Patrick Colville's questions to Cloudflare Inc (NET) leadership • Q2 2025
Question
Patrick Colville of Scotiabank inquired about how Cloudflare is deepening its relationships with foundation model vendors and asked for the company's perspective on agentic AI security.
Answer
Co-Founder & CEO Matthew Prince stated that approximately 80% of major AI companies are customers, typically starting with security services and then expanding to Workers AI for high-performance, low-latency inference. On agentic AI security, Prince contrasted Cloudflare's internal, seamless R&D approach with competitors' acquisition-heavy strategies, asserting that Cloudflare's existing products are already equipped to provide the necessary security guardrails as the agentic web develops.