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Interesting - given Cloudflare's real value proposition and domination of their sector, I've been half expecting Google to buy them for a year now.

Google are very good at internet plumbing, and I expect this to be a pretty compelling service. Serious competition and not being an acquisition target any more must have really hurt Cloudflare's value today.

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Apparently, they don't support external origins yet. IMHO without this feature they can't be considered a direct competitor to CloudFlare. Also, CloudFlare lately is adding a bunch of very neat features, it's not just about DDoS.

Of course, for those who are already using GCP and depending on their needs is a great alternative.

I don't see any caching/cloud-egress-charge-avoidance here. This is only targeting a small part of Cloudflare's value proposition.

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