Earlier quoted context omitted.
Is the most relevant metric bandwidth, page views, or websites? They may not have the bandwidth as you point out, but they have a pretty big chunk of websites. (Obv not 100%) (That said, AWS has a lot more than “just” the TLS connection on a large fraction of the web, including all of my web properties, so yeah, who are you going to trust and for how long?)
Bandwidth is useful because it most directly corresponds to deployed physical hardware. If other providers have made that capital investment, taking customers away from Cloudflare is a matter of gradually rolling out features to meet their needs. Not trying to trivialize the effort, but it seems doable.
We specifically aren’t interested in pure bit delivery. It’s a commodity business that will have its margins squeezed to zero over time. We provide CDN services because caching is a useful tool in computer science when you want to deliver performance for other applications. If you measured our revenue per bit delivered, it would be far more attractive than any of the traditional CDN providers because we aren’t primarily selling bit delivery where they primarily are.