Weekly Update July 15-19

NET/ALAR hedge, TMDX tracking, 2 Top Watchlist Companies

Let’s get right into it!

Cloudflare/Alarum

Cloudflare recently announced its released a anti-scraping technology specifically targeted at large language models crawlers like OpenAI uses. Some Alarum investors were very nervous about this but I think it reveals the need for proxy networks. It will be something of an arms race between Cloudflare and the pro…