Cloudflare's 2026 Founders' Letter notes that the web experienced a period of plateaued or shrinking growth from 2012 through 2025. This trend reversed in mid-2025, with an explosion of new websites. This growth is attributed to new creators utilizing AI-powered tools, rather than solely "AI slop."
The letter states that AI has enabled individuals without traditional coding skills to develop new creations using "vibe coding" tools. Cloudflare's developer platform is identified as the preferred deployment target for the majority of these tools. Over 7 million developers are currently building on Cloudflare's platform.
Cloudflare's original forecast predicted automated internet traffic would exceed human traffic in the second half of 2027. However, the rise of AI agents and crawlers accelerated this timeline, with automated traffic surpassing human traffic in May 2026. Current trends suggest automated traffic could be 1,000 times human traffic within five years, driven by the explosion of agent activity.
AI agents are described as capable of performing extensive research, such as finding flights or contractors, by processing vast amounts of information rapidly. These agents handle the "legwork" for users, but this processing activity incurs costs.
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Cloudflare's 2026 Founders' Letter observes significant changes in the internet, noting a resurgence in web growth since mid-2025 driven by AI-powered creation tools. The letter also highlights that automated internet traffic surpassed human traffic in May 2026, earlier than predicted, due to the rise of AI agents and crawlers.