Prince 将 Cloudflare 定位为第一个“智能体云”，区别于新云和超大规模云厂商，并称开发者正在涌入。

Cloudflare 不是新云（neocloud），也不是有人所说的第四大公有云。我们是与众不同的第一个“智能体云”，开发者正涌向我们来构建智能体 AI 的未来。

原文 (en)

Cloudflare isn't a neocloud. We're also not, as some of you have called us, the fourth public cloud. We're something different. We're the first agentic cloud, and developers are flocking to us to build the agentic AI future.

Prince 认为智能体数量超过人类1000倍的时间将早于五年，且容器架构云无法经济地应对。

我上个季度预测五年内网上智能体数量将是人类的1000倍。一个季度后，基于目前所见，我认为这个时间会更短。超大规模云和新云基于容器的架构无法以具成本效益的方式跟上新的智能体范式。

原文 (en)

I predicted last quarter that within five years, agents would outnumber humans online 1,000 to 1. A quarter later, I'll take the under on the timing of that bet based on everything we're seeing today. The container-based architecture of the hyperscalers and neoclouds just can't keep up in a cost-effective way with the new agentic paradigms of today.

Prince 警告 AI 发现的大量漏洞将带来约两年的冲击，但互联网总体在变得更安全。

风暴即将到来，会很糟糕，我认为会持续两年左右。但好消息是我们正在找出“怪物”并清理它们，互联网实际上正在变得更安全。

原文 (en)

It's coming, and it's going to be bad, and it's going to be bad for, I think, two years. But the good news is, we're finding the monsters, we're cleaning them up, and the internet is actually getting safer.

Prince 称 CISO 正陷入恐慌，最严重的漏洞冲击尚未过去。

我认为现在 CISO 们都在恐慌，感觉天要塌了。大家都在屏住呼吸希望最糟的已经过去，但我确知最糟的还没过去。

原文 (en)

I think right now what CISOs are doing is panic. It feels like the sky is falling. Again, I think everyone is sort of holding their breath and saying, "Hopefully the worst of it's over." I know for a fact the worst of it is not over.

Prince 预计智能体时代的微支付商业模式（Act 4）十年后将成为 Cloudflare 最大业务。

我不确定它多久会成为主要收入来源，但放眼十年后，我想这会成为 Cloudflare 业务最大的部分。

原文 (en)

I don't know exactly how long it will be before it turns into major sources of revenue, but if you look out in the more distant horizon, if you look 10 years out, I would imagine that this becomes the largest part of Cloudflare's business.