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Invest Like the Best with Patrick O'Shaughnessy

Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com
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Dec 10, 2020

My guest today is Michelle Zatlyn. Michelle is the co-founder and COO of Cloudflare, a now $25 billion dollar business which she helped take public last year. Cloudflare helps businesses make their websites faster and more secure, and over 25 million websites are running Cloudflare today. In our conversation, we discuss the catalyst for starting CloudFlare, explore the layers of the internet and the future of distributed storage and computing power, and discuss how and why Cloudflare operates its network across 200 cities globally. We close with the importance of finding and working with great co-founders and partners as you build a business. I hope you enjoy our conversation.

 

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This episode of Founder’s Field Guide is also brought to you by NetSuite.

Netsuite allows founders to centralize their payment systems, ditch old spreadsheets and Quickbook tools, and finally gain visibility and control over their financials, HR, inventory, eCommerce - all in one place, instantly.

Whether you are doing a million in revenue or hundreds of millions in revenue - see why over 22,000 companies are using NetSuite today. Schedule your free product tour at 
https://www.netsuite.com/invest.

 

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub.

Follow Patrick on Twitter at @patrick_oshag

 

Show Notes

(2:52) – (First question) – Project Honeypot and how it started

(3:39) – What question was Honeypot solving

(4:59) – Working through the idea maze of Cloudflare

(7:30) – The first iteration of Cloudflare

(8:15) – An overview of the cybersecurity market and why more leaders need to pay attention

(10:33) – First big break for the company

(12:50) – Risks they help mitigate

(16:42) – Cyber weapons that Cloudflare protects against

(20:14) – Hardest part of the building process

(24:06) – Effective marketing lessons

(25:41) – The sharks vs mosquitoes concept

(27:53) – How do decide where to focus next

(31:34) – The Cloudflare workers program

(36:33) – Their scale vs other cloud providers

(42:21) – The finance side of Cloudflare and their relationship vs Wall Street

            (42:40) – John Collison Podcast Episode

(44:47) – Relationship with their founding partners

(50:46) – What about the future is most excites them

(52:32) – Kindest thing anyone has done for her

 

Learn More

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub.

Follow Patrick on Twitter at @patrick_oshag

 

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