Cloudflare

“We tried really hard to use Cloudflare. We were a customer. We tried it out for a new compute product, which coincidentally it was edge middleware and it didn't work out for a number of reasons.”

“And again, we could have done a much better job at partnering with companies like Netlify and Cloudflare who host Next.js as well.”

“You could, I don't know if the audience knows, but you could Google and literally find auth tokens of different companies like Uber indexed by Google.”

“Starting on July first we flipped the script. We made it as a default that if you're using Cloudflare that you can by default for free block any crawlers from taking your content without compensating you.”

“We've seen this game before with Intel saying, oh, that doesn't matter. Like just get the most performance possible. You can water cool things, all kinds of things. That, that tends to not be the winning strategy over the long term, and so we do think that the…”

“Cause we've talked with all the big tech companies, all the companies about this and they all like with maybe one or two very small exceptions. They all say, yes, we understand over the longterm, we have to pay for content.”

“MCP is, is sort of the leading candidate for providing that, but you're right that that's a sort of draft version of that, that specification, and there are a lot of things that have to you know, mature in order for that to be something that is the real kind o…”

“We're starting to see that Iran is targeting other other largely U.S. Financial services firms critical infrastructure firms to try and see, to sort of try and strike back from what is you know, how, how do they strike back against the US in a way that that, t…”

“We're looking at all of the different providers that are in this space, including potentially creating our own stablecoin that would be part of how these transactions you know, take place.”

“As you looked at open AI, it was about 750 times harder than with the kind of Google of old to get traffic with something like anthropic is 30,000 times harder.”

“Like you have a lot of control over how much the pop is going to be. And we sat with bankers and we were like, listen, we want it to go up about. And they were like, okay, if you wanted to go up to 20%, you price it right here. So we priced it right at that po…”

“And I wouldn't be surprised if, you know, going, going, you know, forward, say five years, that, that bot traffic will be a thousand times human traffic online.”

“I think a lot of companies are doing this wrong, where they're saying, like, we're not gonna bet on, on, on the new people coming out of school, because, you know, AI is gonna replace them. I mean, these kids know how to use AI better than anyone else, so we'r…”

“And we made this crazy list of all of these, you know, people who, you know, who were like, you know, at some point that might be an important relationship for us. And like, 75% of them said yes. And they all made, you know, a ton of money as a result of it.”

“That for a long time, since about 2015 the web is kind of plateaued. There were not, there were more websites that were being shut down than were being created during that time. In the last 18 months though we're back to the web growing at a rate which is, is …”

“And because of where we deploy systems, we often are in places where We don't have to pay for the space or the power, which allows us to then pass those savings on to customers. So it can be significantly more cost effective to use inference with us than it …”

“And it's, I think, why you're seeing more and more of the big AI labs have Cloudflare as the preferred target for where, where their code gets run. You know, OpenAI released a project for their enterprise users a little while ago that, again, is targeting us.”

“So we bought a company called Void Zero, which makes Veet, which is one of the most popular developer platforms that's there.”

“La Liga in, in in, in Spain and the league in Italy have decided that instead of partnering with us to take this down, they would sue us instead.”

“So we built something called Cloudflare OS. Which allows, you know, anyone on our finance team, legal team, you know, accounting team, finance anyone that's out there at the company to be able to have access to tools and really figure out how, how their job ge…”

“Cloufter's about, what, 5000 employees a little bit less than that now. But we hired 1111 interns this summer. So straight out of college.”

“Bandwidth for us is effectively free.”

“Some of the things that we're doing are, you know, for those customers of ours that want to make sure their content is consumed by agents, want to make sure it's as accessible as possible. We are automatically converting things into Markdown, which is a much s…”

“So with the NBA and NFL and MLB and the premier league in the UK and others, we work really closely with them to, if they identify a pirate stream for us to, you know, pull that down.”

“My gut is in terms of tokens consumed on planet Earth, these CDNs are delivering less than one percent of them, and I mean, maybe less than 10 basis points.”