Akash Bajwa, Principal @ Earlybird
Infrastructure and security software vendors are experiencing explosive growth in AI agent traffic—50%+ of Cloudflare's Q2 network traffic is non-human, token consumption is surging 30x in 60 days, and agentic workloads are driving new monetization opportunities across observability, identity, and threat detection.
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Topics: AI (Horizontal) · AI Infrastructure · Enterprise Software
Published by Akash Bajwa · their site ↗
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