[nightpool]

If Amazon has to remove egress fees to compete, wouldn't that be a pretty significant disruption to the industry as well? The author's argument isn't that Cloudflare is going to take S3 out of business, it's that removing egress fees makes a whole new class of applications viable. I don't see how the S3 removing egress fees as well would change that argument—it would still be Cloudflare that pushed the storage industry to this new place. In fact, S3 having to remove egress fees to compete would be probably be greater evidence for Cloudflare's disruptive effect :P