I wrote this comment [0] very recently and when I wrote it had in mind that Cloudflare might very well end up being a key player in a more centralized Internet that has developed far away from its original architecture.
Defense against threats is a pretty strong centralization incentive in different kinds of networks - social, biological.
I could imagine that a lot of people are investing based on similar scenarios in their minds.
> that has developed far away from its original architecture
This was always their architecture, if you watched closely.
My predication 5 years ago - https://news.ycombinator.com/item?id=26821438
> And cloudflare is self hosting it on more edge locations ( i think they could even join the big 3 soon)