Bots have already won the Internet: my conversation with @eastdakota, CEO of @Cloudflare about agents, edge AI, and the new business model of the Internet (with some wild stories interspersed)
00:00 - Intro 01:27 - The moment bots passed humans online 04:05 - "Agent," "bot," "crawler" -- what they really mean 05:28 - Why your AI agent visits 5,000 sites to do one thing 06:27 - The internet's business model is breaking 06:52 - What happens to "brands" when machines do the buying 08:11 - What Cloudflare actually does, explained simply 10:29 - Hackers, human rights groups & an accidental product-market fit 13:37 - Building a global network (and the Telecom Pakistan cricket story) 21:10 - One hacker, from Turkish escort sites to Eurovision to JP Morgan 30:54 - Fundraising, VCs & an unlikely founding team 37:06 - How Cloudflare became an AI infrastructure company 40:24 - Cloudflare Workers and why the edge wins for inference 44:30 - AI Gateway: auditing, guardrails & runaway costs 47:05 - Why agents need a new kind of compute 52:13 - A "Log4j every week": security in the agentic era 56:03 - Inside Cloudflare: 241 billion tokens and "Cloudflare OS" 01:05:02 - Builders, sellers and "measurers" 01:06:30 - The decision Matthew thinks every company will face 01:11:09 - What to do if AI is coming for your job 01:13:56 - Content Independence Day & the new economics of the web 01:18:27 - Pay-per-crawl, micropayments & out-scaling Visa 01:20:20 - A better internet: Spotify, local news & "holes in the cheese"
