Cloudflare's AI Psychosis

(opensauce.it)

86 points | by gregzeng95 2 hours ago ago

67 comments

  • alberth an hour ago

    What’s missed from the post is that Cloudflare for many years now has felt that they are a “Cloud 2.0” company.

    And AWS/GCP/etc are “Cloud 1.0”.

    They believe that AI Agent will fundamentally change the internet, and it’s hard to fault them for seeing it that way when their own stats shows that bot/agents account for the majority of Internet traffic.

    As such, going all in on AI fits into their thesis of being “Cloud 2.0”.

  • reisse an hour ago

    > There was a time Cloudflare just made the internet better

    There wasn't. Cloudflare is a cancer grown too big. And it was always positioned to become one, the middleman between users and the Internet.

    It is already painful to browse web sometimes using the non-"standard" tools (that is, not a Chrome with Google account signed in, not an EU/US residential IP). What if tomorrow Cloudflare checks will require attested and signed browser binaries?

    • gruez an hour ago

      >It is already painful to browse web sometimes using the non-"standard" tools (that is, not a Chrome with Google account signed in, not an EU/US residential IP). What if tomorrow Cloudflare checks will require attested and signed browser binaries?

      If it's painful, that's not because of cloudflare. You can get past turnstile challenges using tor browser in a VM. You still might be blocked because of policies set by site owners, but that can hardly be blamed on cloudflare.

    • jc_811 27 minutes ago

      Genuine good faith question, what would you recommend the solution or alternative to be? How could we be able to get the benefits Cloudflare provides, without the inherent drawbacks?

    • bulder an hour ago

      Being signed into Google doesn't really figure into Cloudflare's systems at all, haven't for years. They replaced ReCaptcha ages ago.

    • majke an hour ago

      >> made the internet better

      One of the measures of "making The Internet" could be looking at RFC contributions:

      https://www.rfc-editor.org/search/?q=cloudflare

  • aleda145 an hour ago

    Hard disagree. Sure their docs are bad, and it's sometimes buggy. But to me cloudflare is actually innovating and trying to offer "new" infrastructure. Durable objects and workers are super cool. R2 has free egress, isn't it insane that they could pull that off?

    If what you want is a VM to run postgres then there are other offerings that would be much better.

    Not saying they aren't evil though, they probably are, but the infra stuff is cool.

    • orliesaurus an hour ago

      I disagree with your disagreement. I wrote the post and I am not blaming the innovation. I am blaming the chaos of innovation. Everything feels DISJOINTED.

      The innovation is useful, the delivery of the innovation is the pitfall here.

  • tosh an hour ago

    I think like with most large companies that still ship new stuff:

    it gets a bit more complex for customers to figure out what the good nuggets are and what to ignore for now

    same @ google, aws and so on

    (I usually rely on opinions of people i trust to find the 'javascript — the good parts' version of large offerings)

    the other extreme would be not to try and ship new stuff which is also risky

    difficult to find a balance and probably a good idea to over-index on momentum and new stuff

    while investing enough in hardening and improving the stuff that sticks

    • tosh an hour ago

      I also noticed the ui/ux of cloudflare got way better in the last weeks.

      That's a good sign.

      Usually ui/ux in large companies gets worse not better!

  • hasyimibhar an hour ago

    > Examples? Ok -> Let us look at data storage.

    > They got D1 (SQLite serverless), Durable Objects with their own SQLite, KV, R2, Queues, and Hyperdrive to speed up external Postgres or MySQL.

    Maybe it's just me, but I don't see this as confusing:

    - D1 is SQLite on cloud, their go-to relational database

    - Durable object is the cousin of durable execution (via actor model instead of saga)

    - KV is for caching like Redis (sub-ms read latency)

    - R2 is S3, R2 SQL is Iceberg + Athena (for OLAP queries)

    - Queue is SQS

    - Hyperdrive is bridge to allow CF worker to use native Postgres/MySQL driver (since v8 isolate cannot maintain persistent connection)

    I've built some stuff on top of CF, and the data ecosystem is actually useful.

  • sarreph an hour ago

    I have to say: Yes, there is a lot of velocity from Cloudflare pushing out AI-adjacent features as of late.

    But also: What they've doing with Workers et al. has made them a platform for fully-fledged apps and deployments. I personally love the ecosystem and use it for all of my projects now. It's like the perfect blend of ease-of-use and DX of Heroku, and breadth of services of AWS / GCP. Well, maybe not quite AWS or GCP, but that's kind of the point -- they've created an opinionated system of "objects" that are all highly extensible to the point where in my opinion you can pretty much deploy anything you want on it.

    It took me a bit of time to learn the "Cloudflare way" of doing things, but once I started making on it I saw just how flexible (and low cost!) everything is.

  • tokioyoyo an hour ago

    It sounds like a blog post in support of a slowdown for product releases. But the reality is there are multiple companies trying to capture the attention of the same market.

    Maybe 2 years ago it would’ve been acceptable to release the product internally, slowly add features, dogfood it, then open to public a year later. But now someone else will release the same product within a month, get sticky customers, and most likely won’t switch.

    It’s much easier and faster to release features, so once anyone sees a competition gaining some attention, they just copy the same feature. Which, i think, is fair.

    It’s easy to blame the org, but the market is extremely competitive right now. Kind of race to the bottom, except the hardware parts, which have different constraints right now.

    • orliesaurus an hour ago

      Hi, I wrote the post, I think blaming the org for releasing things that aren't engineered/created with "love" (including docs, examples, long-term planning and a roadmap of improvement that will follow-on), and suitable for production, without labeling them as beta, is in fact detrimental to the status of a company's image.

      • tokioyoyo 7 minutes ago

        AWS/GCP/Azure are full of abandonware. I’m more familiar with the AWS-side of things, and most of them were/are built on top of existing core services. AWS’s/GCP’s image is fine. I’d say as long as CF’s core (CDN/DDoS mitigation/etc.) is stable, they should experiment.

        To put it this way, it took GH almost a year to release Stacked PRs to public. And it’s already being questioned if it’ll stand the test of time. Again, insanely competitive market, as everyone wants to sell shovels.

      • esseph 26 minutes ago

        So where do you stand on AWS that may release more than 25 new services a year?

  • nzeid an hour ago

    This is definitely as opinionated as an opinion piece can go. Worth mentioning I don't use CF anywhere or care about it... but my employer does.

    I can really only remember one catastrophic outage. It involved some part of CF that had no redundancy, and the incident was followed by a pretty whiny blog about a data center.

    That's pretty much it. There were other minor outages but I'm not aware that it affected business.

    Despite the disclaimer I think the author should explain precisely how "AI product mindset" or whatever is actually translating to bad outcomes.

    • gexla an hour ago

      Just skimmed the article, but the CF your employer used was probably around a lot longer than AI? There's parts of it that can bring everything down. Then there's parts of it that will bring down just what your team(s) put in a load of hard work to build on top of it.

      • nzeid an hour ago

        The blog implies that CF's core business is suffering because of added investment in what the author describes as AI. See their useEffect bug as an example.

        EDIT: To be clear, my employer still uses CF and I don't see any evidence that it's gotten worse.

  • decide1000 an hour ago

    Great read. Exact pinpointing of my feelings about CF lately.

  • vb-8448 an hour ago

    > Too many ways to do the same thing, none of them great

    They want to eat at the AI table, given that they are not producing models or GPUs and not building datacentres, they try with the product. But we are still in the early stage so it's not clear what will work and what not, so they have to try as much as possible.

  • orliesaurus an hour ago

    Hey everyone, author here, I am very frustrated with the state of Cloudflare and I posted this blog the other day on my blog and here on HN (but generated no discussion), thanks for re-posting it, I am gonna start reading the comments and start replying

  • jeresuikkila an hour ago

    I'm also curious about the question posted at the end: where did the infrastructure nerds go?

    • dgellow an hour ago

      Likely to the AI labs and hyperscalers? Given the insane growth and level of expenditure I assume it’s a fun place where to work (assuming you’re ok contributing actively to the AI industry)

  • piterrro an hour ago

    The problem is, beside their size, they have not moat to compete in AI space. Their data centers are spread across the world in other companys DCs (btw do they own any DC actually from top to bottom?).

    • dgellow an hour ago

      Side question: does anyone have a moat in the AI industry? AI vendors for sure do not. Hyperscalers don’t seem to have one. Datacenter companies are in an industry that is more difficult to enter but don’t have a moat per se. Same for manufacturers of HBM and other hardware. NVIDIA is maybe the only player with an actual moat thanks to CUDA & co

      • piterrro an hour ago

        Companies specialized in building DCs and AI labs specialized in niche models?

        • dgellow an hour ago

          Actually, not DC builders themselves, but companies that manufacture fairly specific parts used by DCs, like the massive gas turbines they’ve been using. I’m not familiar with that part of the industry but would assume that has to be a business with a pretty big moat

  • orf an hour ago

    > First of all tons of more outages than ever, remember that React useEffect fkup [0]? Complete insane that this would happen at an infra company that runs a third or so of the web.

    Bugs happen all the time. They roughly increase with scale, not decrease. There’s an argument to be made about better testing, but this specific bug seems like a perfect one to slip through: multiple services, hard to spot at code review, involves JS/frontend, invisible at low traffic (test/UT envs).

    So IMO it’s not completely insane. Is the implication that Cloudflare should have no bugs whatsoever?

    • minraws an hour ago

      Bugs happen all the time yes, outages don't.

      If outages are increasing with scale you get 1 or maybe 2 free passes.

      After that you either have in-ept Engineering or just in-ept leadership.

      I used to be all in on CF a while ago, now I am moving off them almost entirely.

      Same issue with GitHub, I can understand if you can't build for the scale when you couldn't predict it but if after over 12-18 months things don't seem to be improving what are you even doing?

      I honestly think all of these companies are deluded if they think people will stick around with all these weekly outage events.

      I have a homelab server I have had 2 outages in 1 year because my shitty ISP went down. Still at 99.9% uptime, I have done nothing special. I now have backup internet as well.

      Is it big? Nope but it doesn't need to be cf scale.

      And scale is the reason to use these services why would I use cloudflare if a homelab would have been enough?

      If they aren't designing and scaling their systems to handle this scale they might as well close shop, someone else might do it better.

      As a infra/dev person who does his own thing on the side, I might be the most impacted by these outages, so I might be coming off as harsh. But they cost me both time/money and headache in extra development work.

      Imagine prod deploys are down for 2 days why? Because GitHub actions keep failing...

      Oh serving new OTA updates broke? Why? dig into the code.. go oncall with users instead of doing work, realize it's a CF outage and the writes failed. (Feel the tears streaming down your face).

      If I have to waste dev time, with AI and me together we could self host it with higher reliability with significantly cheaper costs at this point even at fairly decent scale.

      I think any infra company that has more than 1 outage a year is already not worth investing in.

      But more than 3 and you might be better off self hosting, even in this ram apocalypse.

      If all people in SF are this unserious about reliability (which hasn't been my experience but HN seems especially open to break the prod if you have to)

      Then well software companies really do deserve to be replaced by AI.

      • orf an hour ago

        To put it bluntly: that is complete nonsense.

        AWS has had more than 1 outage a year - is it not worth investing in? Are they not serious?

        Outages are just a specific kind of bug, often surfaced by the interactions of several discrete bugs.

        Saying “you’re not serious if you have more than 1 bug a year” is silly.

  • yodon an hour ago

    Cloudflare's UI is basically the web equivalent of the git CLI.

    Powerful, but the densest collection of UI anti-patterns known to man.

    Their "designers" obviously walked up hill both ways in the snow to school every day while being eaten by a walrus and feel anyone who doesn't enjoy a suitably opaque navigation scheme isn't worth acknowledging.

  • sssilver an hour ago

    > There was a time Cloudflare just made the internet better

    This is the kind of naive thinking that enabled what's going on today. Sadly, the decentralized Internet is now destroyed and will never exist again.

    • orliesaurus an hour ago

      Yeah but you can't blame 1 company for destroying the whole thing

    • SpicyLemonZest an hour ago

      What decentralized solution ever existed for preventing DDoS attacks while allowing a spike of traffic when, say, your blog post gets a highly upvoted HN submission? I am not really convinced this is a problem that can be solved without centralization. It'd be like trying to decentralize airports or communications cables.

  • JSR_FDED an hour ago

    I know CF has a good reputation, but at the same time when I first approached their website I have to agree with the poster, it’s just incoherent.

  • daishi55 an hour ago

    I don’t understand the impulse to whine and complain about the aesthetics of a big company.

    > a little more cringey and clique

    Why on earth do I care if someone thinks Cloudflare is cringe? What is interesting about that? They are following the market like everyone else.

    > Too many ways to do the same thing, none of them great…They got D1 (SQLite serverless), Durable Objects with their own SQLite, KV, R2, Queues, and Hyperdrive to speed up external Postgres or MySQL.

    What does this have to do with AI psychosis? I thought that was the thesis of this article? As I said, it’s just directionless complaining.

    • gegtik an hour ago

      i read the article as caring about the values, principles, and goals of the human beings driving it.

      if you are looking exclusively at compiled bits and bytes and/or quarterly statements then I agree, human/societal judgment seems irrelevant.

      • daishi55 an hour ago

        What values and principles are supposed to be preventing cloudflare, the internet and technology company, from exploring hot new internet markets and technologies?

        • orliesaurus an hour ago

          the constant "fights" with Vercel instead of delivering shareholder value by refining the product

          • esseph 20 minutes ago

            I'm not even sure if I would know who Vercel is if I were at cloudflare. The scale between the two is staggeringly different.

    • ajkjk an hour ago

      Because it affects people personally? They are using the stuff that's being neglected, and they could be using the stuff that is being half-assed if it's better.

      And I don't believe it has to do with the market. I've worked at a company that was run by pms doing stupid shit. It was dressed up as what the business needed, but it was sheer incompetence. Better people in exactly the same situation would have produced better results by doing different stuff. It's just a culture, not market pressure.

      • daishi55 an hour ago

        Not directing this at you personally. But I've heard a lot of mediocre engineers whine and complain about PMs, MBAs, C-suite, etc. The best engineers I don't hear complaining much at all. Just a thought.

        And sorry but I don't agree that launching AI products in 2026 is not related to the market. I think that's the whole basis for the decision.

  • themgt an hour ago

    I view a lot of this as downstream from sort of the IaaS version of the "DRM problem" in cryptography.

    In the DRM problem you want to sell someone a Blu-Ray with a movie they can play, but also not allow them to copy the movie. So they get the data but can't have the data.

    In the IaaS problem you want to sell someone a piece of server(s) in a datacenter they can play with, but also not allow them to just directly use the hardware (because then they could have open standards and portability). So the product teams are required to work backwards from the necessity of wrapping compute in a thing you can sell as a product.

    This also explains nonsense like "durable objects", which may have some purpose but become the weekly podcast fad after getting hyped by cloud providers trying to find new ways to sell compute without selling compute.

  • thecatapps an hour ago

    I remember being so excited about Cloudflare's releases that I'd check their blog every couple of weeks for what new thing they were cooking up. This was before I actually had to use them to serve production clients.

    When it came time to launch (2023?), the initial setup was using DNS/Cache, Workers, Workers KV, R2, D1, Durable Objects, Access, and Queues.

    My first hint was that the Typescript library to access their API was simply just wrong. API requests through the library would fail, complaining about missing fields or invalid types, even though the types said my construction was correct, and I received dismissive replies when raising it in their Discord.

    Then there were the D1 issues with random requests failing.

    Then there were the Durable Objects issues with syncing clients in our collaborative editor.

    Then there were the KV and (by extension) Access outages.

    Eventually it made sense to switch it all over to AWS. Today, I trust Cloudflare for DNS, Cache, DDoS protection, and not much else.

    The "AI psychosis" that may or may not have infected Cloudflare and caused this reminds me of Github's, except Cloudflare has a much much bigger moat.

  • 0xbadcafebee an hour ago

    I don't know where this person got the idea that a company "run by engineers" would result in good products. Engineers don't always care about the end result. I've seen engineers completely compromise the utility and experience of the product to make their own job easier or more fun. If it "sounds logical", they assume it's good and don't ask more questions about how it will impact users.

    Would you hire a mechanical engineer to run a car company? The mechanical engineer cares if the transmission is highly efficient; they don't care if the seats are comfortable, or if the car can fit standard wheels/tires. Those are the things the car's user cares about. They expect the transmission to be efficient, but they equally expect it to be comfortable and compatible.

    "Infrastructure" isn't a raw mechanical component. It's a product with an entire "life" outside the technical. How it's controlled by a user, its responsiveness and intuitiveness, how they (and 3rd parties) interface with it, its operational and failure modes, its outputs and inputs... all of that's separate from the internal workings.

    It's the difference between a car having a door, and having a door that fits perfectly, opens with ease, and closes with no effort, gaps or seams. A ton of extra work is required to make that happen. Making the door is easy; making it fit well is much harder.

    Putting a nerd in charge will not fix the focus on the end result. You need to put people in charge who are obsessed with the customer's experience. Say what you will about Jeff Bezos and Steve Jobs, they at least got that right.

    • orliesaurus 34 minutes ago

      take astral, planetscale.... Pi even - so many good orgs where the product is the result of engineering passion

      • esseph 17 minutes ago

        Never heard of any of those. Pi the AI harness, sure.

        Not sure those are good examples if people can't relate to them.

        • orliesaurus 4 minutes ago

          ok those are probably my examples from my memory, feel free to replace those names with the ones you love the most.

  • gedy an hour ago

    A good point made in the post (that's not really specific to CF) is the problem with multiplying features. It's interesting that most of the extremely-hot-on-AI companies and leaders I know are hyped about 100x product dev, etc and want to throw tons of new assorted features out. This is not a good thing!

    I've been at companies with lots of staffing and velocity (pre-AI), and it is a huge foot-gun to think pumping out features is automatically a good thing. Most paying customers do not want this from SaaS type companies.

    Smaller companies especially should calm down and do one thing well, and unfortunately AI dev does not encourage that.

    • esseph 19 minutes ago

      > Smaller companies especially should calm down and do one thing well

      They're going to get absolutely steamrolled unless it is a high risk critical industry.

  • latchkey an hour ago

    on the bright side, this rant doesn't sound ai generated.

    • orliesaurus 43 minutes ago

      thank you, I actually only used it to find the specific sources that I linked at the bototm (through Google Search AI: i.e. "what was the URL of the postmortem for that useEffect bug")

    • dude250711 25 minutes ago

      An organic rant, for some locally-produced even.

  • NicoJuicy an hour ago

    For an article that claims to know Cloudflare, I don't think he does.

    Cloudflare build from the bottom up. First the SDN ( Software Defined Network), then the products on top. The first one was logical: CDN + DDOS.

    All the rest continued to build on top of the SDN - Workers, D1, ... But once they have the full stack ( which happened arround D1), it was time to let others build on top of Cloudflare.

    That's the current stage ( Cloud 2.0), that was always the goal. It's even in their ticker ( NET ).

    In practise, AI could be a godsend. A total new foundation for software where the Cloudflare stack is a perfect product fit( disposable compute, where others will protect their compute with long running compute contracts). I can't blame them to try to seize the opportunity.

    Tbh. I feels like the author hasn't actually adjusted to how Cloudflare is building it's cloud ( eg. how powerfull Durable Objects is).

    PS. A big outage is a long time ago... ( we use them, I remember the issues those days and the post mortem, a lot became more stable as far as I noticed).

  • jbrooks84 an hour ago

    Accurate

  • hypfer an hour ago

    Why would they do anything else?

    They own a huge chunk of the internet now - with many, many companies having deeply integrated CF into their own stuff.

    Switching costs are so high, from a business standpoint, investing in technical excellence would be wasted money. They're just a corp like everyone else. Gravity also applies to them.

    __

    Don't take this as "they're right to do so". Take this as "You should never have started integrating their products this deeply. This was inevitable and obvious."

    Using CF always was trading short-term wins for long-term losses. We're now entering said long-term.

  • spicyusername an hour ago

    The fact is that every major company is AI accelerating their development, and soon, it will just be every company.

    We're already past the point of getting our hackles raised when we suspect something is AI written. Everything is or soon will be AI written.

    So I don't think it's that useful to blame bad product design on AI.

    Bad product design is just bad product design. Bad writing is just bad writing. Bad graphic design is just bad graphic design.

    The industry needs to get over this hump of pretending we're not all going to adopt AI for every imaginable thing. The cat's out of the bag, for better or for worse.

    • decide1000 an hour ago

      It's not just the AI. The post mentions poor choices because of a product management mindset instead of engineers leading the PMs.

      • kylecazar an hour ago

        Only part of the article I disagree with a bit. I'm willing to bet most infrastructure PM's at CF are technical people with engineering backgrounds.

        I think what's more likely the culprit is the desperation to claim ground. They (and many others) want to rush out an answer to all of AI's new challenges out of fear of being beaten to the punch.

        It usually leads to a complex, almost incoherent product suite.

    • xpct an hour ago

      Well, let's not normalize bad product design. Worse, let's not normalize pushing out broken projects that never get maintained. It's noise and breaks trust. I'd say the maintenance part is especially bad now, I hold very little trust that people will maintain the projects they share.

      • orliesaurus 42 minutes ago

        I think that's 33% of my rant too! Pushing out features and forgetting about them 1 week later.

    • rfgplk an hour ago

      I've been fighting against the AI detractors for quite a while now but they refuse to see the light. The reason you're seeing AI everywhere is simply because LLM augmented workflows give you _obscene_ efficiency boosts. You need 500 pages of docs updated? Done. You need a thousand edge case tests written? Done. You need red team threat assessments plus adversarial attack writeups? Done. You need to semantically refactor X lines of code or hook up forty different API endpoints? Done. All practically done in an instant (well thirty or so minutes depending on the model). I've been following certain open source projects (won't name them due to brigading and for privacy reasons) that are 100% LLM generated. Meaning full self-healing infrastructure, automated tests, agents spawning off of agents... They're making _literally_ (and this is not hyperbole) 100 to 200k LoC changes _per week_ with a team of like one to two people. If you look at Bun, which at this point is essentially the poster child for a pure LLM developed project, and take a peep at their Github insights, you'll see this

      "Excluding merges, 49 authors have pushed 243 commits to main and 6320 commits to all branches. On main, 1551 files have changed and there have been 165,176 additions and 35,130 deletions". This kind of code velocity is _literally impossible to recreate by humans alone_. Straight impossible. Which is why over time every company that wants to stay remotely competitive will have to switch to it.

      • evil_buzzard an hour ago

        Code velocity doesn't matter if you're shipping garbage. Shit fired from a cannon is still shit, even it's kind of cool that you built a shit-cannon.

        The reason that "AI-detractors won't see the light" is that some people care about the quality of their work, AND ACTUALLY LIKE SOLVING PROBLEMS.

        just because something makes a lot of money doesn't mean it's worth doing; there's this particular brainworm infecting AI enthusiasts that currently profitable == valuable. Tiktok is a profitable company, that doesn't mean it provides a service that is inherently valuable to humanity.

      • vrganj an hour ago

        Who will read your 500 pages of AI docs? Or check your thousand edge case tests? Who will check the agent spawned off an agent? (That part reads like satire, honestly)

        The reason people are AI detractors isn't because they don't believe you can spit out massive amounts of slop. It's because they question the value of it and whether it was worth the immense cost to our planet, ecosystem and society.

    • GPerson an hour ago

      I believe protest and criticism are corrective processes, and we shouldn’t give up.