Overnight on Friday, a new wave of "agentic AI" is reshaping industries, with Cloudflare leading a major pivot that includes widespread job cuts, while Google and Meta are racing to deploy always-on personal AI agents.

Both Seeking Alpha and Benzinga report Cloudflare is cutting over 1,100 jobs, 20% of its workforce, despite strong revenue growth. This isn't cost-cutting; it's a strategic shift to an "agentic AI-first" operating model. Cloudflare sees autonomous AI as its "biggest tailwind," st