Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]

Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]

From Business Breakdowns by Colossus | Investing & Business Podcasts

February 11, 2026 · 1h 10m · Episode 241

About this episode

This episode breaks down Cloudflare's impact on cybersecurity and its market position.

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.⁠⁠⁠⁠⁠⁠⁠ — Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. — This episode is brought to you by ⁠⁠⁠⁠Portrait Analytics⁠⁠⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building…

People in this episode

Host: Colossus

Guest: Sam Eden

Topics covered

  • cybersecurity
  • Cloudflare
  • market share
  • digital infrastructure
  • investing

Keywords

  • Cloudflare
  • cybersecurity
  • web traffic
  • cyber attacks
  • market growth

Sponsors

Portrait Analytics

Mentioned in this episode

Organizations: Cloudflare, Square Peg’s Global Tech Fund

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