It's not trivial to change your entire business.

Cloudflare is B2B focusing on enterprise sales and underlying cloud infrastructure. These app builder companies are basically B2C and lower end B2B.

It's trivial for those providing internet links to go up the stack and cloud data centers but they typically don't.

Staying in your lane is often a better choice.

Maybe expanding through acquisition is the best of both worlds. So replit might be bought.

Neither are trivial but I would wager cloudflare is the easiest to replace because it's the most mechanical and price sensitive.

It's like VPN service. Some other party comes along and offers it at 40% of the cost, you can do that.

Lovable is more nuanced. It takes more to move away, and there's just no reason to. The unit cost of Lovable buyeres is negligible aka less buyer sensitivity

Why would either of them do either of those? They seem to be different businesses.

Network effects make it harder for Cloudflare to build Replit than it might seem, too.