[Budabellly]

> you could argue that all the big cloud providers could easily compete with Cloudflare and crowd out their proposition.

I would definitely argue the first point here, but not the point about crowding out. You said it yourself, there's totally room for a Cloudflare to win on UX/DX, and other areas like cost. This is the strategy the CEO mentions when he's quoting Christensen, and coming up from the bottom to compete with the big dogs. It's also why AWS will make more in a day than Cloudflare does in a year though, for now..