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by hashstring 21 days ago
Cool, but, the thing is… even though CF is genuinely very good at what they do, I do not think that they have real moat. Nor does any other CDN provider have it.

The top 5 CDNs in terms of popularity are all US-based companies. However, Bunny and other providers are growing and becoming real market competitors.

Switching from Microsoft, Amazon, or heavy Google-based infra to on-prem or other vendors is much more complicated than switching the CDN.

CDNs are a very replaceable component. Basically a DNS record update away, and a bit of config.