Most of this attached podcast episode had to do with VC investing in private AI companies, and is probably not of much interest to most here. However, there was a point starting at about the 50 minute mark where the guest talked about Cloudflare. He did not give a ton of details, but he said that his firm “sees Cloudflare in all the infrastructure behind a lot of our companies”.
I believe there were some comments around the time of the last ER indicating that the recent AI explosion could benefit NET. This podcast is just one random anecdote, but I thought it was worth sharing.
Long NET - 2.6% - 4th largest investment