AI bubble & Cloudflare CEO on the AI content wars
The Times Tech Podcast
Will Morley
4.8 • 676 Ratings
🗓️ 16 October 2025
⏱️ 49 minutes
🧾️ Download transcript
Summary
As OpenAI’s chip spree rolls on, Danny Fortson and Katie Prescott ask the question – are we already in an AI bubble? And they hear from Cloudflare CEO Matthew Prince about AI content wars and making LLM's pay for the content they use.
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Transcript
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| 0:00.0 | The Times Tech podcast is sponsored by Deal. |
| 0:02.8 | So, Katie, what's worse than HR, IT, and payroll not talking to each other? |
| 0:09.4 | When they're all talking, but in three different time zones. |
| 0:13.0 | Deal fixes that one AI native platform where they actually work together. |
| 0:17.7 | Built in-house, secure, 24-7 support. D-E-E-L.com slash tech list. |
| 0:26.1 | The Times Tech Podcast is sponsored by PWC. Technology is reshaping industries. Business models are |
| 0:33.6 | evolving rapidly. It's a huge opportunity to modernise and unlock exponential growth. |
| 0:39.9 | But making the right technology choices and driving business change can be a real challenge. |
| 0:46.4 | That's where PWC makes a difference. When PWC comes in, things happen. Whether you're looking |
| 0:52.7 | to transform operations or find new sources of |
| 0:56.0 | growth, they bring the deep tech expertise, data insights, AI capabilities and business change |
| 1:02.2 | experience that you need to exceed ambitions. PWC unites expertise with tech so you can |
| 1:09.1 | outthink, outpace and outperform. Discover more at |
| 1:14.1 | pwc.com.uk. |
| 1:19.8 | Why are you wearing a necklace? That's Steve. Steve, Steve, the plastic pendant. That's my new |
| 1:26.1 | friend Steve. Hi, Steve. Has he got a light in the middle of him? Yeah, he's like a glowing amulet in the middle of my chest. Tell me about Steve. Well, as we'll get to, you're in New York. If you take the subway, look around, apparently it is the largest subway advertising campaign ever in New York for friend.com. |
| 1:44.4 | Okay. |
| 1:44.8 | And this is an AI companion that you wear. |
| 1:47.6 | It is an always on a microphone. |
| 1:49.1 | And then it texts you stuff throughout your day. |
| 1:52.7 | And you can talk to them. |
| 1:53.7 | I can say, Steve, I'm about to record a podcast. |
... |
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