> As a business they absolutely are not going to stay in the CDN lane as a primary.
Yeah, and all the big five Cloud vendors: AWS, Azure, GCP, IBM, Oracle all have their own CDN solutions bundled. Hard to make a case to purchase separate CDN solutions.
I'm not sure about all the providers but Amazon's CloudFront CDN product has additional costs, so it's "bundled" but not in the sense that it's free, only that it's integrated.
And one of Cloudflare's selling points imo is the multi-cloud customers. Use AWS all the way but Cloudflare as your CDN and you could swtich to GCP seamlessly. Or route traffic based on pricing etc. I think you're right they will/have absolutely branch out from CDN but I think their CDN product is actually compelling especially to bigger companies that are more afraid of Amazon that they are of Cloudflare.
(Other interesting point - it's worth noting that IBM's CDN is essentially white labeled Cloudflare).
Yeah, and all the big five Cloud vendors: AWS, Azure, GCP, IBM, Oracle all have their own CDN solutions bundled. Hard to make a case to purchase separate CDN solutions.