Cloudflare — Portfolio Company | Angel Investment by Sahin Boydas

Published 2025-07-08 · Updated 2026-05-23 · · AI Hardware and Infrastructure · By Sahin Boydas

Web infrastructure and security platform protecting and accelerating websites.

Cloudflare — Portfolio Company | Sahin Boydas Angel Investments Web infrastructure and security platform protecting and accelerating websites.

Written by Sahin Boydas — serial entrepreneur, 2x exited founder, and angel investor in 207+ startups including OpenAI, Anthropic, Scale AI, and Hugging Face.

About Cloudflare

Web infrastructure and security platform protecting and accelerating websites. Cloudflare represents the kind of company I look for as an angel investor — strong technical founders building in a large market with clear differentiation.

Sector: Infrastructure

Why I Invested

Cloudflare caught my attention because of the team's deep domain expertise and their unique approach to solving a fundamental problem in infrastructure. The market opportunity is massive, and the team has the technical chops to capture it.

Investment Thesis

My investment in Cloudflare reflects my broader thesis on infrastructure:

  1. Large addressable market — The infrastructure market is growing rapidly with significant room for disruption
  2. Strong technical moat — The team has built proprietary technology that's difficult to replicate
  3. Proven execution — Early traction demonstrates product-market fit and team capability
  4. Network effects — The product gets better as more users adopt it

Related Investments

Other companies in my portfolio working in infrastructure and adjacent spaces:

Frequently Asked Questions

What does Cloudflare do?

Web infrastructure and security platform protecting and accelerating websites.

Why did Sahin Boydas invest in Cloudflare?

Cloudflare represents a compelling opportunity in infrastructure with strong technical founders, a large market, and clear product-market fit. The investment aligns with my thesis on backing category-defining companies early.

What sector is Cloudflare in?

Cloudflare operates in the infrastructure sector, which is one of the fastest-growing areas of technology investment.

How does Cloudflare fit in Sahin's portfolio?

Cloudflare is one of 207+ angel investments in my portfolio, which spans AI, fintech, robotics, developer tools, healthcare, and more. I look for companies with strong technical moats and large addressable markets.

More in AI Hardware and Infrastructure

  • From TPU to Your Own Custom Silicon: A Founder's Journey — After years in the trenches of Silicon Valley, I've seen firsthand how the right AI hardware can make or break a company. I'm sharing the hard-won lessons and contrarian insights I wish I had when I started, from navigating the GPU shortage to building our own custom silicon.
  • Surviving the GPU Apocalypse: A Founder's Guide to the Shortage — After years in the trenches of Silicon Valley, I've seen firsthand how the right AI hardware can make or break a company. I'm sharing the hard-won lessons and contrarian insights I wish I had when I started, from navigating the GPU shortage to building our own custom silicon.
  • The 6 AI Infrastructure Mistakes That Are Secretly Killing Your Startup — After years in the trenches of Silicon Valley, I've seen firsthand how the right AI hardware can make or break a company. I'm sharing the hard-won lessons and contrarian insights I wish I had when I started, from navigating the GPU shortage to building our own custom silicon.
  • Cerebras Systems — Portfolio Company | Angel Investment by Sahin Boydas — Building the world's largest AI chips for training and inference at unprecedented scale.
  • Why the Future of AI Is Not in the Cloud 338 — After years in the trenches of Silicon Valley, I've seen firsthand how the right AI hardware can make or break a company. I'm sharing the hard-won lessons and contrarian insights I wish I had when I started, from navigating the GPU shortage to building our own custom silicon.
  • The Counterintuitive Truth About AI Chip Design 869 — After years in the trenches of Silicon Valley, I've seen firsthand how the right AI hardware can make or break a company. I'm sharing the hard-won lessons and contrarian insights I wish I had when I started, from navigating the GPU shortage to building our own custom silicon.

All AI Hardware and Infrastructure articles · Sahin's angel investments · Startups he founded