Fastly had just reported its first profitable year. The CEO credited AI agent traffic running on its network. The stock had risen 233 percent year-to-date. Then Anthropic launched a product that hosts AI agents on its own infrastructure, and Fastly fell 18 percent in a single session. The same announcement took Cloudflare down 11 percent … Continue reading Anthropic’s Managed Agents Sent Fastly Down 18% and Triggered a CDN Sector Selloff