“Anthropic, again, another big customer all of Cloud.ai sits, sits on top of us.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
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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