← @hhhypergrowth

$NET

BULLISH2025-11-17
Price around the call
2025-11-17
By horizon✗ miss-3.9%
1d
-0.6%
5d
-1.8%
21d
-3.9%
Original post
muji @ hhhypergrowth · 2025-11-17

Cloudflare $NET acquiring Replicate, a win-win for both. Cloudflare just upleveled the inference capabilities of Workers, expanded their available OSS models (plus closed models GPT5 & Claude Sonnet), and will soon add Replicate's fine-tuning & custom models via containers. Replicate stays as its own standalone platform, but will now be backed by Workers/AI (Cloudflare's GPUs). Look for them to add way more agentic & tool orchestration capabilities from here.

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