Cloudflare Emerging as the Agent Cloud via Rapid Iteration and Weird Bets
threepointone · x · 2026-08-06
Developer threepointone argues that Cloudflare is emerging as the agent cloud of the coming century. He notes that Cloudflare's R&D organization ships early and often, builds in public, and maintains direct communication with users at an impossible scale.
He attributes this unique corporate DNA to the leadership team: the founders are deeply influenced by Clay Christensen's disruption theory and are unafraid to make weird, forward-looking technical bets while committing to the necessary tradeoffs.
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