Cloudflare

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Feb 18, 2024 by Jason Lemkin · said 3 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by Sam Lessin (1), Lazar Yovanovich (1), David Singleton (1)

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2026 2 mentions in 2 episodes 1 per episode
2023 1 mention in 1 episode

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Everything said about Cloudflare, oldest first

Feb 18, 2024 neutral
Assertion Partly supported
Lemkin: Procore and Cloudflare have both crossed $1 billion in revenue
“I just wrote up, it just crossed a billion in revenue, right? So many folks are at a billion, Cloudflare's cost a billion.”
Jason Lemkin Feb 18, 2024 ▶ 1:25:44 Building a world-class sales org | Jason Lemkin (SaaStr)
Apr 2, 2026 positive
Assertion Partly supported
Willison: Cloudflare and Shopify planned 1,000 interns due to AI onboarding
“Cloudflare and Shopify, both said they were hiring a thousand interns over the course of 20, 25. Because the intern onboarding costs, it used to be takes a month before you enter and can do anything useful. Now they're doing something useful within like a week…”
Simon Willison Apr 2, 2026 ▶ 29:56 An AI state of the union: We’ve passed the inflection point & dark factories are coming
May 10, 2026 bullish
Opinion
Ries: Cloudflare is a $70B company because of free encryption trust
“The trust that they gained is the reason why they're a seventy billion dollar company today.”
Eric Ries May 10, 2026 ▶ 42:25 How Anthropic, Costco, and Patagonia all build incorruptible companies | Eric Ries
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