Cloudflare and Stripe have just reached that stage where there isn't much to hype about. They're now dealing with problems that are gnarly, as opposed to "we just launched a storage service!" Not to diminish Supabase, Fly, etc. and their tremendous work, it's just a completely different lane of expectations.
To me its more than just release new features and improvements (though Cloudflare could do well improving the speed around this a bit, a nice cadence around services and a public-ish roadmap would be ideal IMO).
More importantly, I think Cloudflare, Supabase and Linear are innovating and really nice to use, generally speaking[0]
[0]: they all have edge cases and what not, and sometimes failures, don't get me wrong