Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026 podcast

at a location close to you so that you don't have to ping, go find a US East data center when you're in Europe.

There's actually going to be an edge node that you're going to connect to through Cloudflare much closer.

20% of websites in the world use Cloudflare.

including fiscal.

It's still led by the founder, CEO, Matthew Prince.

And so the OG business you can think of as help websites and the internet run faster, 95% of the populations within 50 milliseconds.

They've now layered on different products like cybersecurity, which has been a big revenue generator.

The company has grown about 30% a year on the top line, $76 billion in market cap.

It's never really cheap.

Even when it sold off a lot, it wasn't really particularly cheap.

So here's the AI bull case.

workers which is their uh one of their products it's one of their big products it's an amazing concept really which allows um software to be executed on the edge so not just the website but actual inference now which is a huge market for ai ai inference is now actually going to be happening right at the edge and faster and so that's why everyone's using it

Prince said on the latest call that AI usage on the network and specifically with workers was up 600% in the last quarter over quarter.

So that's not year over year.

They have a new deal with Anthropic as well, too, which is basically agents need sandboxed compute close to the edge.

with code execution, identity, auth, security baked right in.

And so Cloudflare Workers essentially allows code to be executed at the edge.

In other words, closer to the user, faster speeds, better inference.

Cloudflare has always been a very compelling product for people compared to just using the hyperscalers.

And with agents, it's a perfect combo.

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