Cloudflare has spent nearly fifteen years making the Internet faster, more reliable, and more secure. So now that AI systems are changing the way we interact with the Internet, Cloudflare wants to help level the playing field for content creators. Sarah Guo and Elad Gil sit down with Matthew Prince, co-founder and CEO of Cloudflare to discuss the evolution of the internet from search to AI, including Cloudflare’s role in facilitating that shift. Matthew talks about how AI assistants are changing the shape of the Internet, the problems Google created by making traffic the arbiter of content value, and how he sees Cloudflare’s part in facilitating the new content marketplace for the mutual benefit of creators and AI companies. Plus, a look towards how agentic infrastructure may unfold in the near future.
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Chapters:
00:00 – Matthew Prince Introduction
00:37 – Cloudflare’s Role in Securing the Internet
02:08 – The Road to Cloudflare’s Dominance
03:20 – The Internet’s Shift from Search to AI
06:34 – Role of Agents and Content on the New Web
09:44 – Reshaping the Content Market Online
13:05 – De-emphasizing Traffic as a Proxy for Value
18:04 – Will We Run Out of Quality Human-Generated Content?
20:01 – Scaling the Value of Content in the AI Age
22:32 – Cloudflare’s Approach to Inference
24:55 – How Cloudflare Responds to Market Demand
26:04 – Open vs. Closed Models
27:21 – Path to the New Marketplace for Content
30:58 – Advice for Content Creators
32:47 – Exploring the Timeline for Running Models Locally
40:07 – The Future of Agentic Infrastructure
44:52 – Conclusion
