🐦 推特ChubbyCodex · 实盘不做把握 3/10
北京时间·🕒 发布 00:00:00时区推断·⟳ 抓取 00:00:42·⚡ 决策 07-30 00:01:21 +39s·89.6 天前
Cloudflare 高管访谈讨论 AI 爬虫付费与内容创作者分成机制
该信号是播客访谈预告，核心内容为开放网络、AI 爬虫付费和内容授权经济的讨论，没有披露 Cloudflare（NET.US）的新订单、收入分成、客户采购承诺或可量化商业增量。
📄 原文Chubby@kimmonismus↗ 原文
Can Cloudflare Make AI Companies Pay Creators? With Stephanie Cohen (Cloudflare) I sat down with Cloudflare’s Chief Str…
不做 Cloudflare（NET.US）
播客访谈/品牌传播性质强，未披露订单金额、收入贡献、客户承诺或监管边界变化；对 Cloudflare（NET.US）短线重定价边界不足，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 low · price-in 风险 medium ↗
关键理由
- 该信号是播客访谈预告，核心内容为开放网络、AI 爬虫付费和内容授权经济的讨论，没有披露 Cloudflare（NET.US）的新订单、收入分成、客户采购承诺或可量化商业增量。
主要风险
- 若后续 Cloudflare 正式披露 Pay Per Use 的商业定价、客户名单或收入贡献，需要由新信号重新评估。
原文全文
展开原文 · 846 字
Can Cloudflare Make AI Companies Pay Creators? With Stephanie Cohen (Cloudflare)
I sat down with Cloudflare’s Chief Strategy Officer, Stephanie Cohen, to discuss one of the most important questions facing the open web:
How can creators and publishers get paid when AI companies use their content without sending traffic back?
We talked about Cloudflare’s shift from Pay Per Crawl to Pay Per Use, new controls for AI bots, the tension between Google Search and AI answers, and whether independent creators can actually benefit from a new licensing economy for the web.
We also discussed the bigger question: If AI answers continue replacing clicks, what does a sustainable open web look like?
A timely conversation about AI, publishing, and who gets to capture the value of online content.
Have fun watching! YouTube link down below as well.
I sat down with Cloudflare’s Chief Strategy Officer, Stephanie Cohen, to discuss one of the most important questions facing the open web:
How can creators and publishers get paid when AI companies use their content without sending traffic back?
We talked about Cloudflare’s shift from Pay Per Crawl to Pay Per Use, new controls for AI bots, the tension between Google Search and AI answers, and whether independent creators can actually benefit from a new licensing economy for the web.
We also discussed the bigger question: If AI answers continue replacing clicks, what does a sustainable open web look like?
A timely conversation about AI, publishing, and who gets to capture the value of online content.
Have fun watching! YouTube link down below as well.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。