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OpenAI and Nvidia Announce Partnership to Deploy 10GW of Nvidia Systems

https://openai.com/index/openai-nvidia-systems-partnership/
95•meetpateltech•1h ago•94 comments

PlanetScale for Postgres is now GA

https://planetscale.com/blog/planetscale-for-postgres-is-generally-available
143•munns•2h ago•58 comments

The American nations across North America

https://colinwoodard.com/new-map-the-american-nations-regions-across-north-america/
39•loughnane•1h ago•37 comments

Cloudflare is sponsoring Ladybird and Omarchy

https://blog.cloudflare.com/supporting-the-future-of-the-open-web/
314•jgrahamc•4h ago•210 comments

SWE-Bench Pro

https://github.com/scaleapi/SWE-bench_Pro-os
21•tosh•1h ago•6 comments

A simple way to measure knots has come unraveled

https://www.quantamagazine.org/a-simple-way-to-measure-knots-has-come-unraveled-20250922/
59•baruchel•2h ago•19 comments

Mentra (YC W25) Is Hiring to build smart glasses

1•caydenpiercehax•21m ago

Cap'n Web: a new RPC system for browsers and web servers

https://blog.cloudflare.com/capnweb-javascript-rpc-library/
127•jgrahamc•4h ago•49 comments

A New Internet Business Model?

https://blog.cloudflare.com/cloudflare-2025-annual-founders-letter/
134•mmaia•2h ago•118 comments

Easy Forth (2015)

https://skilldrick.github.io/easyforth/
132•pkilgore•5h ago•76 comments

CompileBench: Can AI Compile 22-year-old Code?

https://quesma.com/blog/introducing-compilebench/
86•jakozaur•4h ago•21 comments

What is algebraic about algebraic effects?

https://interjectedfuture.com/what-is-algebraic-about-algebraic-effects/
39•iamwil•2h ago•11 comments

What if we treated Postgres like SQLite?

https://www.maragu.dev/blog/what-if-we-treated-postgres-like-sqlite
44•markusw•3h ago•37 comments

How I, a beginner developer, read the tutorial you, a developer, wrote for me

https://anniemueller.com/posts/how-i-a-non-developer-read-the-tutorial-you-a-developer-wrote-for-...
733•wonger_•15h ago•339 comments

The Strange Tale of the Hotchkiss

https://www.edrdg.org/~jwb/mondir/hotchkiss.html
7•rwmj•1d ago•0 comments

SGI demos from long ago in the browser via WASM

https://github.com/sgi-demos
187•yankcrime•9h ago•50 comments

Anti-*: The Things We Do but Not All the Way

https://blog.jim-nielsen.com/2025/my-antis/
25•gregwolanski•2h ago•10 comments

Human-Oriented Markup Language

https://huml.io/
19•vishnukvmd•1h ago•14 comments

A board member's perspective of the RubyGems controversy

https://apiguy.substack.com/p/a-board-members-perspective-of-the
12•janpio•56m ago•4 comments

Dear GitHub: no YAML anchors, please

https://blog.yossarian.net/2025/09/22/dear-github-no-yaml-anchors
132•woodruffw•2h ago•100 comments

Beyond the Front Page: A Personal Guide to Hacker News

https://hsu.cy/2025/09/how-to-read-hn/
107•firexcy•7h ago•55 comments

UK Millionaire exodus did not occur, study reveals

https://taxjustice.net/press/millionaire-exodus-did-not-occur-study-reveals/
152•mooreds•1h ago•132 comments

A Beautiful Maths Game

https://sinerider.com/
65•waonderer•2d ago•18 comments

Kmart's use of facial recognition to tackle refund fraud unlawful

https://www.oaic.gov.au/news/media-centre/18-kmarts-use-of-facial-recognition-to-tackle-refund-fr...
207•Improvement•7h ago•187 comments

Emerald Source Code Commentary

https://0xabad1dea.github.io/emeraldscc/
10•todsacerdoti•3d ago•2 comments

You did this with an AI and you do not understand what you're doing here

https://hackerone.com/reports/3340109
857•redbell•9h ago•408 comments

Privacy and Security Risks in the eSIM Ecosystem [pdf]

https://www.usenix.org/system/files/usenixsecurity25-motallebighomi.pdf
229•walterbell•12h ago•120 comments

Biconnected components

https://emi-h.com/articles/bcc.html
38•emih•18h ago•13 comments

The death rays that guard life

https://worksinprogress.co/issue/the-death-rays-that-guard-life/
43•ortegaygasset•4d ago•32 comments

We Politely Insist: Your LLM Must Learn the Persian Art of Taarof

https://arxiv.org/abs/2509.01035
144•chosenbeard•16h ago•93 comments
Open in hackernews

A New Internet Business Model?

https://blog.cloudflare.com/cloudflare-2025-annual-founders-letter/
132•mmaia•2h ago

Comments

rhetocj23•1h ago
A nothing burger. Stating the obvious.
grahameb•1h ago
I hope that the next big shift will be to undo the asymmetry that crept into the internet quickly after it first became popular. Let us host stuff at home. Let us run odd and strange and great systems wherever we are. Undo the cloud, undo the capture of the net – I'm old enough to remember when we just had a bunch of boxen under a desk somewhere, and it was pretty great.
psadri•1h ago
The problem is always discovery. There are lots and lots of little sites out there but without a search engine or directory you don’t know about them. Even back in the day Yahoo had a directory. And once you need such an aggregator, it will naturally create a choke point.
bix6•1h ago
> Let us host stuff at home.

We can dream. ISP says NO!

grahameb•1h ago
My ISP gives me v6 and lets me turn off their firewall. That's a start
Joel_Mckay•57m ago
In general, most ISP have a usage agreement posted which prohibits excessive client server traffic.

This is why most NOCs enforce an asymmetric firewall bandwidth limit for download focused customers, and install colo Google/CDN rack appliances.

Most ISP are just the modern retooled Cable company business. Try to stream video off your home platform on a normal service port, and you will hit the caps pretty quickly. =3

dflock•1h ago
You can still do this, it all still works, technically. You will have a spam/malware/security issues that wouldn't have been an issue back in the day. You will also have discoverability issues - but that hasn't actually changed, if it's just for you or your friends.
keehun•1h ago
This is one of the core usecases of cloudflared (https://github.com/cloudflare/cloudflared)! Without having a static IP address or dynamic DNS, you can establish a connection between your machine in a private network with Cloudflare. And once a resource is on the Cloudflare network, you can pretty much do anything with it, including routing your visitors to that server and using the full Cloudflare stack including its CDN, firewalls, and Anti-Bot protections.
egorfine•38m ago
This project does exactly the opposite of what the GP was talking about. We need to selfhost to be independent of Cloudflare, not dive even deeper into it. cloudflared exists to embrace and extinguish and absolutely fuck that and everything that comes from Cloudflare.
paxys•1h ago
Who is stopping you from doing any of this?
bobajeff•31m ago
I've been thinking lately how nice it was when the Internet had lots of phpBB-like forums spread around. Each one ran by a different server with it's own rules. None of them required your ID or phone number to join. No one really knew who anyone else was in real life. If you got tired of the people one forum you had several similar forums on different sites you could go to. It was fun seeing the kinds of things people would share in that environment. Everyone had the power to be seen, heard and disregarded in a short span of time.

I think of these things like they only exist in the past but I'm sure these places are still around only I don't go to them as much now. Probably because all the useful stuff these days exist in mainly reddit and the stackexchanges.

raincole•21m ago
Do you want more people to view your content?

If no, you can still do that today.

If yes, then imagine the other 1,000,000 people who think likewise. That was how we got where we are today.

ChrisArchitect•1h ago
Title is: Cloudflare’s 2025 Annual Founders’ Letter

(https://hn.algolia.com/?dateRange=pastWeek&page=0&prefix=tru...)

ChrisArchitect•11m ago
Title was changed, and then changed back? Use a colon or something if really insist on "New Internet Business Model" being part of the submission
xeonmc•1h ago
tldr, surely this article needs an ai summary at the top.
falcor84•1h ago
> Hardin threw himself back in the chair. “You know, that's the most interesting part of the whole business. I admit that I thought his Lordship a most consummate donkey when I first met him – but it turned out that he is an accomplished diplomat and a most clever man. I took the liberty of recording all his statements.” ... “When Houk, after two days of steady work, succeeded in eliminating meaningless statements, vague gibberish, useless qualifications—in short all the goo and dribble—he found he had nothing left. Everything canceled out. Lord Dorwin, gentlemen, in five days of discussion didn't say one damned thing, and said it so that you never noticed.”

- "Foundation", Isaac Asimov

lo_zamoyski•1h ago
Like a script from the pen of Tobias Fünke.
gdulli•1h ago
SHCP (The Salvor Hardin Compression Protocol)
falcor84•1h ago
But what is this new business model, and how do we transition to it? There's so little actual detail there.
rhetocj23•1h ago
A bunch of vague nonsense, par for the course around the current hysteria of AI.

Nobody at the head of these large tech firms has a clue about where this technology is heading.

jsheard•1h ago
I think they're alluding to their already-announced scheme which will charge parasitic crawlers an entry fee for safe passage past their filters.

https://www.cloudflare.com/en-gb/paypercrawl-signup/

coldpie•1h ago
Yeah, I was waiting for "how are they going to shove AI into this?" and boom there it is halfway down the page. No content here (obvious problem: how does paying Reddit Inc to allow scraping result in money going to the person who created the content? shrug). Just more AI hype to get investor cash before the bubble bursts. Woopie.

Edit: Re-read it and just noticed this:

> assuming the AI companies are willing to step up, support the ecosystem, and pay for the content that is the most valuable to them

Lolllllll. Y'all are gonna love my pitch for an airline startup. It begins, "assuming we can turn off gravity..."

kokanee•1h ago
Waiting for the day when I can cash out my reddit karma for USD
velcrovan•1h ago
If Cloudflare demonstrates it can reliably distinguish AI scraper traffic from human traffic, then they will be able to force AI companies to step up, no assumption necessary. Still a big if, but (this one clause you quoted notwithstanding) it doesn't read to me like they're relying on the goodwill of AI companies.
nojs•1h ago
Charge site owners to protect the site from aggressive crawlers, charge crawlers/agents to bypass the protection. Like a good old fashioned protection racket
tofuziggy•1h ago
Charge crawlers and pay site owners, and take a cut of course
riedel•1h ago
Thanks for the tl;dr . Why is this blog post so long? Will they charge per token?
josefresco•1h ago
I guess it would be if Cloudflare was operating the bots.
mritchie712•1h ago
huh? they can block the bots
abirch•56m ago
Usually the protection racket (https://en.wikipedia.org/wiki/Protection_racket) is when the people who will cause the destruction charge to prevent it from happening.

Paying a security guard isn't considered a protection racket, while paying a member of the mob so that nothing happens to my store is considered a protection racket.

paxys•1h ago
That's not what protection racket means. Cloudflare isn't the one building LLMs and scraping websites.
fine_tune•1h ago
Its cloudflare trying to enshittify the internet with micro transactions[0] and take their N% cut (of course it will start at like 2% but ask any uber driver how thats going).

The problem is the arguments they make for why this should happen are quite compelling, especially to those running sites (you'll see plenty of complaints on this forum about it), but theres also a large group of people who think information / code / data should be "free" (see open source code/maps/anything you can think off). So really its just a moral debate that will be lost in the interest of profit (which is ya know good n bad, if AI companies did more caching we probably wouldn't need this, but here we are).

[0] https://blog.cloudflare.com/introducing-ai-crawl-control/

paxys•1h ago
You create content and gate it behind Cloudflare.

Cloudflare blocks AI scrapers unless they pay the toll.

nickysielicki•1h ago
Cloudflare has controls already in their dashboard for controlling whether LLMs should be denied responses when querying your site. How they intend to broker payments and selective access isn’t really clear, but you can stop giving your content away for free if you’d like.
kordlessagain•1h ago
Middleman as a Service!
ritzaco•1h ago
I guess this is the 'meat' of the article. Interesting that they regard reddit as a 'niche' quirky corner of the internet. To me they are well over the peak of their enshittification journey with mainly bots and overzealous mods and pay-to-play accounts. Just like digg and others before something else will take their place soon enough as the place where enthusiasts share valuable content before businesses poke their nose in and we repeat the cycle again.

> What's most interesting is what content companies are getting the best deals. It's not the ragebait headline writers. It's not the news organizations writing yet another take on what's going on in politics. It's not the spammy content farms full of drivel. Instead, it's Reddit and other quirky corners that best remind us of the Internet of old. For those of you old enough, think back to the Internet not of the last 15 years but of the last 35. We’ve lost some of what made that early Internet great, but there are indications that we might finally have the incentives to bring more of it back.

> It seems increasingly likely that in our future, AI-driven Internet — assuming the AI companies are willing to step up, support the ecosystem, and pay for the content that is the most valuable to them — it’s the creative, local, unique, original content that’ll be worth the most. And, if you’re like us, the thing you as an Internet consumer are craving more of is creative, local, unique, original content. And, it turns out, having talked with many of them, that’s the content that content creators are most excited to create.

soared•1h ago
I wonder if that’s a purposeful framing to avoid saying that content a large and diverse group of humans has created is very valuable. Think about how much money the Facebook data set would be worth to OpenAI. But cloudflare likely wants to avoid the privacy nightmare taking attention away from what they’re doing.
btbuildem•1h ago
Colour me cynical mauve, but you would have to pry the current business model out of advertisers' cold dead hands.

What is most likely to happen is the so called Answer Engines will embed advertising into their results -- except in a more insidious, subtle, hard to detect and filter out manner.

The Open Letter reads naive at best, asking us to imagine an Internet where creators are rewarded for "filling the holes in human knowledge". We all know that is not what sells, and that the opposite of this will continue to inundate the infosphere.

velcrovan•1h ago
If AI companies continue to grow and be successful, and if they continue to depend on scraping human-written content to train their models, and if any tech can gain enough adoption to prevent AI from doing so without paying (and without hurting non-scraper readers), then creators will get paid. That is what the claim seems to be here. You can say it's a long shot, but it's not fundamentally at odds with the existing legible incentives.
sbarre•1h ago
> What is most likely to happen is the so called Answer Engines will embed advertising into their results -- except in a more insidious, subtle, hard to detect and filter out manner.

This is the part of the new AI paradigm that concerns me the most, and I think you are correct.

If "pay for placement" (or worse "legislate for placement") in LLM training becomes a thing, then we lose all transparency as these biases get baked into the knowledge set, and users have no way of knowing where and when they get applied.

Workaccount2•1h ago
People like the current model too, because you can access most(ish) content without ads or subscription if you ad-block.

This discussion is going to be rife with the pot calling the kettle black as people who have blocked every ad for the last 15 years call out AI for not compensating creators...

zb3•1h ago
> you’re still undermining the business model of those news sources.

Fantastic! I wish I could undermine their clickbait business model even more..

> But there’s reason for optimism

You mean Cloudflare being investigated for antitrust?

velcrovan•1h ago
Everyone seems to be dismissing this without reading it. As a content publisher, I am very interested in any proposal that results in me getting residual payments from AI scrapers. That would indeed be a new internet business model.

This is also being attempted by RSL with their “Crawler Authentication Protocol” (https://rslstandard.org/guide/web-crawlers) for demanding proof of licensing from scrapers and RSL Collective (https://rslcollective.org) for providing the licensing itself. The missing piece there is the ability to detect scrapers with high accuracy without punishing regular browsing humans.

andy99•1h ago
> As a content publisher, I am very interested in any proposal that results in me getting residual payments from AI scrapers.

So you use a public resource and presumably like the upside that comes with sharing on it, but you want to limit uses now that someone has found one that you don't like, so you're fine with degrading that public resource?

You could always share things privately or behind a paywall if you don't want them available publicly. But people seem to want to have their cake and eat it too.

I get why a hosting provider would want to limit crawlers to save bandwidth. The "creator" angle is just greed.

velcrovan•1h ago
> So you use a public resource and presumably like the upside that comes with sharing on it, but you want to limit uses now that someone has found one that you don't like, so you're fine with degrading that public resource?

Can you say more? what is the "public resource" I'm using as a content publisher? In that role I see myself more as the provider of a public resource (my content), not a user.

carlosjobim•50m ago
Maybe they mean the alphabet?
pyrale•1h ago
Your point is that pepole leaving some produce on the side of the road along with a money box should accept that some people loot all the produce in a 100km radius without paying, and resell it?
beambot•1h ago
You can put images up on a public website, but you still retain copyright & can control the images' use. This is no different from any kind of digital content...
isodev•47m ago
And Cloudflare is trying to legitimise a “business model” resting on the assumption that it’s ok for AI vealers to scrape content in the first place. “Opt-in” is not in Silicon Valley vocabulary.
acdha•7m ago
I read that differently: we’re starting from the current world where anyone publishing online is seeing expensive traffic volumes from companies whose goal is not to send user traffic back. Cloudflare seem to be arguing that site owners should easily be able to charge for agent access independently from regular user access, but since that is always under the control of the site owner it seems like the opposite of your “opt-in” complaint.
oceanplexian•1h ago
I mean, you shouldn't need to read a wall of text to understand what a business model is.

It should be front and center, communicated clearly, and easy to understand. If I was an investor, the lack of clarity after reading a few paragraphs would concern me.

alex_suzuki•1h ago
I read the entire article and I have no clue how this new business model will come to be. Something about filling holes im the cheese…
velcrovan•1h ago
It definitely isn't an aerated Linkedin post full of single-sentence paragraphs and emoji, but it's also certainly not a "wall of text". It's what we used to call a "blog post", it has very readable paragraphs broken up into short titled sections.
paxys•1h ago
These days all content has to be in the form of a catchy 6 word tweet or 10 second reel to keep people's attention.
voxgen•1h ago
> without punishing regular browsing humans.

As a content consumer, I'm also hoping to be part of the ecosystem. I already use Patreon a lot as "AdBlock absolution", but it doesn't fix the market dynamics. Major content platforms tend to stagnate or worsen over time, because they prefer to sell impressions to advertisers than a good product to consumers.

isodev•54m ago
I think as a publisher, you should be worried that Cloudflare is taking the first step towards the 2025 version of what “rights holders” have done to the movie and entertainment industry.

Imagine trying to create and distribute a movie without the backing of your local distributor/broadcasting cartel. Only instead of gating the movie theatre, Cloudflare is the single access to all things web. Also, based in the US, so good luck producing content their government doesn’t like.

ElijahLynn•8m ago
I'm really excited by this post. I love the vision. especially the vision of using what is already known about the gaps and what is not known in having content created to fill those gaps. There are definitely some gaps in LLM knowledge.
neuracnu•1h ago
In short: we'll have the machines tell the creators what to create.

> You could imagine an AI company suggesting back to creators that they need more created about topics they may not have enough content about. Say, for example, the carrying capacity of unladened swallows because they know their subscribers of a certain age and proclivity are always looking for answers about that topic. The very pruning algorithms the AI companies use today form a roadmap for what content is worth enough to not be pruned but paid for.

sbarre•1h ago
"The machines" in this scenario are being informed by what the humans are asking for though..

They're not just making it up..

layer8•1h ago
It means they will request faster horses, though.
cj•1h ago
Valid point / not a bad idea. One flaw might be that (successful and high quality) content creators are accustomed outsized rewards for their work. Ads pay very, very well for people creating content viewed by a lot of people.

Would AI companies be willing to match that (even 50% match)? If not, we might just end up with low paid copyrighters / ghost writers churning out large amounts of content for LLMs in subject areas where they don't necessarily have expertise.

lapcat•1h ago
> As we think about our role at Cloudflare in this developing market, it's not about protecting the status quo but instead helping catalyze a better business model for the future of Internet content creation. That means creating a level playing field. Ideally there should be lots of AI companies, large and small, and lots of content creators, large and small.

Not mentioned: there would be a single gatekeeper for the internet, Cloudflare.

The "level playing field" rhetoric reminds me so much of Apple talking about the App Store. This new internet business model is just the App Store, substituting websites for apps and Cloudflare for Apple. The system only works with some middleman between the AI companies and the content creators.

zenmac•1h ago
Is there currently a more open alternative to Cloudflare? I would assume that people don't really use it until they have significant traffic from all different parts of the world?

In which case for the self-host people we can just pick a decent CDN?

tracker1•56m ago
I've done a few tests with CF hosted webapps... overall it's pretty good experience, and for my usage has been free, despite opting into a paid account level, I haven't exceeded the free usage.

For mostly-static or static-site content it's pretty nice all around. I've not gotten into the SQLite service so much though, which I might and seems interesting.. there's also Turso to consider as an alternative option... Not to mention Deno, Fastly and other similar options.

Kind of hoping to see something similar start to gain traction to support wasm backend systems similarly.

This is beyond their DDoS/Proxy protection, but worth considering as part of what they offer. There's a lot there to like.

motorest•1h ago
I see what you mean, and I am divided on the issue. On one hand, I don't think it's fair to have AI companies to freely scrape the world without fairly compensating content producers. On the other hand, adding more gatekeepers to the web ends up killing it.

This feels like a lose-lose situation.

CrulesAll•1h ago
That feels like a bog basic false choice fallacy.
motorest•49m ago
> That feels like a bog basic false choice fallacy.

Only if you somehow believe you have a choice, or even a say.

Joel_Mckay•55m ago
That is a lot of hands... Are you AI generated? lol =3
swed420•24m ago
In some positive news today, Cloudflare is sponsoring the Ladybird browser effort:

https://news.ycombinator.com/item?id=45332860

That's not nothing.

nickysielicki•1h ago
> Not mentioned: there would be a single gatekeeper for the internet, Cloudflare.

Nothing in their idea challenges the underlying tech behind the internet. Anyone is free to compete in constructing a reverse proxy service with LLM-centric content controls similar to cloudflare, whether that’s AWS WAF or akamai or some new startup.

lapcat•53m ago
Nothing in Google's search monopoly challenges the underlying tech behind the internet. Anyone is free to complete...

From the stats I've seen, Cloudflare has an 80% market share for reverse proxy services. 20% of all websites use Cloudflare, 50% of the most popular websites globally. That's a dangerous amount of concentration, and it's the only reason Cloudflare can propose this new business model for the internet and be taken seriously.

nickysielicki•45m ago
So what? I should hate them for that? Cloudflare is really good at what it does. Nobody has to use cloudflare, but people who know what they’re doing choose cloudflare because the service they provide is worth the minuscule price they charge and it solves the massive abuse and performance problems that otherwise plague the internet.

Bing/msn.com failed to displace Google because Google was simply better, not because Google played dirty.

lapcat•34m ago
> So what? I should hate them for that?

Where did I mention hate? I don't care what emotions you feel or don't feel. The problem is the concentration of power in one company. That has nothing to do with emotion.

> Bing/msn.com failed to displace Google because Google was simply better, not because Google played dirty.

I don't think the courts agree with you about Google playing dirty. In any case, monopolies are inherently dangerous.

raincole•37m ago
> Nothing in Google's search monopoly challenges the underlying tech behind the internet. Anyone is free to compete...

But it's true? It's still true today. The only worrying part of the story is that google also makes browser and OS, which doesn't apply to Cloudflare.

The above comparison to App Store is even weirder / more ridiculous. App devs publish on App Store because App Store is pre-installed on every iPhone already, so it maximizes the number of users they can reach. Websites use Cloudflare to protect themselves, at the cost of reducing the number of users they can reach. The two situations are so different that "false equivalence" is an understatement.

lapcat•21m ago
> The only worrying part of the story is that google also makes browser and OS, which doesn't apply to Cloudflare.

Well actually: https://blog.cloudflare.com/supporting-the-future-of-the-ope...

> App devs publish on App Store because App Store is pre-installed on every iPhone already, so it maximizes the number of users they can reach.

This seems like a weird statement, because App Store is the only way of publishing apps on iPhone. The statement might make sense if you were talking about the Mac, on which App Store is pre-installed, but developers can still publish outside the App Store.

> Websites use Cloudflare to protect themselves, at the cost of reducing the number of users they can reach.

How does Cloudflare reduce the number of users they can reach?

acdha•18m ago
Google’s monopoly is dangerous because they linked success in search to dominance in other areas, and especially the most popular web browser.

I wouldn’t recommend trusting any large company but so far Cloudflare doesn’t appear to be pulling a Google because they sell directly rather than to third parties. Google never charged for search so they ended up doing a reverse acquisition into DoubleClick to get advertisers to pay for the searches we do. Cloudflare does have a free tier but their paid services are decidedly not free and since they have serious competition in the CDN business, zero-trust, etc. they have the direct incentive not to screw their customers which Google lacked. I’d get worried if that ever changes.

rickydroll•22m ago
It could be interesting to build a small startup that identifies hate speech on Twitter, Threads, Blue Sky, and other platforms.

I envision a UI that displays the message and, in a sidebar, lists what aspects of the message classify it as hate speech. Then, like a spam filter, you could decide to block the message.

https://ieeexplore.ieee.org/stamp/stamp.jsp?arnumber=1084806... https://arxiv.org/abs/2405.01577 https://arxiv.org/abs/2401.03346

CrulesAll•1h ago
And of all companies Cloudflare. People research their business practices...
CharlesW•58m ago
> Not mentioned: there would be a single gatekeeper for the internet, Cloudflare.

I don't get it. Can you point out where Cloudflare gains the power to prevent Google or any other company from doing the same?

ceejayoz•50m ago
https://en.wikipedia.org/wiki/Natural_monopoly

It's not impossible. But it's hard.

acdha•13m ago
How would that work short of them buying most of the fiber in the world? A natural monopoly is a big problem for ISPs but they don’t do last-mile and they don’t appear to be anywhere close to being able to manipulate thr transit market.
vogu66•30m ago
> Not mentioned: there would be a single gatekeeper for the internet, Cloudflare.

Cloudflare is already a monopoly though. From what I can tell, what they are saying here, besides proclaiming their continued existence, is that they and AI companies and content creators need the internet to exist.

And what they are building is on top of the 402 response, which anyone can use? So you could use that without using any CDN at all, without too much development cost?

acdha•27m ago
How is Cloudflare a monopoly as opposed to just being popular? The CDN, security, edge compute, etc. markets all have multiple popular competitors.
roughly•1h ago
Something that stuck out on this was the notion of the LLMs as models of human knowledge, and the notion that we could "see the gaps". There's been an interesting debate* in journalism over the concept of neutrality - what it means to "just present the facts," and whether that's actually a useful service, and what are actual facts, and how do you define a fact (it's gotten rather epistemological), and that's just for things that actually happened in the real world. I think what's not taken into account here is how much of the world is not able to be summarized into One Universal Truth - how much of what we look for is actually the preference of the author ("what are the best new albums this year?" "how do I cook chicken?"), or an intellectual synthesis of a subject (basically anything written by that acoup guy), or just some entertainment or random digression on a topic. I think this is part of the crux of the argument behind the artists vs LLMs debate (you know, aside from all the economic exploitation) - even the act of writing a summary is a creative act when performed by a human that generates something new, whereas an LLM is, as far as we can tell from both the mechanics and the actual output, a remix of existing content. I think our appetite for the latter is less than we think it is.

I don't fundamentally think that Cloudflare's view here is _wrong_ - by and large, when I google what internal temperature to cook pork to so I don't die, I'm not looking for an opinion or someone's life story - but I think I'm much more interested in how we create the weird niches that create the "knowledge" for the blender. Cloudflare alludes to it with the talk about Reddit and whatnot, but I'd love to know what the plan is to actually create and nurture those communities where people can really get weird into whatever topic they're interested in. Right now we're all sort of just ghettoized into various Facebook communities or whatever, but recreating an actual vibrant communal internet where people can find their weirdo subcultures and actually negotiate on some kind of reasonable footing with the LLM scrapers (who were the social network people, who were the search engine people, who have always been the ad people) would be a genuine improvement to the internet.

* read "hellish swamp diving affair"

voxgen•29m ago
That discussion also makes me worry that they may try to use LLMs or LLM-based metrics to measure the size of the gap as a proxy for value of the content.

The landlord of the marketplace should probably not dabble in the appraisal of products, whether for factuality or value.

kibwen•1h ago
> Make no mistake, the Internet has never been free. There's always been a reward system that transferred value from consumers to creators and, in doing so, filled the Internet with content. Had the Internet not had that reward system it wouldn't be nearly as vibrant as it is today.

This is an attempt to rewrite history. Back in the day, we stood up servers at our own expense and filled them with content for free, for nothing other than the fun of it. In fact, the "vibrancy" of the internet appears to be inversely correlated to the number of people using it to generate a profit.

sbarre•1h ago
But "at our own expense" is not free, is it? In the end someone has always paid the bills for things being on the Internet.

That's the "never been free" in that statement.

I don't think they're saying what you think they're saying.

sceptic123•57m ago
They're not saying what you think either, there's no reward system or transfer of value in free content, offered for free. It doesn't matter if it's hosted at someone's own expense if it's done for nothing other than the fun of it.
colesantiago•1h ago
TL;DR: Cloudflare wants to become the toll gate operator for the internet and AI bots.
tosh•1h ago
I wonder how well this will play out when we look back in 10 years.
0xbadcafebee•55m ago
AI drives search, search leads to vapid content, vapid content has ads, big incumbents get lots of money for serving ads. Only difference is Google is now an AI engine rather than a search engine. There will be a few more large rent-seeking "platforms" that will make billions to prop it all up. The internet will be filled with complete crap that is inescapable.

So, same as it is today.

zazazache•1h ago
”What's most interesting is what content companies are getting the best deals. It's not the ragebait headline writers. It's not the news organizations writing yet another take on what's going on in politics. It's not the spammy content farms full of drivel. Instead, it's Reddit and other quirky corners that best remind us of the Internet of old.”

I don’t know if I see a company extracting rent from other people as a win…

kin•1h ago
How can you virtuously reminisce about the heydays of the open internet and then vaguely allude to gatekeeping the internet?
maxk42•1h ago
My concern is Cloudflare will implement this plan in a way that makes it very profitable for large players and absolutely kills any new entrants to the market in the future.
observationist•1h ago
A whole new SEO style race to the bottom, as an arms race between quality and exploiting monetization begins, with cloudflare arbitraging every step of every interaction. Sounds great! Let's enshittify everything, and give total control to a private company who's more than happy to grant undue power to governments and bureaucrats to oppress and harass and exploit citizens, as long as they make a buck from every click and harvest every bit of data traversing every network on the planet.

What could possibly go wrong?

carlcortright•1h ago
Immediate negative gut reaction to this - this is a disgusting stance from the CEO of a DDoS protection company trying to gatekeep an open internet.
zebomon•1h ago
I think providers of so-called "answer engines" will read the writing on the wall and find new ways to support content creators in order to keep their databases fresh, relevant, and centered on human perspectives. I also think that to see how the economics will play out, you only need to look at similarly centralized systems like Apple's App Store and Google's AdSense.

Because the providers will act as a single tunnel that all content passes through before reaching the end user, the tolls they collect will be large. So, I don't doubt that there will still be opportunities for content creators to earn money as answer engines siphon off more and more of the web's traffic, but expect those opportunities to be broadly low-paying, falling decidedly in the "side hustle" category.

AI providers will want to incentivize content creation. There will still be a glut of ready providers, and little reason for providers to make anything but small, nominal payments.

nickysielicki•1h ago
Killing the open internet is generally a good thing. Large companies and hostile nation states benefit from the open internet massively, while providing none of it back. The Chinese intranet is not accessible to EU/NA scrapers, but they can read all of our scientific journals. Facebook posts aren’t freely available for you to scrape, but llama is trained on obscure usenet posts and the entire comment history of reddit and hackernews. North Korea has their own linux distribution. Etc.

If the open internet is already dead (and it is already dead), it’s better to accept that reality and silo off the good parts behind paywalls so that people can get paid, rather than to let bad people benefit massively from it while they build their walled gardens. This has been a long time coming.

0xbadcafebee•1h ago
"Let's give money to the content creators" is exactly what big incumbents want. They want to farm you, the viewer, for big profits, and give the content creators a few pennies in return. Meanwhile they hoover up the lion's share of the profit. We've seen this over and over again. It's rent-seeking.

"Content creators" are part of the problem. Generating endless "content", which isn't very useful or valuable, and creates too much "content supply", which devalues it. This then creates a giant "soup" of content that viewers drown in, trying to find some content that isn't as identically useless as all the rest. But the big incumbents love it, because they use this content soup to collect money from - you guessed it - ad companies. (Those same companies they don't want to make ad-blockers against...)

So now that search is dead, they need to find a new way to drink from the ad-dollar faucet. At first it'll be "pay content creators from AI subscription money", but then AI will be offered "free with ads", and then later "paid with ads". And nobody's going to stop it, because everyone is "happy": the viewer gets their free crap (with ads), the content creators get a few pennies, the big companies rake in billions, and ad companies continue their "industrial welfare" by pouring their excess profits into this whole system as ad-dollars. The great commoditization of eyeballs continues.

Workaccount2•1h ago
People generally have the sense that the internet is a free for all, and compensating creators is optional (i.e. I don't have to load the ads on your website if I don't want to, your ads are malware, your ads are scams, it's my eyes, etc. etc.).

I'm not sure why there would be an expectation from most users that AI should compensate creators.

concinds•1h ago
This article is a catastrophe of fuzzy thinking and flawed unexamined premises.

Their "map of human knowledge" Swiss cheese model assumes all "content" is information. There are many other types of "content", which don't fit in this "Answer Engine" peg. Maybe it's the only content LLMs care about, but then this isn't a "new business model for the web", it's a "new business model for AI". They say the AI will tell content creators what gaps there are in "human knowledge" (?), and pay them to fill those gaps. But that's not how content works. (1) Most "content" is derivative, not new, yet can still be tremendously valuable. They're not addressing most monetization issues linked with AI. (2) You often don't know a "gap" exists until it's filled (people doubt you at the start, then once you succeed they copy you). (3) That is not how "creative, local, unique, original" content is created. It's created bottom-up, spontaneously, often with zero monetization. They cite Reddit; the reason we all started adding "site:reddit.com" is because of the non-monetized spontaneous comments. You can't replace that with a top-down monetized model that tells you what to create. At that point, why not have the AI create/generate it by itself, right? You can't cram "creative, local, unique, original" into an "Answer Engine" peg without losing everything that made it valuable, because Answer Engines will be met with Answer Engine Optimization.

fogzen•1h ago
Why would humans fill the gaps, and not AI? The current media platforms algorithmically curate content. I suspect the logical conclusion of that is to use AI to generate content on-demand, perfectly tailored to what the user is most likely to find engaging.
RS-232•58m ago
We need something like tracking cookies for model inputs and outputs.

Creators should be able to trace and quantify exactly what data of theirs was fed into the grift machine and be reimbursed directly by the grift machine custodian each time their data is used to generate new output.

A middleman who collects a giant chunk of creator royalties, for data that will be used perpetually by the grift machine... that sounds like a bad deal.

mg•57m ago

    ads have been the only micropayment
    system that has worked
Why are micropayments so hard?

I wonder how the web would look like if one could click "pay 1 cent to continue".

Maybe content would become better? Maybe it would make one think "Hmm... one moment, is this something I want to read or am I just doomscrolling?".

inerte•28m ago
It would like exactly how it is today. It's not hard to find someone not charging anything for the same piece of content, or not charging anything for another type of content that fills the same void.
raincole•15m ago
> Why are micropayments so hard?

Regulation.

mid-kid•56m ago
> Unless you believe that content creators should work for free, or that they are somehow not needed anymore — both of which are naive assumptions

Realistically, what was the benefit of the ad-driven model? From my point of view, most of the highly-valuable information came from the various forums, wikis and personal sites, on all of which people would publish the information for free. Ads were largely used to cover hosting costs of the large forums and wikis, but the content creators saw not a single dime.

Over the last 15 years, the search results have shifted from this, to instead become 100% news articles and SEO spam, all with a lot of fluff and very little substance, tons of ads, pop-ups, autoplay videos and subscription walls. All of this is well funded thanks to the business model, but for what? I can't imagine anyone sitting through all that crap to get to what they were looking for. There's a reason people would tell others to add "reddit" to the search query only a few years back, and even that's becoming less worthwhile.

Is this really what we want to preserve? Big publications and their interests?

velcrovan•49m ago
> Realistically, what was the benefit of the ad-driven model? ...Is this really what we want to preserve? Big publications and their interests?

They are proposing a scheme by which AI scrapers would have to pay for the content they scrape, which could replace the ad-driven model and be viable for more creators.

1gn15•48m ago
Given CloudFlare's direction, I won't be surprised if they start offering "anti adblock as a service" soon. Detecting it is still rather simple, and add in some punishments such as temporary IP blocking, and it would be rather effective.

(Note that everything CloudFlare talked about in this blog post also applies to adblock users, not just AI agents.)

The golden age of the Internet is not where people do it for money, or for views. That way lies clickbait and content farms. The golden age of the Internet is one where people share information because they want to.

Source: https://1gn15.com/cloudflare

raevn•46m ago
The only thing I see happening is agreements between the biggest players and the content brokers, squeezing out others who’d like to enter. At least just now anyone can theoretically scrape the web for useful info.

The bigger problem I see coming down the line, given the current business model for the internet, is what happens when investors need a return. When the LLM only provides one “correct” answer, the only way to make money from advertisers is to influence that answer. At least just now we are presented with information which we evaluate ourselves, though even this is subject to manipulation.

atrettel•44m ago
As a researcher, I like the notion that there could be some incentive or mechanism to create new and original content, investigate new things, or conduct research in general. I'll group all of those under the umbrella of new content. I don't think things will work out as ideally as described here, but I can appreciate the sentiment and hope that it works out positively.

That said, the mental model that this article uses only recognizes that new content can fill in "holes" (interpolation). It also can expand the boundaries in new directions (extrapolation). That is a different and harder problem. If you distribute money to people "based on what most fills in the holes in the cheese", you really aren't expanding the boundaries of human knowledge as much as you are strengthening existing knowledge. They need to take boundary expansion into account here.

I also recognize that we know where the holes or boundaries are in many fields. They are "known unknowns". But this proposal does not take into account "unknown unknowns" --- things that we do not even realize that we don't know yet. It's going to be harder to incentive research into unknown unknowns when we don't even know what they are yet.

n4bz0r•27m ago
> Had the Internet not had that reward system it wouldn't be nearly as vibrant as it is today.

> What's most interesting is what content companies are getting the best deals. It's not the ragebait headline writers. It's not the news organizations writing yet another take on what's going on in politics. It's not the spammy content farms full of drivel. Instead, it's Reddit and other quirky corners that best remind us of the Internet of old.

Removing all the vibrant parts is long due, apparently :')

GMoromisato•25m ago
I don't know if this is going to work, but at least they are skating to where the puck is going to be.

The new model will be something like:

1. A content creator creates a web site and uses Cloudflare.

2. AI companies pay Cloudflare to allow them to scrape content.

3. Cloudflare gives a cut to the content creator.

4. Users pay AI companies and get their questions answered.

A few observations/predictions:

* If this works, there will be competitors to Cloudflare (AWS, Microsoft, etc.) who will offer better terms to content creators. Content creators can then (easily) switch to whichever reverse-proxy has the best terms.

* Media companies will transform into Cloudflare competitors, aggregating content and monetizing by selling to AI. Their pitch will be that the content will be more curated than Cloudflare. Their brands might survive if the AIs pass the source of the content all the way to the user. For example, the AI says something like, "According to a BBC contributor....". Otherwise, media brands will no longer be known to consumers (only AI companies will care).

* If this works, AI companies will try to cut out the middle-man by building their own ecosystem of content creators.

* As more and more people get their answers directly from AI, it will be easier to sell content directly to AI companies. I.e., instead of publishing something on the open web and relying on Robots.txt to protect your content, you will sell content straight to the AI company. NOTE: If this happens, then the only way this will scale is if the AI itself decides which content it wants to buy for the next training run.

* At the limit, the web and everything about it basically disappears. Everyone gets their content directly from an AI and never visits a web site directly. Therefore, web sites disappear and all that's left is the HTTP protocol, which is used by AI clients to talk to the AI cloud.

visarga•23m ago
Say AI company A pays and gets access, trains a model-A. Now come AI company B, C, D.. and they train on synthetic data from model A. Do they need to license the original content anymore? (morally and practically)
asim•21m ago
I don't think they actually know what the future business model is. No one really knows. What people are presenting is iterative models. That's fine but the model will be quite different. Ok we'll need subscriptions and to pay creators but I believe if everything is crypto and stablecoin based it's all going to be pay per view or pay per query because you know a lot of people just want that specific content from a specific source because of reputation or because that's what they like. I'm not paying for 5 different agents for that bespoke experience just like I'm not paying for NYT, WSJ and multiple other publications because it is insanity to price up what should effectively be pay per article. So maybe on the backend creators get a royalty kick back just like the music industry but on the consumer side I definitely think beyond subscriptions with the advent of crypto wallets we're going towards micro transactions for everything.

Ok the the toxic nature of the internet and social media in general and what has become of our digital age, totally agree that it's rage and click bait. I wrote something to that effect here https://github.com/micro/mu/issues/27. But I personally don't think we're going to directly interact with agents the whole time. They will exist, they will be somewhere in the middle layers, there might even be a chat interface that replaces search queries with answers but I think the whole web as a whole and social media needs a rethink. Ads as a business model has to die, even though clearly it won't and we need to shift our attention elsewhere.