Ben Thompson has analyzed in his blog how Cloudflare applied the Disruptive Innovation model - https://stratechery.com/2021/cloudflares-disruption/ https://stra

Ben Thompson has analyzed in his blog how Cloudflare applied the Disruptive Innovation model - https://stratechery.com/2021/cloudflares-disruption/ https://stratechery.com/2021/cloudflares-disruption/. The CTO of Cloudflare sort of acknowledged that on HN back then - https://news.ycombinator.com/item?id=28708371 https://news.ycombinator.com/item?id=28708371 There must be new niches ("value networks" as per that blog) that Cloudflare finds not worthwhile to serve. Usually they're at the lower end or the "nonconsumption" case, as described in the above blog post. That's one way to chip away at a bit of their customer base. But it's best to just focus on customers and not imagine you're "competing with Cloudflare". Nothing to be gained by framing it that way.