NET
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by TBPN 1mo ago
LONG1mo ago
“And if you have all these points of presence and you can deliver really low latency tokens to high value users…”TBPN
Content delivery networks command big premiums delivering low-latency tokens at the edge as AI inference grows
NETLONG@ $239.86
$279.87+16.68%
since call Jun 15
peak +23.3%
LONG1mo ago
“you need a different architecture … Cloudflare Workers was built not on containers as much, but on something called isolates, which is a much more efficient technology.”TBPN
Agents need a different compute architecture; Cloudflare's isolates beat containers and capture AI labs' workloads
NETLONG@ $225.51
$279.87+24.11%
since call Jun 10
peak +31.8%
LONG1mo ago
“agentic traffic growing so fast that bots have now passed human traffic online”TBPN
Agent traffic overtaking humans flows through Cloudflare's network and Pay Per Crawl, accelerating its revenue.
NETLONG@ $270.28
$279.87+3.55%
since call Jun 3
peak +9.4%