---
id: "entity-cloudflare-d2"
type: "entity"
entityType: "organization"
canonicalName: "Cloudflare"
source_timestamps: ["§ Corporate Math"]
tags: ["saas", "public-markets", "infrastructure"]
related: ["concept-saaspocalypse", "entity-samsara"]
sources: ["futures"]
sourceVaultSlug: "hbr-seg-futures"
originDay: 2
articleStem: "hbr-foci-72-future-ai-fog"
sourceUrl: "https://hbr.org/2026/04/the-future-is-shrouded-in-an-ai-fog"
sourceTitle: "The Future Is Shrouded in an AI Fog"
---
# Cloudflare

**Role in the source:** Cited alongside [[entity-samsara|Samsara]] as a SaaS/infrastructure company with **massive valuation multiples** that may be threatened by the [[concept-ai-fog|AI fog]] disrupting enterprise software stacks (see [[concept-saaspocalypse]]).

**Enrichment note:** Public security, performance, and edge-computing provider. A notable counter-perspective holds that infrastructure providers like Cloudflare are positioned to **benefit** from AI traffic and workloads rather than be commoditized — evidence for the 'value redistribution, not apocalypse' reading of [[concept-saaspocalypse]].