Earlier quoted context omitted.
People forget AWS is 20 years old. When I routinely remind people of that fact they often remark (incredulously) with "WHAT? Really?" When I think about it the entire paradigm of "regions" itself seems completely antiquated in the grand scheme of things. AWS has made a few moves on this but in the end you're largely still tied to this fundamental regional concept in terms of control planes, etc and you incur the ridi…
The realities of regions don’t go away. It’s a primitive to save you money. If a new entrant doesn’t have it they are either just operating in one region or you’re paying cross-region prices for everything.
The actual difference, at least how Cloudflare pushes it, is in the software; its a higher layer of abstraction; that customers get to stop thinking about regions and locations. Your software is global; its deployed everywhere; it runs everywhere.
This is ENTIRELY antithetical to everything on AWS except CloudFront, Route53, IAM(ish), maybe a couple other minor services. Every Single Thing Every Single AWS Customer configures beyond those global services forces you into a region. Want to deploy a lambda function? Which region would you like? Pricing and available products is different in every region. Fronting it with an API? Where would you like that API Gateway? We'll put CloudFront in front of it so its a bit faster for ya, its global(ish), don't worry.
In a no-true-scottsman true-edge world, this goes out the window. Cloudflare Workers is like this; D1 is kinda-ish-there-ish; R2 isn't. Here's the code; spider it across the world; automatically route clients to your closest PoP. No regions. No locations.
Its not obvious that AWS will ever make meaningful moves to a world like this, for a ton of reasons, but most meaningfully: it requires customer demand; but AWS's existing customers aren't demanding it, because AWS's customers are old CTOs worried about past quarters too much to think about the next one. The younger, smarter, potential customers who recognize how valuable this is aren't AWS's customers; so AWS never hears from them (which, by the way, should more generally concern Amazon's investors; their "relentless customer driven" approach to their products is great for a few decades, but its absolutely true that most of the time customers just want a faster horse, and you're not hearing from the people who aren't your customers because you've never solved their problems before). So, Amazon has dumped billions upon billions into their couple-dozen giga-regions; you cannot pivot that into hundreds upon hundreds of mini-regions like what Cloudflare (and to a lesser but still awesome degree Fly) has.
Vercel is the best case study on this. They are exploding in popularity. They don't run any of their own infra afaik, to be clear, but they whitelabel products from Cloudflare, Neon, and others; all Edge infra providers. No one on Vercel is cross-shopping AWS, and AWS has nothing that feels competitive to what Vercel offers. They can't compete.
The outcome, in maybe 10-20 years, of this landscape feels really obvious right now, but AWS's size and the insane scale of their investment into "how we did things in 2010" will turn them into the next IBM. Some would say they already are. There's nothing they can do about it. They're not making the right investments. Even if they wanted to, they can't at the necessary scale, because what they're doing is working right now and their existing customers keep forcing them to spend more money building more structures, more racks, more blades, all in Ashburn VA.