I feel pretty uncomfortable by this being a Cloudflare product. Cloudflare is the one that I'm expecting to keep bots out of my site with their AI bot blocking feature. Feels like I'm letting the fox guard my henhouse.
You are missing the section on “x402, UCP, and ACP”: monetization. If the end goal is to get a cut of your paid agent traffic, they have a strong incentive to block free access from automated sources.
Cloudflare is positioning itself to be "the" proxy for agentic web scraping in the future. https://xcancel.com/CloudflareDev/status/2031488099725754821
Cloudflare has always operated this way. For example, they give DDoS protection to DDoS for hire services. This increases the supply of these services because it means they can't shut down their competitors by DDoSing each other, which in turn encourages more regular people to use Cloudflare so they won't get their sites DDoSed.