This seems kind of a critical point in time. I consider Cloudflare to be one of the more serious engineering organizations based on the quality of the products. Assuming they are not lying, them cutting 20% workforce citing AI signals there is actual teeth to this AI optimism.

On the other hand "only" 20% for the foreseeable feature is good news? It means there is ceiling to productivity that AI offers.

Or perhaps I am giving Matthew Prince too much credit here, and this is just an opportunistic cost cutting measure.