I understand that Cloudflare aspires to be primarily a compute platform. I think it’s a cool goal, and you have the technical chops to build it. But isn’t it fair to say today that Cloudflare is primarily a networking platform? We customers use you, overwhelmingly, to make our sites load faster, and pay less in the process. Not far behind comes anti-ddos protection - also a networking-centric feature. Everything else is aspirational.

I am aware of where you want to go - and the workers feature you’re working on, for example, is extremely cool. But realize that there is a huge gap between where you want to be as a business and a brand, and where you actually are.

IPFS may not compete with what you want to be - but it does compete with what you are. That’s because IPFS is not a storage platform, it’s a content distribution platform. And Cloudflare is in the content distribution business.

IPFS is not a storage platform - or if so, it's a temporary, short-term storage platform whose purpose it is to cache and deliver content - especially highly-requested content - to users. It can't be a long-term storage platform because there's no way to ensure that other people will store your content long-term!