OpenAI And Anthropic Are Scaling Sales Teams Into A Market Where Nobody Has To Actually Sell [Yahoo! Finance]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Yahoo! Finance
Claude app from AI company Anthropic, Lafayette, California, May 22, 2025. (Photo by Smith Collection/Gado/Getty Images) Gado via Getty Images OpenAI scaled its enterprise sales team from 10 to 500 people in under two years . Anthropic is building fast behind it, targeting $20 billion to $26 billion in revenue for 2026 . Both companies are hiring aggressively into what might be the easiest enterprise sales environment in the history of software. That is not obviously good news. Ben Horowitz put it plainly in a recent conversation published by Sequoia Capital : "Right now with OpenAI and Anthropic, everybody wants to buy AI. They're already predisposed to buy." His point was not a compliment. It was a warning about what that environment produces in a sales organization. The Order-Taker Problem In May 2023, during a quarterly earnings call, Cloudflare CEO Matthew Prince acknowledged what many enterprise software leaders quietly know. His exact words: many on the sales team "su
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News
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- Schellman CEO Avani Desai Named to 2026 Class of Henry Crown Fellows by the Aspen Institute [TheStreet.com]TheStreet.com
- Schellman CEO Avani Desai Named to 2026 Class of Henry Crown Fellows by the Aspen Institute [Yahoo! Finance]Yahoo! Finance
- Vanguard's VXF Captured 194% Over 10 Years While Holding Stocks the S&P 500 Ignores [Yahoo! Finance]Yahoo! Finance
- Q4 Rundown: Cloudflare (NYSE:NET) Vs Other Content Delivery Stocks [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 4/2/26 - Form 4
- 4/1/26 - Form 144
- 3/30/26 - Form 4
- NET's page on the SEC website