R-40
ruleof40
like the underlying industry itself, the software debt markets have changed a lot in the past 5-10 years10 years ago getting a meaningful amount of debt for a software company
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seems like a good day to do a thread on CDN / $FSLY:$FSLY is a CDN infrastructure service, not SaaS and, to a lesser extent, sells value-added softwarethis is why
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