Cloudflare
Cloud networking and security company with an MCP server for agentic AI workflows.
- 🏭 Startup factory
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- Chart of the Day
- We tested Instinct, MUSE and Grokbot. They’re ridiculous.
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- Search Was Built for Humans. Parallel's Parag Agrawal Is Rebuilding It for Agents
- 🔥Record Investments, Slowing Economy - Here's the State of the Market in August 2026
- AI Adoption Is a Myth⚖️, Anthropic Could Be Worth $2 Trillion at IPO💵, The Claude Prompts That Close Rounds in 20…
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- When AI agents buy and sell
“Cloudflare Clairic — Cloudflare's AI model for fast, cheap data extraction (110 votes)”
Source→“Cloudflare: $10,000 to $350,000 in credits”
“Cloudflare is the first announced partner, offering $100,000 in credits to companies started through the platform.”
Source→“Matthew just came in and said, 'I'm laying off 20% of the team'... They've accelerated growth even more. The stock price is up like 80% this year.”
Source→“Cloudflare is acquiring Deno, the runtime startup co-founded by Node.js creator Ryan Dahl... Deno's team will join Cloudflare, while its standalone software and hosting service will shut down.”
Source→“Cloudflare CEO Matthew Prince: "bots have now passed human traffic online for the first time in the Internet's history."”
Source→“Web Search API — Give AI Agents Access to Live Internet Data (145 votes)”
Source→“Clef — Open-source decision models from Cloudflare (108 votes)”
Source→“How did the founders of Palantir even come to the conclusion that organizing data is the way to solve terrorist attacks?”
Source→“CrowdStrike climbs to 34.8x from 28.0x. Cloudflare rose to 33.2x from 30.6x and still lost the top spot, which is the useful detail.”
Source→“I recently saw, I think it was Cloudflare that said that in their monitoring of web traffic, the AI traffic is about the same as human traffic in terms of page reads.”
Source→“Agents are not neutral — they already exhibit strong brand biases (toward Cloudflare, Vercel, etc.) baked in through pre- and post-training”
Source→“We need to think of a bits-perfect platform that's good at converting agents.”
Source→“The Top 10 average moved to 17.4x and the median to 14.5x, up from 16.8x average and 13.1x median in July. The overall market median eased to 2.1x from 2.3x.”
Source→“CrowdStrike trades at 34.4x forward revenue, Cloudflare at 32.6x, and Shopify at 11.3x, while only eleven companies now clear 10x.”
Source→“If you think about Datadog, they sell observability. They sell it to infrastructure vendors. Nothing in their model has changed except there is now an infrastructure vendor who needs to buy 100 times more Datadog than anyone else has ever bought... They're not inventing a new thing. They're just saying, this is the greatest infrastructure boom in history.”
Source→“If you think about Datadog, they sell observability. They sell it to infrastructure vendors. Nothing in their model has changed except there is now an infrastructure vendor who needs to buy 100 times more Datadog than anyone else has ever bought. So all they have to do is show up and sell more... They're not inventing a new thing. They're just saying, this is the greatest infrastructure boom in history. I sell infrastructure. Time to make out like a bandit.”
Source→“Even outside of those big three, you have Cloudflare, which is a cloud provider in a different sort, which is another $100 billion company.”
Source→“Kitesurf — Browser built for agents, running on Cloudflare Workers (113 votes)”
Source→“Cloudflare OS — Build the AI operating system for your company (313 votes)”
Source→“Cloudflare Wallets — the programmable wallet for the agentic Internet (207 votes)”
Source→“We might have seen the numbers from Cloudflare coming out this year, about 50% of internet traffic as they see it as bots.”
Source→“Joe Sullivan, former CSO of Meta, Uber and Cloudflare, joined VC firm Costanoa as a venture partner.”
“Bots now generate more web traffic than humans, per Cloudflare CEO Matthew Prince.”
Source→“The top three now form a cluster between 29x and 33x [EV/NTM Revenue] that was not present in June… the top three re-rated materially”
Source→“Whether it runs on our infrastructure versus somebody else's infrastructure is actually not important to us, because the thing that's important to us is more that the architecture of how you put together these agents in a way that will be powerful in a way that will be reliable and scalable.”
Source→“"There have been 120,000 tech jobs cut in 2026 with AI cited as a factor, even as some of the companies doing layoffs posted record revenues. Cloudflare laid off 20% of its staff in the same quarter it hit its highest single-quarter revenue in company history."”
Source→“Cloudflare is giving AI crawlers until September to separate bots used for search from bots used to train AI models, threatening to block crawlers on ad-supported pages if companies keep bundling the two activities together.”
Source→“Cloudflare Temporary Accounts — Let agents deploy before signup (142 votes)”
Source→“You have Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue”
Source→“I saw the Cloudflare announcement that now agent traffic has overtaken human traffic for them.”
Source→“The whole thing with the CEO of Cloudflare, just remember founders hold grudges.”
Source→“Cloudflare CEO Matthew Prince wrote that Khosla once suggested he fire his two co-founders and give Prince their shares.”
“Khosla responded by saying that Khosla Ventures never offered to invest, which he acknowledged was a mistake, after which Prince posted a term sheet from KV.”
“The provider decision matrix across E2B, Modal, Daytona, Cloudflare, Fly.io, and LangSmith Sandboxes”
Source→“The provider decision matrix across E2B, Modal, Daytona, Cloudflare, Fly.io, and LangSmith Sandboxes, with the price-per-1,000-runs math so you pick once and never re-platform.”
Source→“VoidZero acquired by Cloudflare; raised only $17.1M total before exit — notable as an efficient-capital outcome in a high-burn environment.”
Source→“Companies like Stripe and Coinbase are issuing human-style credit cards to AI. Cloudflare, which used to block AI, recently launched a service letting agents register and use various services with equal access to humans.”
Source→“I thought the Matthew Prince note was horrible... This was like from the PR school of retards... You could not have written a worse memo. It's like you reduce humans to a label called the measurer.”
Source→“Anthropic has acquired Stainless, a four-year-old New York startup whose software automates the creation and maintenance of software development kits used by AI companies such as OpenAI, Google, and Cloudflare to connect applications to APIs and external services.”
Source→“The ones that actually have outperformed, right? The Twilios, the Cloudflares, and others — the agents still have use for it.”
Source→“Cloudflare at 21.4x, AppLovin at 16.3x, CrowdStrike at 15.8x, and VeriSign at 14.8x hold the next four positions.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.