Sam Eden
Investor at Square Peg’s Global Tech Fund with expertise in technology companies and marketplaces, providing deep analysis of Cloudflare's product, go-to-market, and competitive positioning.
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Feb 11, 2026 • 1h 10min
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241]
Sam Eden, an investor at Square Peg’s Global Tech Fund who analyzes tech companies and marketplaces, breaks down Cloudflare’s rise. He explores how intercepting traffic and developer tools created a data-driven flywheel. Conversation covers scale metrics, peering advantages, product evolution into zero trust and edge computing, enterprise GTM shifts, and AI-related tailwinds.
