Why would any supplier want to do business with Cloudflare now? You have 1.8MW of datacenter space to lease, you have a few interested parties, how could you not view Cloudflare as a huge reputational risk? Why even do the business? Why not lease that space to someone else? Moreover, why renew the existing deals with Cloudflare?
Does Cloudflare have a plan to move 200+ racks in Oregon if that supplier decides just not to renew that deal whenever it comes up next? Are Cloudflare claiming they were able to build a technical plan which gets their architecture away from this site being a SPOF before the deal is up to renew, or is the CEO making a gamble here again?
Cloudflare have demonstrated their willingness to create reputational issues for suppliers by publicly shaming two of them recently, and here, in only about 2 days from incident. One interpretation of this blog would be Cloudflare are a very unreasonable customer and one who is willing to post incomplete or informal information from their suppliers. Cloudflare also chose to focus the first half of a lengthy postmortem on blaming the supplier and only then on their own culpability for the outage, despite it clearly being a shared responsibility.
One of the diagrams Cloudflare have posted is clearly marked "Proprietary and Confidential". Do Cloudflare have permission to post that? It's not clearly stated that they do. Should other suppliers expect when the sh*t hits the fan that any sensitive information they've shared will be part of a blog?
Most of the "Lessons and Remediation" section is stuff Cloudflare could have worked on at any point in advance of a major incident, and Cloudflare's senior management have quite clearly chosen not to prioritize that work until today, when forced to by this major incident.
When signing large deals, Cloudflare will frequently have to complete 'Supplier Disclosures', and they are also making claims through industry-standard certifications [1] like ISO, SOC and FedRAMP. Most of those will ask questions about the disaster recovery and business continuity plans and Cloudflare will have (repeatedly) attested they are adequate, something that this blog clearly demonstrates was a misrepresentation of their true capabilities.
Will there be an SEC disclosure coming out of this considering it could have material impacts on the business, which is publicly traded? Was there any requirement that the SEC disclosure come first, or be concurrent with a blog?
[1] https://www.cloudflare.com/trust-hub/compliance-resources/