Co-founder and CEO of Cloudflare, the internet infrastructure and cybersecurity company providing network, security and developer services.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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.
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.
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.