Cloudflare Wants to Own the Agentic Web
We are rapidly moving from a web built for humans to a web increasingly built for AI agents.
That shift is simple, structural, and difficult to avoid. It will change not only how the web works, but also how we think about the companies built on top of it, especially software and SaaS businesses.
Two transformations are happening at the same time.
First, the human web is becoming the agentic web.
Second, software is increasingly being used by agents rather than directly by humans (from SaaS to AGaaS).
Combine the two, and you get one of the most important technology shifts of the last fifty years: both the web and the software layer are changing their primary user at the same time.



