Alessio Fanelli relays web scraping and referral traffic figures shared by Cloudflare CEO Matthew Prince.
Opinion
Fanelli: Packaged AI security products cannot be taken seriously right now
“In AI, the surface to attack, which is the model is like still changing so quickly. They're like, you know, trying to formalize something into a product or like try and do something that is like a full, you know, I'm selling AI security. It's not really, you c…”
Opinion
Fanelli: VC Cycles Often Conflict with Real Security Progress
“Once you're in the VC cycle, you kind of need to do things that then get you to the next round. And I think a lot of times those are Opposed to doing things that actually matter and move the needle in the security community.”
Assertion Not checkable as stated
Fanelli: Cursor Default Model Switch Cost Anthropic $200M in ARR
“When cursors switch from Sonnet to GPT-V as like the default model that was like, you know, Two hundred million our revenue for Anthropic that kind of went away and like moved on to GPT-V.”
Opinion
Fanelli: MCP integrations cannibalize SaaS companies' own paid products
“I feel like in a way the MCPs are like, Cannibalizing the products themselves.”
Prediction Not checkable as stated
Fanelli: 2025 will be the first year AI sets job skill floors
“And I think the skill floor more and more, I think, 20, 25 will be the first year where the AI sets the skill floor of a role.”
Insight
Enterprise buyers want AI digital labor, not AI productivity tools
“Most companies that are buying AI tooling, they want the AI to do some sort of labor for them. And that's why the picks and shovels kind of disinterest maybe comes from a little bit. Most companies do not want to buy tools to build AI. They want the AI, and th…”