Why Cloudflare wants AI companies to pay for content

In this episode of Equity, Kirsten Korosec and Max Zeff discuss the ICEBlock app and the Streisand effect, followed by an analysis of Figma's S1 filing and potential IPO, highlighting its revenue and profitability. They then delve into Grammarly's acquisition of Superhuman, examining the company's shift towards becoming a broader AI productivity platform and the potential risks involved. The hosts also touch on Travis Kalanick's potential acquisition of Pony AI's U.S. arm and Uber's possible involvement. Later, they explore Redwood Materials' new energy storage business using old EV batteries, its partnership with Crusoe, and its potential competition with Tesla's energy storage solutions. Finally, they discuss Cloudflare's new marketplace, Pay per Crawl, which allows websites to charge AI bots for scraping content, and the challenges of getting publishers and AI companies on board with this new model.