### Comment:
I think their biggest weakness is sales and they have good tech. Edge networks are not possible to be built by small players so you either have to go with Akamai, Cloudflare or Fastly as a CDN.  
  
 I sell some puts on Cloudflare too but I personally think Fastly will come out on top in the long run.

### REPLY:
Thanks appreciate the color

### END.