[bloppe]

> AI is increasing profitability faster than the business is growing

I don't understand how this could be the case for Cloudflare specifically. They made their name with DDoS protection and sandboxed hosting. These are exactly the products whose demand rises in lockstep with agent adoption. How could they possibly be allowing all the growth opportunity to slip past them? In times like this, with rising productivity to boot, you increase headcount, not decrease.

[zelphirkalt]

Could be they are actually not doing so well and try to cover it up with the usual AI is god excuses, to fool investors.