AI is (potentially) killing Cloudflare's business model. If it transitions to push (where you have to get your content into LLM models if you want users to see it) from pull (where users pull it with browsers and find it with search engines), this is not good for what Cloudflare offers.<p>Do I want to rely on search engines? Or do I want to live within the Anthropic or ChatGPT client with everything at my fingertips it has trained on (as well as tooling access via the MCP ecosystem)? Desktop->Browser->AI terminal is the rough story arc. Do I want an open web? We haven't had that for a long time; we've had Big Tech building moats and monopolies to siphon up all the value (most recently evident in the Google DOJ antitrust suit, their ad monopoly, potentially being forced to divest Chrome, their agreement for default search with Apple, and so on). Generative AI is a watershed moment where users can get some control back over how they consume and ETL the data they are interested in, and this is not great for incumbents.