I haven't looked at any other details, but Googling Fastly says this:<p>"Fastly, Inc. is an American cloud computing services provider. Fastly's edge cloud platform provides a content delivery network, Internet security services, load balancing, and video & streaming services"<p>Just judging by that statement, I feel they're going to be eaten by AWS, GCP, and maybe Azure. However, it seems their focus may be on creating a viable business, rather than trying to spin an open-source project into a business (e.g., Docker Cloud). We already see that Docker is losing business to people using the OSS, but paying Amazon or Google for ECR and GCR, respectively.<p>That being said, there are some smaller somewhat related players, such as PagerDuty that seem to be off to a good start. Twilio's stock has performed well historically, too, as has Splunk. But these later companies seem to be solving problems that make them less direct competitors with the bigger players.