Why @Cloudflare is uniquely positioned to win in AI inference:

CFO Seifert at Goldman Tech Conference (Sept 2024): "If you operate a network like ours, where you are literally 50 milliseconds away from whatever wants to connect to the Internet, you're in this Goldilocks zone... helping to save, extending battery life, but delivering performance at a rate as if you were in a data center"

Market validation is compelling:
• Developer accounts grew 20% in just 4 months to 2.4M
• Inference requests up 700% quarter-over-quarter
• AI-optimized GPUs now in 167 cities globally
• Close to 78% of top 50 AI companies use their network

Massive customer wins emerging: Q3'24 earnings revealed "a rapidly growing AI company expanded from $500K to $7M contract for Workers AI" after seeing "nearly 2x performance improvement over traditional public clouds"

The platform advantage is clear: Their global distributed network can optimize GPU utilization across different time zones - delivering better economics than centralized cloud providers. Their existing security & performance infrastructure means they can add AI capabilities efficiently.

My take: Cloudflare built one of the world's largest networks to make the internet faster & safer. Now they're leveraging that same infrastructure to run AI workloads closer to users than traditional cloud providers can. The inference opportunity is just beginning. $NET