Matthew Prince

You've got to pay AWS in order to serve that traffic.

If content creators are not only getting no value, but also like having to pay more to service these machines, like just,

Just brass tacks.

That's not fair.

Someone who is actually benefiting from this should be paying the costs of both creating the content, but then also serving that content back out.

And that increasingly is going to be these AI companies that are getting the benefit back to it.

What I think is important is that the answer should not be, you know, that Cloudflare or any single entity determines what is good and what is bad online.

What you want is every AI company to have their own algorithm that sort of suggests what it is that is going to be valuable that's out there.

And the way that I generally think about it is, you know, how unique is the content and how reputable is the content?

And it's a sort of two by two on those things.

And the more unique and the more reputable it is based on each different AI company's algorithm, the more valuable it is going to be to them.

And so what I can picture is you could imagine a world in which the AI companies essentially pay

for we want to be able to ingest this much content per day.

And there's a price that they pay in order to do that.

And then you can imagine almost a discoverability service where it takes the algorithm from OpenAI and other things and says, okay, we've now triaged across all the content that was created in the last 24 hours.

And here's the thing you have to have no matter what.

And then they will then basically burn down whatever their daily content budget is

in order to get that content back and into their systems.

That's incredibly simplistic.

I think that it's going to be some variation of exactly that that defines how this market takes place.