Matthew Prince, CEO of Cloudflare, reflects on how public market interest in edge AI inference shifted between Cloudflare's initial GPU partnership announcement with Nvidia and 2024.
“And hilariously, like two or three years later in 2024, we, and you can look this up, we actually issued the exact same press release, just changed the date, and our stock doubled.”
quote is from the automated transcript, cleaned for reading:
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More from Matthew Prince
Disclosure
Cloudflare laid off over 20% of staff to cut middle management
“We laid off more than 20% of our team and not because the business was struggling, but, and not because they weren't great team members. But we just need fewer middle managers.”
Matthew PrinceJun 25, 2026▶ 1:06:43Cloudflare CEO: The Internet's Business Model Is Dead
PredictionNot checkable as stated
Prince thinks almost every company will cut workforce in 6-12 months
“I do think in the next six to 12 months, almost every company is going to go through some exercise like this where they're going to cut a bunch of their team.”
Matthew PrinceJun 25, 2026▶ 1:07:30Cloudflare CEO: The Internet's Business Model Is Dead
PredictionOpen · timeframe Jun 2031
Prince predicts bot traffic will be 1,000x human traffic within five years
“I think that if you extrapolate this out, you know, in five years, I think you'll see a thousand times more bot traffic than human traffic. And if I had to take kind of an over under bet on that, I'd take the over bet that it's just going to, it's growing at s…”
Matthew PrinceJun 25, 2026▶ 3:43Cloudflare CEO: The Internet's Business Model Is Dead
PredictionOpen · timeframe Jun 2031
Prince: There will never be a 14th DNS root server
“There will never be a 14th root server, and the organizations that run them will probably never change as well”
Matthew PrinceJun 25, 2026▶ 17:36Cloudflare CEO: The Internet's Business Model Is Dead
AssertionNot checkable as stated
Prince: The same individual currently directs all Iranian state cyber attacks
“And the same guy to this day is running all of Iranian cyber attacks.”
Matthew PrinceJun 25, 2026▶ 27:37Cloudflare CEO: The Internet's Business Model Is Dead
Insight
Prince: Co-founders asking how to divide responsibilities likely have wrong partners
“If you're asking that question, it probably means you have the wrong co-founders.”
Matthew PrinceJun 25, 2026▶ 35:21Cloudflare CEO: The Internet's Business Model Is Dead
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