. There's the security/WAF stuff that could be hugely lucrative for the larger customers that decide that's a priority. There's also whatever future potential edge computing/serverless ends up having. They're already kind of perfectly positioned to ramp that up if they want to.

I think the easiest short term play is the loooong tail of CDN business that's out there that never would've bothered with Akamai because it's too expensive. Their partnership and bizdev folks are really smart about reaching out to small and mid market PaaS providers to set up coverage for all of the sites under their management. It only takes a few of them to take off in their niche to add up to a fairly significant amount of revenue.

unrelated: I'm a fan of Neocities, thank you for that :thumbsup: