I think they articulated the underlying issue well. Cloudflare is too attractive for individuals and small businesses. For instance, my personal website has a healthy amount of traffic, but means nothing at CDN scale. I considered moving to a EU CDN company, but they all have per GB/TB pricing. It would cost me nothing now, but what if my site comes under attack or someone starts hotlinking a large file? So, I stay with Cloudflare because with their free plan I don't have to worry about such contingincies.

I would even be happy to pay for it, but for individuals and small business the 'black swan' events that could bankrupt them will keep them from switching to a pay-as-you-go service.

I was explaining why I believe it's a super popular service. I have no affiliation or stock, just a regular user.

My PM buddies speak like this about any subject.