Cloudflare · CEO 网络安全AI 与半导体网络与云
对 AI 爬虫、内容付费、互联网治理发言多；Cloudflare 博客常有他的署名文章
最近 90 天
Prince 将 Cloudflare 定位为第一个“智能体云”，区别于新云和超大规模云厂商，并称开发者正在涌入。
Cloudflare 不是新云（neocloud），也不是有人所说的第四大公有云。我们是与众不同的第一个“智能体云”，开发者正涌向我们来构建智能体 AI 的未来。原文 (en)
Cloudflare isn't a neocloud. We're also not, as some of you have called us, the fourth public cloud. We're something different. We're the first agentic cloud, and developers are flocking to us to build the agentic AI future.
Prince 认为智能体数量超过人类1000倍的时间将早于五年，且容器架构云无法经济地应对。
我上个季度预测五年内网上智能体数量将是人类的1000倍。一个季度后，基于目前所见，我认为这个时间会更短。超大规模云和新云基于容器的架构无法以具成本效益的方式跟上新的智能体范式。原文 (en)
I predicted last quarter that within five years, agents would outnumber humans online 1,000 to 1. A quarter later, I'll take the under on the timing of that bet based on everything we're seeing today. The container-based architecture of the hyperscalers and neoclouds just can't keep up in a cost-effective way with the new agentic paradigms of today.
Prince 警告 AI 发现的大量漏洞将带来约两年的冲击，但互联网总体在变得更安全。
风暴即将到来，会很糟糕，我认为会持续两年左右。但好消息是我们正在找出“怪物”并清理它们，互联网实际上正在变得更安全。原文 (en)
It's coming, and it's going to be bad, and it's going to be bad for, I think, two years. But the good news is, we're finding the monsters, we're cleaning them up, and the internet is actually getting safer.
Prince 称 CISO 正陷入恐慌，最严重的漏洞冲击尚未过去。
我认为现在 CISO 们都在恐慌，感觉天要塌了。大家都在屏住呼吸希望最糟的已经过去，但我确知最糟的还没过去。原文 (en)
I think right now what CISOs are doing is panic. It feels like the sky is falling. Again, I think everyone is sort of holding their breath and saying, "Hopefully the worst of it's over." I know for a fact the worst of it is not over.
Prince 预计智能体时代的微支付商业模式（Act 4）十年后将成为 Cloudflare 最大业务。
我不确定它多久会成为主要收入来源，但放眼十年后，我想这会成为 Cloudflare 业务最大的部分。原文 (en)
I don't know exactly how long it will be before it turns into major sources of revenue, but if you look out in the more distant horizon, if you look 10 years out, I would imagine that this becomes the largest part of Cloudflare's business.
Prince 认为智能体流量需要大量基础设施，必须向内容提供者付费，不能免费搭车。
如果智能体流量将是人类的1000倍，就需要更多带宽、服务器和能源，必须有人买单，不能让所有智能体免费搭车。原文 (en)
if agents are going to be 1,000 times human traffic online, that's going to require more bandwidth, that's going to require more servers, that's going to require more things to actually power it, and someone has to pay for it. It can't be a free ride for all the agents that are out there.
Prince 批评新云厂商的金融工程式交易不可持续，称 Cloudflare 绝不会做。
我们看到不少非常愚蠢的交易。市场正在消化它们，那不是我们会做的交易。随着市场变理性，大家会明白不能长期以五毛钱卖一块钱的东西。原文 (en)
We have watched a bunch of really dumb deals get done. Obviously, the market is digesting those right now. Those just are not the sorts of deals that we would ever do. I think as the market gets more rational and as we actually figure out, okay, you cannot sell a dollar for $0.50 and be in business over the long term
Prince 称客户购买的是统一平台，单点零信任厂商沦为功能。
人们不再只买零信任、WAF 或 DDoS，而是购买整个 Cloudflare 平台，零信任厂商实际上沦为更大平台中的一个功能。原文 (en)
people aren't buying just Zero Trust. They're not just buying WAF, they're not just buying DDoS, they're not just buying the developer platform. They're buying the overall platform of Cloudflare, and they're seeing that if you incorporate and use all of what we do, that you get a much more holistic solution. As a result, the Zero Trust vendors effectively just become features within what is a much larger platform play.
Prince 称 AI 在度量类职能上优于人类，因此 Cloudflare 精简组织并增加builder和销售。
AI 极其擅长度量类工作，在许多情况下比人类做得更好。AI 有偏差，但这种偏差与组织其他部分不相关。原文 (en)
AI is incredibly good at measuring things. And we have found across our business that in many cases, it's better than what humans can do. AI has bias, but the bias is not correlated to the rest of the organization, unlike what everything else has done.
Prince 表示新任营收总裁 Christian Smith 有能力带领市场拓展团队应对快速扩张，并认同 Cloudflare 面前的巨大市场机会。
Christian 一贯证明他能够以纪律、运营严谨和对客户的坚定关注，带领全球市场拓展团队度过快速扩张期。他认同我们的使命，也认同我们面前机会的规模。我们很高兴他加入，开启下一篇章。原文 (en)
Christian has consistently proven he can lead global go-to-market organizations through periods of rapid expansion with discipline, operational rigor, and a steadfast focus on customers. He shares our belief in Cloudflare's mission and in the size of the opportunity in front of us. We are excited to have him on board for this next chapter.
Prince 表示 Cloudflare 已与几乎所有主要前沿 AI 实验室及寻找软件漏洞的安全公司合作。
我们已与几乎所有主要的前沿 AI 实验室和寻找现有软件漏洞的安全公司建立了合作。原文 (en)
We've partnered with nearly every major frontier AI lab and security company searching for flaws in existing software.
Prince 称 Cloudflare 要成为首个智能体云，依托隔离技术获得效率优势，并预测五年内智能体数量将达人类的 1000 倍。
战略上，Cloudflare 的目标是成为首个智能体云。我们不是新云，也不是第四大公有云。我们基于隔离技术而非容器构建，在地理扩展和密度扩展上效率无与伦比。我预测五年内智能体与人类的比例将达到 1000 比 1，我押注会更早到来。原文 (en)
Strategically: Cloudflare aims to become the first agentic cloud. (Cloud). We are not a new cloud, nor the fourth public cloud. We are built on isolation technology rather than containers, offering unmatched efficiency in geographic and density scaling. I predict that within five years, the number of agents will exceed humans by a ratio of 1,000 to 1—I’m betting it happens even sooner.
Prince 表示面向智能体互联网的新商业模式产品线首次产生收入，十年内可能成为最大业务。
第四幕是帮助定义新互联网商业模式的产品线，本季度首次确认收入：按抓取付费、微支付，以及智能体披露意图以换取更低费率。与 OpenAI 的合作提供页面变更通知，帮助爬虫降低成本。十年后，这项业务可能成为我们最大的业务板块。原文 (en)
Act 4—A product line helping define new internet business models—recognized revenue for the first time this quarter: pay-per-crawl, micropayments, and agent disclosure of intent for lower fees. Collaboration with OpenAI provides page change notifications, helping crawlers reduce costs. A decade from now, this business could become our largest segment.
Prince 警告严重漏洞浪潮才刚开始，还将持续两年。
安全方面：14 天内披露了历史上六个最严重的漏洞。最糟的还在后面，这种状态还将持续两年。原文 (en)
Security: Six of the most severe vulnerabilities in history were disclosed within 14 days. The worst is yet to come, and this state will persist for another two years.
Prince 认为第一代零信任厂商未能解决智能体身份问题，正沦为平台中的功能。
第一代零信任厂商没有解决智能体身份问题；客户正在放弃进行中的招标；客户购买的是“整个平台”，第一代厂商沦为单一功能。原文 (en)
First-generation Zero Trust vendors aren't addressing the issue of agency identity; clients are abandoning ongoing RFPs; customers are buying an "entire platform," and first-generation vendors are becoming mere features.
Prince 称 AI 智能体低成本完成衡量类工作，公司将多招建设者和销售，年底人数超过裁员前。
AI 擅长“衡量”类任务，例如 IR 团队的 Heather 用智能体完成了过去整个团队才能完成的财报材料，token 成本不到几百美元。我们正转向多招建设者和销售，年底总人数将超过裁员前水平。原文 (en)
AI excels at "measurement"-type tasks—for example, Heather from the IR team used an agent to complete the entire team’s previous earnings materials, with token costs under a few hundred dollars. We’re shifting toward hiring more builders and sellers, and by year-end, our total headcount will exceed what it was before the layoffs.
Prince 称 AI 与智能体时代已经到来，并将 Cloudflare 定位为开发者纷纷涌入的首个智能体云。
如今我们已进入 AI 与智能体的时代，Cloudflare 是首个“智能体云”，开发者正纷纷涌向我们来构建智能体 AI 的未来。原文 (en)
Now we're in the era of AI and agents," he said, describing Cloudflare as "the first agentic cloud, and developers are flocking to us to build the agentic AI future.
Matthew Prince 表示 Cloudflare 已为 AI 驱动的互联网打造了开发平台，年化收入突破30亿美元，第三季度收入同比增长39%。
我们的年化收入突破了30亿美元，季度收入为7.82亿美元，同比增长39%。原文 (en)
We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year,
Prince称Cloudflare已打造面向AI驱动互联网的开发平台，在威胁升级之际各类组织依赖其安全防护，公司将进入更高速的下一阶段增长。
我们打造了面向AI驱动互联网的开发平台——随着数字威胁不断升级，各种规模的组织仍持续依赖Cloudflare提供保护。我们的引擎全速运转，并为下一阶段的增长找到了更高的档位。原文 (en)
We have built the development platform for the AI-powered Internet—and as digital threats escalate, organizations of every size continue to rely on Cloudflare for protection. Our engine is firing on all cylinders, and we've found an even higher gear for this next phase of growth.
Prince表示Cloudflare面临巨大的市场机遇，新任营收总裁Christian Smith认同这一判断，公司正朝50亿美元ARR规模迈进。
他认同我们公司的使命，也认同我们面前机遇的规模。我们很高兴他加入，开启下一篇章。原文 (en)
He shares our belief in Cloudflare's mission and in the size of the opportunity in front of us. We are excited to have him on board for this next chapter.
Matthew Prince 表示，Cloudflare 正看到互联网为适应 AI 驱动的机器对机器流量而被根本性重写。
我们正在看到互联网为机器对机器流量进行根本性的重写。原文 (en)
we are seeing a fundamental rewrite of the Internet for machine-to-machine traffic.
Matthew Prince 表示自己近两个月一直担心AI发现的漏洞在补丁就绪前泄露，并预计未来两年平均每周都会出现一个影响全互联网的严重漏洞。
“过去两个月，我一直处于极度恐惧之中，担心有人在大家打好补丁、完成修复之前发现这个漏洞，或者相关信息泄露出去。”“未来两年，我们将处在这样一种状态：平均每周都会出现一个影响整个互联网的严重漏洞。”原文 (en)
“The last two months, I’ve been living in a state of abject terror that someone else would find the bug or the information would leak before everyone had patches and fixes in place,” said Matthew Prince, CEO of Cloudflare. “For the next two years, we’re going to be living in a state where, on average, every week there is a critical, internet-wide vulnerability.”
Prince 认为尽管未来两年会感觉天要塌下来，但借助AI发现漏洞最终会让互联网更加安全。
“在我们能发现这些问题的世界里，你其实更安全。”“未来两年会感觉天要塌了，但我认为走出这段时期后，互联网会安全得多。”原文 (en)
“You’re actually safer in a world where we are finding these things,” Prince said. “The next two years, it’s going to feel like the sky is falling, but I think we come out the other end of it with a much safer internet.”
Matthew Prince表示，Cloudflare观测到PHP漏洞的利用尝试在披露前已有数千次，公告后迅速飙升至数百万次。
公告发布后45分钟内攻击尝试跃升至数万次，2小时内达到数十万次，现在已达数百万次。原文 (en)
That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now,
Prince警告称，AI辅助的漏洞研究将挖出多年未审计代码中的隐藏漏洞，未来一两年安全危机将接连不断，且其他严重漏洞已在修补中。
我认为接下来一两年里，每个星期都会让人觉得天要塌下来了。原文 (en)
I think we're going to have a year or two where every week it feels like the sky is falling,
Prince警告称，AI驱动的漏洞发现将带来几年的时间，每周都会出现安全动荡。
我认为接下来几年里，每一周都会让人觉得天要塌下来了。原文 (en)
I think we're going to have a couple years where every single week it's going to feel like the sky is falling,
Prince称Cloudflare已知除PHP外其他关键软件中还存在更多严重漏洞。
其他关键软件中存在的另外一批严重漏洞原文 (en)
a bunch of additional severe vulnerabilities that are present in other pieces of critical software
Matthew Prince称，PHP漏洞披露后Cloudflare观察到利用尝试呈指数级增长，说明攻击者利用新漏洞的速度极快。
Matthew Prince, CEO of cybersecurity and monitoring company Cloudflare, said this week that the company observed an exponential increase in attempts to exploit vulnerabilities following their disclosure, illustrating how quickly malicious actors are trying to leverage these flaws for their own gain.
Matthew Prince 警告称，AI 发现的 PHP2Shell 漏洞可能带来未来几年互联网安全的持续动荡。
Cloudflare 负责人 Matthew Prince 警告称，由 AI 发现的 PHP2Shell 漏洞影响约 70% 的网络流量，可能带来“几年”互联网安全更加混乱的时期。原文 (en)
Cloudflare chief Matthew Prince warned that AI‑discovered PHP2Shell vulnerabilities, affecting roughly 70% of web traffic, could usher in “a couple years” of heightened internet‑security chaos.
Matthew Prince 表示，PHP 漏洞披露后 Cloudflare 每分钟监测到一百万次攻击相关通信，多为探测脆弱服务器并被拦截，但其他地方已有服务器被攻破。
我们看到每分钟有一百万次与攻击相关的通信。原文 (en)
We are seeing one million attack-related communications per minute.
Prince警告称，AI发现的软件漏洞将使未来几年每周都像危机爆发。
我们将迎来几年时间，每一周都会让人觉得天要塌下来了。原文 (en)
we're going to have a couple of years where every single week it's going to feel like the sky is falling
Prince认为AI暴露大量漏洞最终是好事，因为许多长期隐藏的问题将被清除。
现实是，我们会把大量这类问题清理干净。原文 (en)
The reality is, we're going to get a lot of this stuff cleaned up
Matthew Prince 警告，AI 加速漏洞发现，未来几个月可能出现更多关键漏洞，引发紧急补丁和服务中断。
Cloudflare CEO Matthew Prince 警告称，未来几个月可能出现更多关键漏洞，可能引发紧急补丁和服务中断。原文 (en)
Cloudflare CEO Matthew Prince warned that more critical bugs could emerge in coming months, potentially triggering emergency patches and service disruptions.
普林斯称，公告发布后数小时内，Cloudflare网络上针对PHP漏洞的利用尝试从数千次激增至数百万次。
在整个Cloudflare网络中，我们看到数千次利用该漏洞的尝试。公告发布后45分钟内飙升至数万次，2小时内达到数十万次，现在已达数百万次。原文 (en)
Across the Cloudflare network we saw thousands of attempts to exploit it,” he wrote in a post on X. “That jumped to tens of thousands in the 45 minutes post-announcement, hundreds of thousands within 2 hours, and millions now.
普林斯称针对PHP漏洞的利用尝试在披露前为数千次，公告后迅速攀升至数百万次。
“在公开宣布前的10小时里，我们在整个网络上看到数千次利用该漏洞的尝试。”Cloudflare CEO马修·普林斯周三晚在X上发帖称。“公告后45分钟内跃升至数万次，2小时内达到数十万次，现在已达数百万次。”原文 (en)
"In the 10 hours before it was publicly announced, across the network we saw thousands of attempts to exploit it," Cloudflare CEO Matthew Prince said in a post on X late on Wednesday. "That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now."
Matthew Prince 称 Cloudflare 在 PHP 漏洞披露后 45 分钟内就看到数万次利用尝试，目前已增至数百万次。
Cloudflare 的 Matthew Prince 表示，在漏洞被发现后的最初 45 分钟内，该公司就观察到数以万计的利用该漏洞的尝试。他周四称，这一数字现在已达到数百万次。原文 (en)
Matthew Prince, the head of the cybersecurity firm CloudFlare, said his organization saw tens of thousands of attempts to exploit the flaw in the first 45 minutes of its discovery. That's now in the millions, Prince said on Thursday.
Matthew Prince 称，Cloudflare 网络观察到 PHP2Shell 漏洞的利用尝试在披露前为数千次，披露后迅速飙升至数百万次。
在 [PHP2Shell] 公开宣布前的 10 小时里，我们在整个 Cloudflare 网络上看到了数千次利用它的尝试。公告发布后 45 分钟内跃升到数万次，2 小时内达到数十万次，现在已达数百万次。原文 (en)
In the 10 hours before [PHP2Shell] was publicly announced, across the Cloudflare network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now.
Matthew Prince 表示，Cloudflare 网络在 PHP2Shell 漏洞公开前就已监测到数千次利用尝试，披露后迅速攀升至数百万次。
关于 #php2shell 的一些数据：在公开披露前的 10 小时内，我们在 Cloudflare 网络上就看到了数千次利用尝试；披露后 45 分钟内跳升至数万次，2 小时内达到数十万次，现在已达数百万次。原文 (en)
Some stats on #php2shell. In the 10 hours before it was publicly announced, across the @Cloudflare network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now.
Matthew Prince称，PHP2Shell漏洞披露后，Cloudflare网络观测到的利用尝试在数小时内从数千次激增至数百万次。
In a recent post on X, Matthew Prince stated that Cloudflare’s network observed thousands of exploitation attempts in the 10 hours prior to the vulnerability disclosure. Within 45 minutes of the announcement, this number surged to tens of thousands, reached hundreds of thousands within two hours, and has now climbed to millions.
Matthew Prince 表示，Cloudflare 网络上针对 PHP 漏洞（#php2shell）的利用尝试在披露前为数千次，披露后迅速攀升至数百万次。
在漏洞公开宣布前的10小时内，我们在 Cloudflare 网络上就看到了数千次利用尝试；公告发布后45分钟内升至数万次，2小时内达到数十万次，现在已达数百万次。原文 (en)
In the 10 hours before it was publicly announced, across the @Cloudflare network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now.
普林斯称，若当前趋势延续，五年内机器流量可能是人类流量的1000倍。
普林斯还表示，如果当前趋势持续，五年内机器流量可能达到人类流量的1000倍。原文 (en)
Prince has also said that, if current trends hold, machine traffic could be 1,000 times human traffic within five years.
普林斯称PHP漏洞的利用尝试在公开披露前就已出现，公告后迅速攀升至数百万次。
在公开宣布前的10小时里，我们在整个网络上看到了数千次利用该漏洞的尝试。原文 (en)
In the 10 hours before it was publicly announced, across the network we saw thousands of attempts to exploit it,
Matthew Prince 表示，PHP 严重漏洞在公开披露前数小时就已被攻击者利用，并迅速升级到 Cloudflare 网络上的数百万次攻击尝试。
在公开公告前10小时，我们的网络上就记录到数千次利用尝试。公告发布后45分钟内，这一数字增至数万次，2小时内达到数十万次，现在已经是数百万次尝试。原文 (en)
10 hours before the public announcement, thousands of exploitation attempts were recorded on our network. Within 45 minutes of the announcement, this figure increased to tens of thousands, within 2 hours it reached hundreds of thousands, and now we are talking about millions of attempts.
Matthew Prince称，Cloudflare观察到PHP漏洞的利用尝试从公开前的数千次迅速攀升至公开后的数百万次，显示攻击者利用新披露漏洞的速度极快。
在漏洞公开宣布前的10小时里，我们在整个网络上看到了数千次利用尝试。公告发布后的45分钟内飙升到数万次，两小时内达到数十万次，现在已经是数百万次。原文 (en)
In the 10 hours before it was publicly announced, across the network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within two hours, and millions now.
Prince 认为企业 AI 工具不应让公司在速度与安全之间取舍，并以 Cloudflare 内部使用 Cloudflare OS 的经验为证。
AI 工具不应该迫使企业在快速推进和保持安全之间二选一。我们最初是为自己的团队打造 Cloudflare OS 的，并看到了我们能够以多快、多安全的方式推进。原文 (en)
AI tools shouldn't force companies to choose between moving fast and staying secure. We built Cloudflare OS for our own teams first and saw how much faster and more safely we could move.
Prince 表示 Cloudflare 与 Idealab.ai 合作（为每家初创公司提供 10 万美元额度）是为了将创业者与适合其技能的经审核商业创意相匹配。
帮助将有才华的创业者与经过审核、匹配其技能的商业创意对接起来。原文 (en)
helping match talented entrepreneurs with vetted business ideas matched to their skill sets.
Prince 认为企业采用 AI 不应在速度与安全之间二选一，并以 Cloudflare 内部使用 Cloudflare OS 的经验为证。
“AI 工具不应迫使企业在快速推进与保持安全之间做选择，”Cloudflare 联合创始人兼 CEO Matthew Prince 表示。“我们最初是为自己的团队打造 Cloudflare OS，并看到了我们能以多快、多安全的方式推进。原文 (en)
"AI tools shouldn't force companies to choose between moving fast and staying secure," said Matthew Prince, Co-founder and CEO of Cloudflare. "We built Cloudflare OS for our own teams first and saw how much faster and more safely we could move.
Prince 表示 Cloudflare 的目标是开箱即用地提供安全、理解企业语境的 AI 工作空间，避免企业 AI 部署沦为昂贵的工程项目。
目标很简单：从第一天起就提供安全、了解公司情况的 AI 工作空间，而不必把每次部署都变成数百万美元的工程项目。原文 (en)
The goal is simple: a secure, company-aware AI workspace from day one, without turning every rollout into a multi-million dollar engineering project.
Matthew Prince 认为，在量子计算机能破解之前升级网络安全，是互联网历史上最大的协调挑战之一。
在量子计算机能够破解之前升级网络安全，是互联网历史上最大的协调挑战之一。原文 (en)
Upgrading the web's security before quantum computers can break it is one of the biggest coordination challenges in the history of the Internet,