I've been saying this for years: CloudFlare's approach to information security is miles ahead of other infrastructure providers. Their latest annual founder letter reinforces my conviction.

CloudFlare clearly understands that the internet's operating model is undergoing a fundamental vibe-shift. They recognize that industrial-scale content production and content theft present massive challenges for creators, consumers, and infrastructure providers. But I think this isn’t just a technical problem, it's also a societal one. And CloudFlare gets it.

Casually dropping keywords like “Answer Engines" and "Traffic != value" isn’t innocent. While they kept the details relatively high-level, the strategic direction is clear.

After years of focusing on the medium, CloudFlare is now turning their attention to the value of the message itself. This evolution positions them uniquely as the internet continues to transform.