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matthew prince

T2 · manager / operator

Co-founder and CEO of Cloudflare, the internet infrastructure and cybersecurity company providing network, security and developer services.

5 calls·3 names·80% bull·last heard 2 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NETCloudflareposition

Cloudflare CEO: Isolates architecture gives edge for AI agent inference, bot traffic surpasses human

Cloudflare's isolates-based Workers platform is more efficient than containers for running AI agents at scale, enabling inference at the edge in 350 cities; bot traffic has already surpassed human traffic years ahead of schedule, driving massive demand for edge infrastructure.

TBPN2026-06→
2ndhigh conviction
$VOID-ZEROVoid Zero (Vite)position

Cloudflare acquires Void Zero to own the developer platform powering AI agents

Vite (130M weekly downloads) is becoming the default platform for building AI agents; acquiring Void Zero secures the developer entry point and funnels agent workloads to Cloudflare Workers.

TBPN2026-06→
3rdmedium conviction
$NVDANvidia

Cloudflare partnered with Nvidia in 2022 to deploy GPUs at the edge for inference

Early partnership to place Nvidia GPUs across Cloudflare's 350+ city network created the infrastructure for low-latency edge inference, now a growing revenue line as AI labs adopt the platform.

TBPN2026-06→

most discussed · click a bar to filter

recurring themes

5 total
$NET
···
Cloudflare
HIGHmatthew prince·TBPN·2 months ago
Cloudflare CEO: Agentic bots now exceed human traffic at 57.5%
Matthew Prince reveals Cloudflare data showing agentic bot traffic has surpassed human traffic for the first time in internet history at 57.5%, signaling a fundamental shift in internet architecture driven by AI agents making hundreds of pages of reasoning traces and tool calls per request.
"Matthew Prince over at Cloudflare says, 'Well, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but Aigentic traffic growing so fast that b…"
18:54
$NET
···
Cloudflare
HIGHmatthew prince·TBPN·2 months ago· position
Cloudflare CEO: Isolates architecture gives edge for AI agent inference, bot traffic surpasses human
Cloudflare's isolates-based Workers platform is more efficient than containers for running AI agents at scale, enabling inference at the edge in 350 cities; bot traffic has already surpassed human traffic years ahead of schedule, driving massive demand for edge infrastructure.
"you need a different architecture uh than than we've than we've had uh to build sort of the last generation of applications for what's coming with with agents. If you imagine, you…"
95:05
$NET
···
Cloudflare
HIGHmatthew prince·TBPN·2 months ago· position
Cloudflare CEO: Isolates architecture positions NET as default platform for AI agent workloads
Cloudflare Workers' Isolates technology is far more efficient than containers for running AI agents, enabling orders of magnitude more agents per CPU; combined with edge inference in 350+ cities and free bandwidth economics, NET becomes the natural execution layer for agentic workloads.
"Cloudflare Workers was built not on containers as much, but on something called Isolates, which is a much more efficient technology. And so, what we're saying is that as people ar…"
2:12
$NVDA
···
Nvidia
MEDmatthew prince·TBPN·2 months ago
Cloudflare partnered with Nvidia in 2022 to deploy GPUs at the edge for inference
Early partnership to place Nvidia GPUs across Cloudflare's 350+ city network created the infrastructure for low-latency edge inference, now a growing revenue line as AI labs adopt the platform.
"back in uh 2022... we we issued a a press release that there was a um graphics chips company that we were going to partner with uh in order to put um GPUs at the edge edge of our…"
11:49
$VOID-ZERO
Void Zero (Vite)
HIGHmatthew prince·TBPN·2 months ago· position
Cloudflare acquires Void Zero to own the developer platform powering AI agents
Vite (130M weekly downloads) is becoming the default platform for building AI agents; acquiring Void Zero secures the developer entry point and funnels agent workloads to Cloudflare Workers.
"we we bought a a company called Void Zero, which makes Veet, which is one of the most popular developer platforms that's there... this is increasingly becoming the platform that i…"
0:08