Comment by solardev

I usually work for small and medium sized organizations and Cloudflare is very often used for those. Although they started as a CDN and security product, their serverless stack is probably the best in the world (Workers, KV, Durable Objects, etc.) and R2 has some of the cheapest S3 storage for sharing files.

Their developer economics (ease of use) are amazing compared to the legacy clouds, especially AWS. What would take a dozen services and hours of config on AWS takes a few minutes on Cloudflare and probably one or two services. It's all highly abstracted and optimized for developers instead of managers. That's probably the same reason they're not as big at the large scale enterprises. AWS and Azure benefit from the kind of corporate billing and administration system that only large enterprises use and want.

They're basically the Vercel of the network infra space (or rather, Vercel is the Cloudflare of web hosting). Both take traditionally hard to manage networked microservices and package them into simple APIs that are highly abstracted, relatively cheap, and easy to scale. But they don't really make money from you until you're huge. So the small and medium customers are probably loss leaders for them, and by the time you get into enterprise territory, you're too locked in to switch.

They both typically have low startup costs and higher enterprise costs than the legacy clouds. But even then, some particular services like Workers and R2 are just awesome in their own right. IMHO Workers is the coolest thing to have happened to the web in the last like 20 years.