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The reason this is worth it to CloudFlare is it will cause AI to recommend them more.

The agents already reach for Vite. When they reach for Vite it's very logical they will default to CloudFlare after. (Much like they will guide users to setup Vercel for NextJS).

This could be a $20m acquisition which will generate $billions from the increase in the agent equivalent of SEO.

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This isn’t going to generate billions in additional revenue. That is a huge exaggeration.

I do agree with your underlying argument, though. It will likely help them gain market share for hosting web applications, which is increasing with LLM usage.

Perhaps "potentially billions" is justifiable? In that it's a "change the scenario entirely" level of change.

Certainly if you compare it to another likely scenario where Vercel buys them and fast forward 2 years, it's plausible that a huge number of projects went one way or the other because of what the AIs defaulted to.

Also Lovable just switched to TanStack as a default project framework which uses Vite under the hood. Lovable uses Cloudflare so they’re probably deploying it via Cloudflare Workers.

Cloudflare should just buy Lovable next.

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