"Render unto Caesar, Jim Cramer"
I wonder where Matthew Price is rolling this profits now. Recent form 4 show he sells all shares he vests instantly, keeping $NET shares bag at 0. Cognitive dissonance.
Re Cloudflare. While the capital light nature of building out equipment in an ISPs datacenter is a benefit to shareholders, do you think there comes a point in the future where customers view this as a negative? It feels a little like paying a guy to keep your belongings safe and you find out he is storing them at his friends house, but "don't worry he's a good guy".
I might be overthinking this, perhaps physical security is not as important as I think.