Cloudflare's AI Psychosis

The author criticizes Cloudflare for losing its focus on core infrastructure excellence in pursuit of becoming a broader cloud platform, arguing the company has abandoned its engineering-first culture in favor of a "ship first, ask questions later" product management approach. Key complaints include proliferating features with unclear differentiation, incomplete developer experience, and increased outages—contradictions for a company handling roughly one-third of web traffic. The piece suggests Cloudflare prioritizes marketing-driven launches over reliable, boring infrastructure fundamentals that made it successful a decade ago.