This feels the most like Cloudflare branching out to something closer to a traditional hosting model and further from their networking efforts (though things like workers and R2 certainly have blurred that line).
It feels like more related to this: https://blog.cloudflare.com/how-cloudflare-runs-more-ai-mode...
And doing it their way than the traditional way.
Note: Their innovation seems to lie in smaller and fine-tuned ( broader catalog) models than larger ones. So Replicate seems a perfect match.
The traditional way: Rent a GPU and run inference on an container.
I'd love to work on Cloudflare's underlying email platform... from pretty early on, I've felt like the workers model could be great for handling relatively short lived tcp connections, not just web requests... in this way, all the other facilities CF offers such as R2 and D1 could be used with an email platform that could scale incredibly well. With this acquisition, it's another natural fit into such a platform for email spam filtering and classification.
Definitely exciting to see.