Elon Musk stated that AI-driven internet traffic will vastly exceed human usage, endorsing Cloudflare's forecast that machine-generated traffic could make humans a rounding error. Cloudflare CFO Thomas Seifert noted the milestone of bot traffic surpassing human traffic arrived earlier than expected in 2026. Investor Michael Burry responded by questioning who will pay for AI agents to socialize, noting he has taken bearish positions in Nvidia and Palantir. The exchange comes as Amazon, Alphabet, Meta, Microsoft, and Oracle are projected to spend roughly $800 billion combined on capital expenditures this year, much of it on AI infrastructure.
