Cloudflare (NET), Matthew Prince and the Future of the Internet
Misalignment has a new meaning...
Summary
Recent AI-hostile rhetoric from Cloudflare CEO Matthew Prince reveals strategic myopia amid a once-in-a-generation paradigm shift.
Despite solid revenue growth and stock momentum, the company risks structural irrelevance by defending a crumbling content model.
The charts shows long-term bearish technical setups while the narrative drifts into backward-looking protectionism.
Investors may want to exit on strength—specifically above $200—unless the board initiates a leadership overhaul to align with the AI-native future.
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