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Chapter 1: What are the key reasons AI agents are outnumbering humans online?
How are you doing?
Gentlemen, good to see you. I'm doing well. Great to see you.
What's new in your world? You made some acquisitions. You made an acquisition. Take us through it.
Yeah. So we bought a company called Void Zero, which makes Vite, which is one of the most popular developer platforms that's there. It's just an incredible team. Evan Yu, who's the founder, is just a first-class human being, someone who our team is super excited to work with. The team that he's assembled is just great.
And I think that this is increasingly becoming the platform that is being used to power a lot of the that are running around the internet, and a lot of those agents are running on Cloudflare, and so we think it's just a really natural combination.
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Chapter 2: How is Cloudflare integrating with developer platforms like Vite?
How simple is the synergy? Is it you'll funnel those 130 million users who download Vite every month, I think it's 130 million weekly downloads, weekly, wow, yeah, that's a lot, into preferring Cloudflare, defaulting to Cloudflare, or is there more diversity synergy under the hood around developer integration, company integration? How are you thinking about this playing out?
Yeah, we plan to continue to leave it as an open source project and support it and invest in it that way. We want to integrate it closely with Cloudflare's developer platform and make sure that Cloudflare is the best place to run any sort of Vite project that you have. But it'll work in any of the different platforms as well. And so we just really wanted to make sure that
Evan and his team have the support to make sure they could continue to really invest in what's just an incredible platform. And we think that that is going to drive more developers to Cloudflare's workers platform as well.
What are the headaches for developers these days? I know everyone's concerned about token costs and token budgets. Sometimes that doesn't show up for the developer. It's more like the CEO that's worried about it. But is uptime more difficult to maintain?
Chapter 3: What challenges do developers face in the current landscape?
We've been seeing screenshots of different uptime tracker status pages that have more and more red and yellow on them. What's at the top of the stack and how are you helping?
Yeah, I think that you need a different architecture than we've had to build the last generation of applications for what's coming with agents. If you imagine, there are about 100 million knowledge workers in the United States.
if all of those knowledge workers had one agent which was working on their behalf, and each of those agents was running in a container, a traditional container, like something you'd get at AWS or a Google Cloud,
um the amount of just cpu resources uh that would be needed to to run just those those agents uh assuming they've just had one agent per person uh is about 50 of the total cpu capacity that's generated uh you know by all the different cpu manufacturers that are out there uh today and that's just the united states knowledge workers if you take that to the world then it's several times um you know 30 or 40 times the capacity
of GPUs and CPUs that are existing today. And so what we really think is that as these agents are creating code, you need a different platform for it. And Cloudflare Workers was built not on containers as much, but on something called isolates, which is a much more efficient
And so what we're seeing is that as people are building these agents, as they're using them, it's just a much more natural place to be running them. And it's, I think, why you're seeing more and more of the big AI labs have Cloudflare as the preferred target for where their code gets run, open AI.
uh released a project um uh for their enterprise users a little while ago that again is targeting us and and we want to make sure that with with things like veet uh as as first-class citizens on cloudflare that we can help power that future because again it's not going to be kind of the same uh system that we that we built with the hyperscalers it's going to be something different and again i think that we have a really good shot of building that different thing
so can you help me understand more about the problems of like cpu bottlenecks and then maybe some of the solutions i'm just thinking about like i i would think bandwidth would be an issue obviously cpu load but is there a world where we get to some sort of convention around maybe it's the robots.txt or just the user agent and when googlebot shows up or any other ai system ai agent shows up you're just delivering a
It's almost an MCP server, but you're just delivering something that looks more like a JSON package, something that's a little lighter, a little less CPU intensive. Is there a path there to optimization? It feels like we're in the era of squeeze every ounce of performance out of everything. But what's actually going to happen here? Are we just screwed, or is there an opportunity?
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Chapter 4: What infrastructure changes are needed for a future with AI agents?
is that they need to be coordinated in some way. So if you say, plan a vacation for me or something like that, what goes on behind the scenes is that there's coordination there. And the best way to make that as efficient as possible, what the agents are really good at and these various LLMs are really good at is actually writing code. And so that code needs somewhere to live.
And the problem is that if that lives in a container, then you've got to bring in an operating system. You've got to bring in all the tooling and everything else. And that's actually extremely heavyweight. And so that's the first place that you've got both a CPU and a GPU bottleneck that's there. And so with something like Cloudflare Workers and isolates, it's just a much lighter weight system.
And so that means that you can have more agents running on the same CPU infrastructure and be able to provide that. And again, I think that's why a lot of these next generation tools are actually built using our platform. You mentioned something else, which is as these agents go out and interact with the rest of the web, you want to make sure that that is done in the most efficient way.
And so if they're pulling down all of the HTML from a web page, and those web pages are designed kind of to be consumed by humans, there's just a lot of cruft on that that isn't necessarily as important.
And so some of the things that we're doing are for those customers of ours that want to make sure their content is consumed by agents, want to make sure it's as accessible as possible, we are automatically converting things into Markdown, which is a much simpler, a system that saves you a ton of tokens. It saves you a ton of processing.
It means that your context window can be, you can fit more useful information into it, into a context window. So I think there's a ton of optimizations and we're helping both on the developer side, as well as on the content side, making sure that we can have these agents be as powerful as possible and get as much done as possible.
John Gruber, total victory. You know, he invented Markdown.
I didn't know.
Grubinator. Yeah.
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Chapter 5: How can businesses optimize for AI traffic on their websites?
No way.
Yeah. Isn't that amazing?
Yeah. I mean, it's one of these things that just, you know, it turned out it was ahead of its time, but it's such a key for making sure that we can take information and make it as compact as possible.
John Gruber created the format for God. It's a funny, funny world we live in.
Talk about it was last week you guys announced that the threshold had been passed around agent versus human traffic. Talk about that moment. Did it happen sooner or later than you expected? Much sooner. Much sooner. Yeah.
I mean, at the end of last year, so the end of 2025, I said that I thought that we would pass bot traffic. And that's across the board. So that's like Google's crawler, but also the new agents which are coming out. I thought would pass human traffic by the end of 2027.
About three months ago, I revised that based on the traffic that we were seeing to say that it would actually be in the first half of 2027. And so the fact that it actually happened in the first half of 2026 It's just been extraordinary. And it just shows how quickly this is growing.
And the real key here is that I think that if you or I as humans were researching to go buy a digital camera or something, we might visit five websites and do a little bit of research and some price comparison. You just watch as you use these agents.
they have boundless uh attention to be able to just go to maybe 5 000 websites to find exactly what you're you're looking for the best price the best delivery the best service and everything that's that's there and so that's just driving an enormous amount of consumption of of of the internet at the same time the other thing that's happening is that for a long time since about 2015
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Chapter 6: What role does Cloudflare play in the evolution of inference technology?
There were more websites that were being shut down than were being created during that time. In the last 18 months, though, we're back to the web growing at a rate which is exponential. And it looks sort of similar to what was happening back in the early 2000s in terms of growth of the web.
And so I think you're seeing both more sort of consumption of what's online, but you're also seeing more things online as it goes forward. And so in both of those directions, that's gonna continue to just drive more and more use of the internet. And I wouldn't be surprised if,
you know going going you know forward say five years that that bot traffic will be a thousand times uh human traffic online and we've and we've got to make sure that we make the internet work for for that new future yeah like every year we're just going to add another nine to the nine nine ninety nine point nine nine nine percent of internet traffic is bots uh do you do you know what the baseline was like pre-ai were we at like one percent bot traffic i mean i've said websites it was it was more
It was more than that. It was about 20% for a long time. Google was the largest. And then obviously, there's a lot of malicious things that run around online. But that was around what it was for. And it was pretty stable over the history of Cloudflare, at least, where we could measure it. So since 2010, You know, it was always kind of around that 20% range. And then it's grown.
You know, in the last few years, it started growing steadily. And then it really accelerated in the first half of 2026.
I want to talk about the inference stack, I guess. We're seeing two things play out, sort of a bifurcation, like a WWDC, Apple's launching on-device inference that's, it's not going to be frontier, but it's going to be usable for sure on your phone,
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Chapter 7: How does Cloudflare adapt to the changing data center landscape?
computer. They can obviously go to their private cloud as well. And then you have the new NVL72 models. There's stuff in between on a Cerebrus chip, fast but expensive. Then there's everything from, oh, it runs on commodity hardware, but it's still pretty big. You need a real desktop for it. And I'm wondering about how you see Cloudflare fitting into that.
It would be a logical extension to Cloudflare workers to have inference on the edge, inference in different places. Where do you see yourself offering inference, if at all?
Yeah, well, it's actually kind of funny. Back in 2022, we issued a press release that there was a graphics chips company that we were going to partner with in order to put GPUs at the edge of our network.
Yeah.
That graphic chip company turned out to be NVIDIA. And what was amazing was at the time, it was just crickets, like nobody cared. And so we sort of did a little of it, but we hadn't really rolled it out broadly. And what was funny was, and then you fast forward two years later, and all of a sudden everyone cared. And so we basically just reissued the exact same press release.
And now, you know, that's become a pretty important part of our business. And so today you can run inference at the edge of Cloudflare.
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Chapter 8: What insights can be gained from the IPO process for tech companies?
And because of the fact that we're In over 350 cities worldwide, we're within milliseconds of the vast majority of the world's population. We've become a very natural place for inference to happen. My working assumption has always been that about 50% of the inference that happens will be on device, whether that's your phone or your laptop or whatever.
But that there needs to be some standard protocol where your phone or your laptop or whatever that local thing is can hand those either long-running tasks or larger tasks off next to the network. And so that would be to us.
And then if for some reason you need something that's more than that, that you could hand it back to, you know, some centralized data center with, you know, with more capacity than us.
than we may have and i think that that's what um that's what we're increasingly seeing um i think my my assumption was a little bit um probably off um i think actually i think less is going to happen on device today because i think more and more of the tasks are going to be these long-running tasks where it's not going to be just you know what's you know what's the
you know what's the temperature in in new york today yeah uh instead it's going to be something like help me plan a vacation go you know take into account all of these different things shop for uh you know different hotels in different places plan all the um plan all the uh the the travel between between the different locations here are the criteria that i have and that might be something that takes you know maybe you know it's certainly not going to be seconds it might be you know minutes or hours or days in some cases i feel like you're going to have
I feel like you're going to have long-running agents just for Park City snow forecasting and reporting, tracking individual runs, maybe a network of drones that are identifying what's tracked out, what's not.
Satellite photos, planet labs.
Optimizing your routes on the mountain.
That's exactly right. Hopefully it snows this year unlike last year's.
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