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You’ve probably clicked this Cloudflare box a thousand times. That little checkbox is just one of over 60 Cloudflare products powering over 20% of the global internet, including over 80% of leading AI companies.
Cloudflare protects the world's largest websites from attacks and bots, all while speeding up the web. Beyond security, they provide a massive developer platform used by over 4.5 million engineers.
In 2024, GTF invested in Cloudflare and it's rapidly becoming one of the most essential internet service companies in the world.
Want to know the full thesis? GTF Investment Analyst Sam Eden joins Business Breakdowns to unpack the company's competitive advantage.
