NET - Podcast Reference

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