Company
Cloudflare
- Episodes
- 11
- Share
- 1.0%
- Shows
- 11
- Net sentiment
- +1.00
Up from 0.3% of episodes in the weeks before; net sentiment was +0.67.
Bullish 3Mixed 0Neutral 8Bearish 0
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Cloudflare. Longest episodes first.
Bullish 3
- Described as a disruption-theory company whose low-end technology is eating the market from the bottom."The Senior Engineer Death Spiral" - Ep 06 · The Next Token · Sep 28
- Held in ARK's public portfolio and cited for microtransaction and stablecoin infrastructure needs.Disruptive Innovation and the ARK Venture Fund, Featuring Cathie Wood (ARK Invest) · The Exchange by EW&L Private Wealth · Sep 28
- Originated WebBotAuth, a protocol giving agents cryptographic identity at the browser level.From Pets to Cattle: Agent Identity on the Web with Keycard, Browserbase, and Visa · Insecure Agents · Sep 28
Neutral 8
- Cited for data showing rapid growth in AI crawler traffic and its role in blocking bots.Julie Fredrickson - The Right to Compute: AI Agents, Nuclear Power & Human Data (Ep. 330) · Infinite Loops · Oct 1
- Discussed via its CEO's plan to replace measurement roles with AI.The SaaSpocalypse that wasn't, with Atlassian's CEO · Decoder with Nilay Patel · Sep 28
- Python support and per-branch preview environments expand developer options without clear investment impact.373: Raiders of the Lost Claude Artifact · The Cloud Pod | Weekly AI & Cloud News on AWS, Azure & GCP · Sep 30
- Speaker's new employer; discussed only as context.JP Aumasson on Quantum Risk, AI Attacks and Too Much Crypto · Zero Knowledge · Sep 30
- Working with OpenAI on web bot authentication for declaring agent traffic.OpenAI’s Dots lead on the future of ChatGPT · Sources with Alex Heath · Oct 1
- Subject of the interview; discussed as a company built on customer focus and shipping.Michelle Zatlyn, Cloudflare: Protect the Steady State, Disrupt What’s Next · Founder's Mentality: The CEO Sessions · Sep 29
Show 2 moreShow fewer
- Verifies agent traffic through the WebBotAuth protocol and blocks bad bots.Bots Already Make Up 60% of All Web Traffic | Kyle Jeong · MTS · Sep 29
- Patched a container cross-tenant data exposure flaw with no evidence of exploitation.FBI Formally Declares Cyber Security Incident as ShinyHunters Breach Exposes Agent SSNs, Microsoft Details JadePuffer AI-Driven Destruction of Azure Storage in 7 Minutes, Google Warns ShinyHunters Launching PeopleSoft Campaign · CyberHub Podcast · Sep 29
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial