BusinessTBPN
Cloudflare CEO Matthew Prince breaks down the critical PHP2Shell vulnerability and the evolving cyber threat landscape driven by AI. Hosts John Coogan and Jordi Hays discuss Meta's Class C stock issuance and Apple's iPhone Duo launch alongside startup announcements across preclinical drug discovery, vertical AI agents, sustainable materials, and commercial satellite navigation.
- Pulsar secured $250 million in fresh funding at a $2.45 billion valuation, deploying its first six satellites to build a commercial positioning network. Read →
- Warp Sciences raised $215 million in a round led by Lightspeed, with backing from Lux Capital, Menlo Ventures, IVP, Mayfield, and Scribble Ventures. Read →
- Meta plans to issue one non-voting Class C share for every existing Class A or Class B share at the start of next year, creating a two-for-one stock split. Read →
- OpenAI and Wiz found PHP2Shell, a remote code execution bug in PHP that exposed roughly 70 percent of the internet. Read →
- Mc Lader left his role as president of Uniswap to run Cognition Industries, building dedicated units to deploy the Devin AI agent into enterprise sectors. Read →
BusinessTBPN
Cloudflare CEO Matthew Prince discusses the rapid growth of AI agent traffic, Cloudflare's strategy for scaling AI infrastructure with Workers and edge inference, and the company's internal AI adoption. He also shares insights on Cloudflare's successful IPO and addresses legal challenges related to online piracy.
- Matthew Prince saw bot traffic overtake human traffic on Cloudflare’s network in the first half of 2026, a full year ahead of his revised prediction from only three months earlier. Read →
- Cloudflare CEO Matthew Prince is building for an exponential AI future by betting on raw, young talent; they hired 1,111 interns last summer who are naturally fluent in AI tools. Read →
- Prince sees public markets as a "healthier" investor relationship. Unlike private investors who might be locked in, public shareholders offer immediate, unambiguous feedback: sell your stock if you falter. Read →
- Cloudflare CEO Matthew Prince warns that a future where 100 million knowledge workers each have one AI agent would consume 50% of today's global CPU capacity. Read →
BusinessTBPN
This episode of TBPN discusses the new 'Social Reckoning' movie's potential impact on Meta and Mark Zuckerberg's image, alongside the controversial safety guardrails of Anthropic's Fable 5 model and the resulting industry debate. It also features interviews with startup founders on innovative AI applications, including hands-free computer control, provably accurate AI for critical domains, and high-accuracy enterprise workflow automation, as well as insights on Cloudflare's edge AI strategy and transforming customer experience with AI.
- Anthropic's Fable 5 model, while strong at long-horizon tasks like software development, flatly rejects requests tied to biology, cybersecurity, and frontier LLM development. Read →
- AI bot traffic on Cloudflare's network eclipsed human traffic in the first half of 2026, far sooner than Matthew Prince and his team anticipated. Read →
- Current AI focuses on recall, but the next frontier is provable accuracy, especially in domains where a wrong answer is catastrophic, like tax, legal, and healthcare. Read →
- Sierra recently crossed $200 million in Annual Recurring Revenue (ARR), a clear signal of significant traction in the AI customer experience space. Read →
- A new film, 'The Social Reckoning,' dramatizes the 2021 Facebook Files leak by whistleblower Francis Hogan, with Jeremy Strong playing Mark Zuckerberg. Read →