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I'm talking specifically about R2 and other offerings where they're competing more directly with AWS.

Their other stuff is where you want to be in business. Market leading technology that you can charge a premium for.

Fair enough. Though I think these cloud products need to be viewed in the context of their other services. The value you from of using these cloud products isn't necessarily their direct feature set. It is that the network activity stays within Cloudflare and when combined with their other products, can't really be done easily with other services.

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