Cloudflare, every mention
22 scenes (2026) · ← back to Cloudflare
tap a year for its mentions
every year 2026 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.