Dan Kent

And it's like, wait, but it's an AI winner of software.

Where do I put this?

And Cloudflare is a phenomenal business, phenomenal product.

And basically what they do is,

The OG business, which is now giving them lots of benefits in other places, which I'll talk about, but it's basically an edge network.

So around 350 cities, they're very close to about 95% of the human population is what they say.

So that if you are deploying a website, you are not having, wherever you are in the world going to that website, you're going to be served it at the edge of

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.