As an investor, it sounds fucking stupid. They aren't dogfooding, they're eating all the dogs' food.
replyThey fired some talented folks. Folks who could be retrained. Folks whose experience snd expertise is valuable. Don't kid yourself.
this is a low quality comment that doesn't address the simple explanation: more productivity means fewer people are required.
replyI think GPs point is that this is how they're trying to spin it, but they're not explicitly saying it, and there are doubts whether it's actually true. For outside observers it's difficult to simply ignore all the embarrassing outages that cf has experienced recently and just accept that the company has suddenly solved all their issues by using AI and firing people.
reply > For outside observers it's difficult to simply ignore all the embarrassing outages that cf has experienced recently
I don't think the mistakes in themselves are damaging. What seems damaging to me is that cf has, on multiple occasions, repeated the same or similar mistakes right after they made major mistakes. This makes it seem like they're not learning from mistakes. Regarding the success of their business model, I can't make a meaningful statement about it, but is that really a convincing argument? If a business is successful, does that automatically mean their product is good?
reply> AI is increasing profitability faster than the business is growing
replyI 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.
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.
replyThanks to AI, security is more important than ever.
replyIf A1 was real, cloudflare would be 1000% more needed and they would be falling behind with their 600% productivity gainz
I hope this bubble bursts soon. HR people avoiding to do their actual job seems like it is the modus operandi in the majority of businesses these days.
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