Cloudflare: The Last Hope of the Open Web Against AI Monopoly?
thedealdirector · x · 2026-08-14
This article provides an in-depth analysis of Cloudflare's business strategy and market positioning, arguing that it is a critical backbone of the Internet rather than just a cybersecurity vendor.
The piece suggests that against the threat of frontier AI labs taking full control over knowledge distribution, Cloudflare is seen by many as the last hope for the open web. Despite mixed track records with sales teams and a 35% attainment rate, this acts as a feature that filters for "missionaries" capable of navigating complex platform sales. The author remains bullish on its network layer moat, suggesting it's at the beginning of a predictable upward cycle.
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