01:29:01 路 John Coogan, Matthew Prince
[01:29:01] S1: What's new in your world? You made some acquisitions. You made an acquisition. Take us through it. [01:29:06] S13: Yeah. So we we bought a a a company called Void Zero, which, makes Veat, which is one of the most popular developer, platforms that's there. It's just an incredible team. Evan Yu, who's the founder, is just a just a first class human being, someone who who, our team is super excited to work with. The team that he's assembled, is is just great. And I think that this is increasingly becoming the platform that, is being used to power a lot of the, agents that are running around around the Internet, and, and a lot of those agents are running on Cloudflare. And so we think it's just a really natural combination. [01:29:41] S1: How simple is the synergy? Is it you'll funnel those 130,000,000 users who download Veets every month? I think it's a 130,000,000 weekly downloads. Weekly. Wow. Yeah. That's a lot. Into, you know, preferring Cloudflare, defaulting to Cloudflare? Or is there more synergy under the hood around developer integration, company integration? Like, how are you thinking about this playing out?
01:29:41 路 John Coogan, Matthew Prince
[01:29:41] S1: How simple is the synergy? Is it you'll funnel those 130,000,000 users who download Veets every month? I think it's a 130,000,000 weekly downloads. Weekly. Wow. Yeah. That's a lot. Into, you know, preferring Cloudflare, defaulting to Cloudflare? Or is there more synergy under the hood around developer integration, company integration? Like, how are you thinking about this playing out? [01:30:08] S13: Yeah. We continue we we plan to continue to leave it as an open source project and support it and invest in it that way. We wanna integrate it closely with Cloudflare's developer platform and make sure that Cloudflare is the best place to run any sort of Vite project that that you that you have. But it'll work in any any of the different platforms as well. And so we just really wanted to make sure that Evan and his team have the support to make sure they could continue to to really invest in in what was in what what's just an incredible platform. And and we think that that is gonna drive more developers to Cloudflare Cloudflare's Workers platform as well. [01:30:45] S1: What are the headaches for developers these days? I I know everyone's concerned about token costs and token budgets. Sometimes that doesn't show up for the developer. It's more like the CEO that's worried about it. But is uptime more difficult to maintain? We've been seeing screenshots of different uptime tracker status pages that have more and more red and yellow on them. Like, what's at the top of the stack and and how are you helping?
01:31:09 路 Matthew Prince
[01:31:09] S13: Yeah. You know, I think that that you need a different architecture than than we've than we've had to build sort of the last generation of applications for what's coming with with agents. If you imagine, you know, there are about a 100,000,000 knowledge workers in The United States. If all of those knowledge workers had one agent which was which was working on their behalf, that would that would and and each of those was each of those agents was running in a container, a traditional container like something you get at a AWS or a a Google Cloud. The amount of just CPU resources that would be needed to to run just those those agents, assuming they've just had one agent per person, is about 50% of the total CPU capacity that's generated, you know, by all the different CPU manufacturers that are out there today. And that's just The United States knowledge workers. If you take that to the world, then it's several times, you know, 30 or 40 times the capacity of of GPUs and and CPUs that that are existing today. And so what we really think is that as these agents are creating code, you need a different platform for it. And and Cloudflare was built Cloudflare Workers was built not on on containers as much, but on something called isolates, which is a much more efficient technology. And so what we're seeing is that as people are building these agents, as they're using them, it's just a much more natural place to be running them. And it's I think why you're seeing more and more of the big AI labs have Clefler as the preferred target for where where their code gets run. You know, OpenAI released a project Yeah. For their enterprise users a little while ago that, again, is is targeting us. And and we wanna make sure that with with things like Veat as as first class citizens on Cloudflare that we can help power that future. Because, again, it's not gonna be kind of the same system that we that we built with the hyperscalers. It's going to be something different. And, again, think that we have a really good shot of of building that different thing.
01:33:06 路 John Coogan
[01:33:06] S1: So can you help me understand more about the problems of, like, CPU bottlenecks and then maybe some of the solutions? I'm just thinking about, like, I I I would think bandwidth would be an issue, obviously, CPU load. But is there a world where we get to some sort of convention around maybe it's the robots. Txt or just the user agent and when Google bot shows up or any other AI system, AI agent shows up, you're just delivering a it's almost an MCP server, but you're just delivering something that looks more like a JSON package, something that's a little lighter, little less CPU intensive. Is there a path there to optimization? It feels like we're in the era of, like, squeeze every ounce of performance out of everything. Yeah. But what's actually going to happen here? Where where oh, like, are we just screwed or is there an opportunity?
01:33:57 路 Matthew Prince
[01:33:57] S13: No. I you know, think so. I think two two different different problems. So the first is if you if you're as as as you ask these these different AI systems to perform tasks on your behalf, what what has to happen behind the scenes, especially those tasks get complicated, is that they need to be coordinated in in some ways. If you say plan a vacation for me or something like that, what what goes on behind the scenes is that there there's coordination there, and the best way to be make that as efficient as possible, what what agents are really good and and and and these various LLMs are really good at is actually writing code. And so that code needs somewhere to live. And the problem is that if that lives in a container, then you've got to bring in an operating system. You've got to bring in all all the tooling and everything else. And that's actually extremely heavyweight. And so that's the first place that you've got both a CPU and a GPU bottleneck that's there. And so with with something like Cloudflare Workers and isolates, you it's just a much lighter weight system. And so that means that you can have more agents running on the same CPU infrastructure and and be able to provide that. And, again, I think that's why a lot of these next generation, tools are actually built using our our platform. You mentioned something else, which is, you know, as as these agents go out and interact with the rest of the web, they they you wanna make sure that that is done in the most most efficient way. And so if they're pulling down, you know, all of the HTML from a from a web page, if and and it's and those web pages are designed kind of to be consumed by by humans, there's just a lot of cruft on that that isn't isn't necessarily as important. And so some of the things that we're doing are, you know, for those those customers of ours that wanna make sure their content is consumed by by agents, wanna make sure it's as as accessible as possible, We are automatically converting things into markdown, which is a much simpler Sure. System that that saves you a ton of tokens. It saves you a ton of processing. It means that your context window can be can you can fit more useful information into a into a context window.
01:35:56 路 Matthew Prince, John Coogan, Jordi Hays, Ranjan Rajagopalan, Trent Simonian
So I think there's a ton of optimizations, and we're helping both on the developer side as well as on the content side, making sure that we can have have these agents be as powerful as possible and and get as much done as possible. [01:36:09] S1: John Gruber, total victory. You know he invented markdown? [01:36:12] S0: I did not. Grubernator. [01:36:13] S11: Yeah. No way. [01:36:14] S1: Yeah. Isn't that amazing? [01:36:15] S0: Yeah. Anyway I mean, it's it's one of these [01:36:17] S13: things that just, you know, it it it turned out it was it was ahead of its time, but it's it's such a key for making sure that we can take information and make it, you know, as compact as possible. [01:36:27] S1: John Gruber created the the the format for God. It's a funny funny world we live in. [01:36:34] S0: Talk about it was last week you guys announced that the threshold had been passed around agent versus human traffic. Talk about that moment. Did it happen sooner or later than you expected? [01:36:47] S12: Much sooner. [01:36:48] S0: Much sooner.