Innovating at Agentic AI speeds: The $NET (Cloudflare) case
There was a time when a company launching a new platform meant one main product, a few integrations, and a long roadmap for everything else.
That is no longer the case.
Cloudflare's Agents Week in April was a good example. In a few days, the company announced products across compute, security, identity, model routing, memory, search, browser automation, email, developer tooling, databases, and agent-ready websites. Cloudflare grouped the launches around compute, security, the agent toolbox, production tools, and the agentic web.
That is a lot to launch in one week. This would have been impossible just last year.
Until recently, AI was useful, but still limited inside real engineering workflows. It could help write code, explain systems, or generate drafts, but it was not good enough to materially change the speed at which complex products could be shipped.
That has changed in the last few months.
Agentic AI is still not perfect. It still needs human review. It still makes mistakes. But it has become good enough to help teams move through many parts of the development process faster: writing code, testing ideas, connecting systems, creating documentation, reviewing changes, and turning prototypes into working products.
This is why I believe the strongest tech companies will be the ones that learn to leverage agents to launch products at least at this new speed.... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
The development speed acceleration is real. Cloudflare launching that breadth of products in one week would have been impossible 12 months ago. But it also means competitive moats erode faster. First-mover advantage windows are shrinking across tech.... Show More
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Sat Jun 06 2026 01:22:51 GMT+0000 (Coordinated Universal Time)
