I'm curious what the moat of fly.io is. Wouldn't Cloudflare use the same Firecracker VMs to replicate the same experience here if it becomes successful?
They're referring to the Cloudflare product suite which has massively grown from CDN to registrar to application security to corporate networking and more. I agree that it can be hard to see and use all the different product lines given how fractured everything is.
Cloudflare is too busy trying to build a unified stack for boiling the entire ocean.