Cloudflare also depends on investor money, they haven't made a profit ever and continue to just throw stuff at the wall to grow.
At some point in time they'll have to start thinking about profitability.
At some point in time they'll have to start thinking about profitability.
Assuming Cloudflare is a similar case to Amazon: ie they could turn profitable at any time but choose to reinvest those profits immediately into more business, that is a very good spot to be in.