Cloudflare, every mention
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every year anyone Matthew Prince 50Harry Stebbings 31Jason Lemkin 15Jeff Lawson 3Joost de Valk 2Daniel Levine 2Santi Subotovsky 1Rory O'Driscoll 1Miles Dieffenbach 1Kieran Flanagan 1
Verbatim, from the transcripts: the passages where Cloudflare comes up
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 1:10:46 Jason Lemkin Even Cloudflare isn't this good, right?
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 54:27 unnamed speaker Um, I think it was Cloudflare this morning, um, said that in five years from now, we'll have 1000 times the amount of agent traffic to human traffic. 2 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 20:08 Jason Lemkin The data dogs, Cloudflare, Palo Alto Networks from last week. 2 times in the scene
- ▶ 26:03 Rory O'Driscoll I mean, one of the big things that's happening is like a Datadog or I think a Cloudflare or JFrog or all those guys, their mid-twenties growth, 20% plus operating margins, trading at 15 to 17 times NTM, right?
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 58:54 Everett Randle And so you, I mean, you have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 1:06:38 Harry Stebbings I saw the Cloudflare announcement that, um, now agent traffic has overtaken human traffic for them.
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 31:43 Harry Stebbings It led to a slew, I mean, hundreds and hundreds and hundreds of founders sharing horror stories, uh, including the Cloudflare CEO, um, who said about, you know, his experience with Kostler and Vinod Kostler, uh, 4 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 26:02 unnamed speaker And, uh, I, I don't think any, I, I don't totally get this mea culpa, this ClickUp Cloudflare mea culpa on Twitter. 5 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 0:21 Harry Stebbings And finally, Ablovin HubSpot Cloudflare posts banging numbers.
- ▶ 37:28 Harry Stebbings And then Cloudflare beats and then lays off 20% of its base. 7 times in the scene
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 44:25 Cliff Weitzman Set up a Cloudflare instance and like make sure that your website like sticks around three years after you published it.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 49:31 Jason Lemkin Um, Cloudflare, Twilio, Mongo, Datadog, uh, and even DigitalOcean, which proves anybody can do it, right?
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 9:22 Jason Lemkin The Twilios, the Cloudflare and others, the agents still have use for it.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 1:08:47 unnamed speaker And he wrote that he had helped Cloudflare navigate some very significant issues earlier in the day. 2 times in the scene
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 58:33 Harry Stebbings They announced security update and CrowdStrike and Cloudflare tank eight, nine percent. 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 50:48 Jason Lemkin No, but it's related to the Wix thing, and then I was looking at Cloudflare, which is on my top 3 times in the scene
- ▶ 1:07:18 Jason Lemkin Mine were Palantir, Cloudflare, Shopify, and CrowdStrike. 2 times in the scene
- ▶ 1:15:57 Jason Lemkin And so my, my fourth one, Palantir, Cloudflare, Shopify, it's just the math.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 12:22 Harry Stebbings You saw Cloudflare and CrowdStrike hit like 10% on the back of an Antropic security.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 1:23 Harry Stebbings Cloudflare, CrowdStrike, to name a few.
- ▶ 1:06:42 Jason Lemkin And they're ones you might not want to buy, but they're basically Palantir, Figma, Mongo, um, Cloudflare and Shopify.
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 3:06 unnamed speaker It's kind of comparable with Cloudflare for God's sake in the public markets.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 39:32 unnamed speaker So I'm going to bet Palantir, Cloudflare, Mongo, Shopify, CrowdStrike, and Snowflake. 3 times in the scene
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 18:41 Jason Lemkin I don't know, but, um, it, the, the, it's getting worse when people want to steal your data and sell and, and, and ransom you for a million dollars across 700 orgs, including Cloudflare.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 12:02 Harry Stebbings You know, I've had the founders of Salesforce, Benioff, Atlassian, Mike Cannon-Brooks, Cloudflare, Matt Prince, uh, Dylan Field from Figma, uh, even Carl Pei, the founder of Nothing, the phone company, has created their own
- ▶ 16:50 Harry Stebbings You've got the figmas, the cloud flares, the atlassians, the sales forces in, like, the incumbent insertion point, and then you've got the canvas on the other, kind of more consumer end.
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 55:34 Jason Lemkin Twilio and Mongo and Cloudflare and tons of folks have a little piece of it, a little piece of that massive pie.
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 28:13 Harry Stebbings Well, I do want to jump on a lot of that, but we see your cloud flares, your Salesforce adopt, Microsoft even, adopt Vibe coding environments, ah, that replicate a lovable or a replet.
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 1:08:41 Jason Lemkin It's probably shrinking, but, and leaking all the Salesforce, uh, tokens for Cloudflare, leaking everybody's data too, because it's, it's being ignored, right?
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 1:14:12 Jeff Lawson Like, I always thought, I always admired the product surface area that Cloudflare had. 3 times in the scene
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 1:07:12 Miles Dieffenbach You look at circle, you look at, you know, Nebius, you look at core weave, you look at Palantir, you look at cloud flare.
20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025
- ▶ 24:27 unnamed speaker You actually cited it in a LinkedIn post that I loved and you actually cited Cloudflare CEO. 3 times in the scene
- ▶ 43:54 Kieran Flanagan The other interesting data point that was the CEO of Cloudflare shared was like two billion more people have entered the internet.
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 49:35 unnamed speaker I mean, even the ones, even, you know, the most successful ones, you know, Palantir and Cloudflare are the two most successful public.
Harry debates Cloudflare CEO Matthew Prince: "Should startups target niche markets?" · 20VC with Harry Stebbings
- ▶ 2:19 Matthew Prince And it doesn't have to be cloudflare. 2 times in the scene
- ▶ 8:14 Matthew Prince And, and early on, we would ask questions, like, if Cloudflare ran the entire internet,
- ▶ 9:17 Matthew Prince So, so for instance, when Cloudflare launched, we had a problem, which was we knew in order for this to be a big business, we needed to sell to really big banks and governments and financials, hospitals. 13 times in the scene
- ▶ 11:52 Harry Stebbings But I, I think that's a very specific example related to Cloudflare, if we're being honest.
- ▶ 16:33 Matthew Prince Maybe, but it is, it is, um, you know, I was, there's that, Ray Rothrock is one of the, one of the, um, early investors in, in Cloudflare, and he said, you know, usually,
- ▶ 23:37 Matthew Prince And, um, I think part of Cloudflare's success was we were nobodies.
- ▶ 25:46 Matthew Prince So you have Cloudflare on one side and then the other person, 2 times in the scene
Matthieu Rouif: The Story of PhotoRoom, Is This YC’s Most Capital Efficient Company? | E1074 · 20VC with Harry Stebbings
- ▶ 18:46 Harry Stebbings So, I recently did a show with Matt from Cloudplan.
Matthew Prince: The Two Biggest Mistakes Every Founder Makes | E1072 · 20VC with Harry Stebbings
- ▶ 2:28 Harry Stebbings What was the aha moment for Cloudflare?
- ▶ 5:54 Matthew Prince I met Michelle, who was, uh, so Lee, uh, Michelle and I started Cloudflare, but I met Michelle, and I, and Michelle was just clear, was the person I should start a company with, um,
- ▶ 6:44 Matthew Prince I will say that this is the first job I've had where I haven't been imagining what else I could do, and people now are like, why do you, why do you still, you know, work at Cloudflare? 3 times in the scene
- ▶ 8:23 Matthew Prince And my answer is always like, I'll be a cloudflare because I can't imagine anything else that I would do. 2 times in the scene
- ▶ 11:28 Harry Stebbings Has Cloudflare become you, Matthew? 2 times in the scene
- ▶ 16:34 Matthew Prince I mean, we've had, we've had all kinds of, you know, I mean, it's hard to imagine any threat actor that isn't trying to attack Cloudflare on, on any given moment. 3 times in the scene
- ▶ 19:18 Matthew Prince So when I, when I started at Cloudflare, I said, I've done this now long enough to know what my strengths and weaknesses are.
- ▶ 20:41 Matthew Prince Whereas at Cloudflare, Michelle texted me, don't you dare get hit by a bus.
- ▶ 23:50 Matthew Prince So, so today at Cloudflare, as we think about things, when we have a question of what product to build, ultimately, I'm the one who, who makes the decision on, on that.
- ▶ 26:42 Matthew Prince I, you know, I feel very fortunate to have dated some just incredible people, um, over, over the years, and especially during the time of, of starting, starting Cloudflare, and it could have worked out with almost any of them, um, but I, I… 2 times in the scene
- ▶ 27:35 Matthew Prince Like, and, and, and been successful enough and, you know, made, made enough that I, I wouldn't worry about, you know, like it's, it's one thing to like have, and when, when we started Cloudflare, I was debt broke.
- ▶ 31:27 Matthew Prince You're wildly successful and you, you know, you sell the business or you, or you take it public or what, and it doesn't have to be cloudflare. 2 times in the scene
- ▶ 37:27 Matthew Prince And, and early on, we would ask questions like, if Cloudflare ran the entire internet,
- ▶ 38:30 Matthew Prince So, so for instance, when Cloudflare launched, we had a problem, which was we knew in order for this to be a big business, we needed to sell to really big banks and governments and financials, hospitals, and we needed to sell like… 2 times in the scene
- ▶ 41:05 Harry Stebbings But I, I think that's a very specific example related to Cloudflare, if we're being honest.
- ▶ 45:46 Matthew Prince Maybe, but it is, it is, um, you know, I was, there's that, Ray Rothrock is one of the, one of the, um, early investors in, in Cloudflare, and he said, you know, usually,
- ▶ 51:47 Matthew Prince And, um, I think part of Cloudflare's success was we were nobodies.
- ▶ 53:56 Matthew Prince So you have cloudflare on one side and then the other person, 2 times in the scene
- ▶ 55:46 Matthew Prince You know, and I hope that we're then generating enough wealth across the entire company where the people who have come on this journey with us, um, can, can do it. 3 times in the scene
- ▶ 58:05 Matthew Prince Like Bailey Gifford, who's, you know, one of Kleffler's, you know, top investors in a Scottish firm, their average holding period is 16 years.
- ▶ 58:48 Matthew Prince So Lee, who's the third co-founder, um, uh, unfortunately isn't, isn't at the company anymore, but you know, somebody, I knew Lee longer than, um, than I knew Michelle. 2 times in the scene
- ▶ 1:04:35 Harry Stebbings What needs to happen for Cloudflare to be a two hundred billion dollar company? 3 times in the scene
Joost de Valk: How I Founded Yoast; The Ultimate Guide to SEO; The Threat of AI | E1000 · 20VC with Harry Stebbings
- ▶ 54:57 Joost de Valk I already have, like, I'm a big fan of Cloudflare. 2 times in the scene
ZoomInfo CEO Henry Schuck: Sales Cycle Elongation; Gratitude Journaling; Sales Layoffs | E964 · 20VC with Harry Stebbings
- ▶ 43:21 Henry Schuck From evaluation purposes, snowflake, cloud flare, us, you know, like, and so there is an expectation of perfection.
20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
- ▶ 0:27 Harry Stebbings Cloudflare, Coursera, and Divi, to name a few.
20VC: NEA's Scott Sandell on SPACS and Why Liquidity is One of the Challenges of our Time, Why We Are At An Inflection Point For Secondaries & Why There Is Nothing To Suggest The Boom Will Not Continue
- ▶ 0:35 Harry Stebbings Scott also serves on the boards of rocket ships, including Robinhood, Cloudflare, Coursera, and Divi.
20VC: Accel's Dan Levine on The Current State of Seed & Series A, The Rise of Pre-Emptive Rounds, Solo Capitalists and Multi-Stage Funds Entering Seed & Market, People and Product; What To Prioritise?
- ▶ 40:30 Daniel Levine It's kind of a very, very popular project that's been adopted by huge companies like Cisco, Uber, Cloudflare, Century, Mux, Instana, Segment, Tencent, ByteDance, et cetera, et cetera, et cetera. 2 times in the scene
20VC: Zoom From Series A to IPO, How VCs Can Provide CEOs with Additional Leverage and Why The Negative Effects of Signalling Are Very Real with Santi Subotovsky, General Partner @ Emergence Capital
- ▶ 35:15 Santi Subotovsky So the biggest miss that I've had, uh, is when I first joined Emergence, uh, one of my good friends and classmates, Matthew Prince and Michelle, were getting started with Cloudflare, and I invited them to present here at Emergence, and I…
20VC: Lightspeed's Alex Taussig on VC Risk Mentality, The Current State of Retail & The Mechanics of Cash Flow
- ▶ 30:32 Alex Taussig And there's actually just in my class in business school, Harvard business school, 2009, you had rent the runway, thread up cloud flare and tough mutter.
20VC: DFJ's Josh Stein on Why VCs Must Adapt To Their Founders, The Major Transition Points For Aaron Levie @ Box & Why SaaS Startups Are Growing At A Rate Never Seen Before
- ▶ 17:29 Josh Stein From a DevOps standpoint, you can get running on AWS and Twilio and Cloudflare and whatever else in hours.
20 VC 086: Starting A New Venture Fund and How London Compares To The US with Hussein Kanji @ Hoxton Ventures
- ▶ 18:26 Hussein Kanji You know, so, so you, you back these new industries, so we stand for that, and we, we're very much connected to California, and I kind of, our value proposition to our entrepreneurs, uh, is that we're pretty good about providing shortcuts…