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Azeem Azhar's Exponential View

Inside the collapse of the internet economy (and what comes next)

Azeem Azhar's Exponential View

EPIIPLUS 1 Ltd / Azeem Azhar

Openai, Intelligence, It, Society, Technology, Review, Ai, Investing, Science, Economy, Business, Artificial Intelligence, Automation, Robots, Exponential, Future, Tech News, Work, Government, Exponential View, Economics, News, Gpt, Azeem Azhar

51.1K Ratings

🗓️ 8 October 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

This conversation is a practical map of how AI “answer engines” upend the web’s traffic-funded model – and what could replace it. Matthew Prince (co-founder and CEO of Cloudflare) joins Azeem to discuss scarcity, pricing, and why unique, trustworthy content becomes the premium input to AI.

Transcript

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0:00.0

Today, I am thrilled to welcome Matthew Prince, the CEO of Cloudflare. It's a company that sits

0:05.7

at the very heart of the internet. You might not know of it, but I'm pretty certain that at some

0:10.4

point in the last 24 hours, Cloudfair has helped you get something done on the web. The company

0:16.8

funnels about a fifth of all internet traffic to us. Now, as we move into the age of

0:22.1

AI, Matthew is once again at the heart of thinking about how that technology is going to affect

0:28.4

the internet at scale. And that's what we're going to talk about today. Viewers know, I love the

0:34.1

pipes of the internet, and that means I have a soft spot for this company.

0:38.4

I've even got the T-shirt.

0:40.1

But that doesn't mean I'm going to give our guest an easy ride.

0:43.4

Welcome to the show, Matthew.

0:44.9

Thanks for having me.

0:45.9

We're at an inflection point in the way the internet gets used.

0:50.6

How broken is the content model that has funded it for the last 25 years?

0:58.1

Yeah, you know, I think that actually it's been amazing how well that has worked for the last 25 years.

1:03.8

The basic interface of the web for the last 25 years has been search.

1:08.7

And Google obviously is the dominant search engine out there

1:11.5

and the way that Google works that you all know

1:13.5

is if you type something into Google,

1:15.4

especially the sort of Google of 10 years ago,

1:18.1

you got back what was effectively a treasure map,

1:20.2

a bunch of links pointing you to search.

1:23.1

So the search wasn't the act of Google returning the links.

...

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