No, like everyone else, Cloudflare simply overhired in the past and forsees reduced revenue opportunity in the future...probably due to industrial trends as well as macroeconomic pressures, like tariffs, increased energy costs, wars, etc. Or they simply overhired in the past. However, they are choosing to commit fraud to investors, like most companies and link it to AI instead of their diminished future prospects and past management choices (which I wouldn't call mismanagement...better to hire for potential opportunity and correct when you're mistaken...but investors may disagree)

Does AI reduce labor need? If you use it, you'd know that's not the case. Claude isn't cause a 20% efficiency gain across an organization. If your programmers didn't suck, they would barely notice. The majority of a decent programmer's time is spent finding edge cases, negotiating requirements, validation, etc. My time writing Java is about 5% of my day...because I know how to do it well and can do it very quickly. The rest of the time, I am meeting with stakeholders, validating my work, finding edge cases, troubleshooting error reports, etc.

The "how?" is the easiest question, the only one an AI can help with. The "what?" (am I doing) and "why?" are the huge costs.

However, let's say I'm wrong...Claude is causing a greater than 20% reduction in time needed. Why isn't CloudFlare using their 10x AI-fueled developers to crush their massive competitors? Akamai and Fastly are huge....So cloudflare is happy with their current marketshare and wants to maintain it for 20% lower cost?....vs crushing all competition? I call bullshit.

And we are just not allowed to talk about it because 90% of the media is owned by billionaires and they got huge huge tax cuts and tons of deregulation from the current administration and the current administration wants to keep up the illusion.

What's weird is how many people are participating in the illusion. The administration polls at around 40% overall approval rating despite everything going on and despite the fact that individually the policies are extremely unpopular.

Eventually reality comes calling but if they can hold it together until after the midterms once you cast your vote that's it you don't get any take backs. The American system makes it basically impossible to undo the damage from a stupid vote until the next election which for a senator takes 6 years.

And again all you have to do is confuse people for about 2 to 4 weeks leading up to an election and you're all set you can keep screwing them over.

I don't know how you solve that. We need to be teaching critical thinking in schools but parents don't like that because they don't like it when Johnny comes home and starts asking questions about their religion or political beliefs or whatever stupid ideas they have in their head. People want their kids to be smart enough to get a job but not so smart they can no longer relate to them or agree with them. So they purposely stunt their growth. Like how in that book brave New world the people destined to simple do repetitive labor were given chemicals in the womb to limit their intelligence...

CloudFlare was an aggressive global internet surveillance and privacy invasion operation. Now it's an AI-powered aggressive global internet surveillance and privacy invasion operation.

Why don't I feel excited about it?