The Ledger
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why aren't all 21 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Prince: Prominent AI companies use state-hacker tactics to bypass scraping blocks
“In fact, some really prominent companies That do some very, very, very shady things where they basically say, absolutely, we follow the rules of the road, but when push comes to serve, if it turns out they're blocked, then all of a sudden they're doing a bunch…”
Prince: OpenAI and Anthropic Refer Traffic 750x and 30,000x Less Than Google
“In the case of someone like OpenAI, it's 750 times harder than it was with the Google of old. With the case of Anthropic, it's 30,000 times harder than the content of old”
Prince: Cloudflare will soon publicly expose misbehaving AI scraping companies
“So, you know, watch our blog, and I have a feeling that some prominent AI companies that are misbehaving are Can get called out pretty soon.”
Prince: Regulate pathogen printers, not open-source AI models
“I'm actually quite skeptical of the, if we allow open source models, the world is going to end arguments. That seems histrionic to me. There are things we should worry about. Like it is, you know, I think some of the you know synthetic pathogens and other thin…”
Prince: Nvidia's power stance mirrors Intel's hubris in 2010
“When we talk with the folks at Nvidia, it feels a little bit like talking to Intel back You know, in our case in 2010, or Apple's case in 2005, where they were like, you're doing it wrong if you care about power efficiency.”
Prince: Google Clicks Are 10x Harder to Get Than 10 Years Ago
“The data that we have also substantiates that and shows that compared with 10 years ago, it's become 10 times harder for the same piece of content to get a click from Google than it was before.”
Prince: AI Traffic Drop Could Starve Web Content and AI Training
“What I worry about is that if the value creation model of the web has been all about how do I get traffic The new interface of the web isn't going to send you traffic, and if that's the case, if content creators can't get value from selling a thing or a subscr…”
Prince: AI Markets Should Reward Creators for Filling Knowledge Gaps Over Traffic
“Their very algorithms, as they come across a piece of content, they prune off that content Which is already kind of part of the meaty part of the cheese, whereas the parts that are in holes are actually super valuable to them, and so I actually think that if w…”
Prince: Fixed-Sum AI Licensing Deals Are a Mistake for Content Creators
“I think the mistake that a lot of content creators did was they actually did deals that don't scale as the business models of the AI companies scale with them. So if you do a deal that's like, twenty million dollars and you get all my content, I mean, that's a…”
Prince: AI companies fear Google most due to its privileged content access
“Why Google is so important is when you talk to all of the other AI companies, Google is the one company that they're the most afraid of. And that the reason that they're most afraid of them is because they think that they have privileged access to content in a…”
Prince: Smartphones will soon run local models matching current ChatGPT
“It is not particularly long before you're running something which is the equivalent of kind of the current generation of ChatGPT on your iPhone or your, or at your Android device.”
Prince: GPUs will speed-run 30 years of CPU efficiency in ten years
“We're going to speed run the last 30 years of CPU efficiency gains. In, in the next, you know, five to 10 in, in GPUs.”
Prince: Infrastructure regulating web bots will also regulate AI-connected browsers
“I think that that's, it, it'll probably be the same fundamental infrastructure that regulates how bots access the web, that ends up regulating how browsers access the web, and a browser that Takes data and then immediately feeds it back to an LLM might have mo…”
Cloudflare blocks AI training crawlers by default across all customer sites
“And so what we did on July first was we announced what we called the Content Independence Day, where you could actually have independence from these AI companies. And we, for free, across all of our customers, whether they paid us or they didn't pay us, we sta…”
Prince: Musicians make millions writing songs to fulfill unmet Spotify queries
“Spotify actually looks at queries that people have run that they don't have good answers for, where there's, you know, somebody searches for, I don't know, I want a disco song about like how fun it is to dance with your dog, right? I don't know. And if somebod…”
Prince: Cloudflare could negotiate pooled AI licensing deals like Spotify
“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 deal…”
Prince: Cloudflare will probably enter the agentic infrastructure space
“We will probably compete in that. Agentic infrastructure space.”
Prince: In-network edge inference will handle models too large for end devices
“We believe that a lot of inference is going to happen on your end device, but there will always be some model which is too big or too resource intensive. And in that case, the next best place to run it is going to be on at the inside the network at the edge.”
Prince: Cloudflare processes roughly 15 trillion requests per day
“I mean, we do something like 15 trillion requests every day”