AWS is playing chess, Cloudflare is playing Go
I think the argument for Cloudflare successfully "disrupting" AWS is wrong.I'd imagine that Cloudflare's master plan isn't to render Big Cloud obsolete (in a Christiansen/MBA case study sense) . They want to become the edge compute equivalent of Big Cloud (AWS/MSFT/GCP).They've already invested in the physical prescence to do so (similar to the massive fixed cost that it takes to build hyperscale data centers around the world), in a manner that's most valuable to their customers (low latency compute, storage and egress).This isn't disruption: it's new market creation. It just won't be obvious that's the case for another 10-15 years...