Disclosure certainty 2/5 debate potential 2/5

Prince: Cloudflare could negotiate pooled AI licensing deals like Spotify

Matthew Prince · No Priors Ep. 126 | With Cloudfare CEO Matthew Prince · Aug 7, 2025 · at 29:58

Cloudflare CEO Matthew Prince outlines potential business models for Cloudflare to broker content licensing between publishers and AI companies.

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“Where I think we can play a role is when you have either a large content provider trying to make a deal with all of the AI startups that are out there, which they really do want to do, and they want to do it in a way that scales, but they can't do one-off deals in those cases. Or you have the long tail of content with all of the different AI companies. In both of those cases, I think Cloudflare can play a role in helping Set what are sort of basic rates that are there, and how that model looks, you know, I'm not sure. It might be that we negotiate basically on behalf of a number of the content providers with all of the different AI companies basically a pool of capital, much like how Spotify does, and then distribute that out.”

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