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The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web.
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TIMESTAMPS
Intro
When AI Bot Traffic Overtakes Humans
What Cloudflare Actually Does
Life on the Internet’s “Ice Wall”
The Internet’s Business Model Problem
Google, Traffic, and the Attention Economy
AI Agents and the End of Ads
Why Faster Answers Can Still Hurt Creators
AI Companies as the Next YouTube or Netflix
Creating Scarcity for Content Markets
Content Independence Day
Should AI Agents Count as Human Users?
The Risks of Subscription-Only AI
A Golden Age of Content Creation?
Pay-Per-Crawl and x402
Why Stablecoins Matter
The Cloudflare Stablecoin Question
The Final Form of the Internet
The Park Record and Local Journalism
The Centralization Risk
Advice for Content Creators
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RESOURCES
Matthew Prince
x.com/eastdakota
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Not financial or tax advice. See our investment disclosures here:
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