Is this a call for competition? I regard Cloudflare as state-of-the-art in terms of security and ease-of-use. I certainly hope their knowledge replicates across other organizations. As of now they're still building highly impactful tools that are easy to use and that noone else quite provides. I don't really expect another organization to match them given the strength of their current leadership. I think they've built in a head start for awhile.
That doesn't take away their embarrassment. It's mean how many websites rely on fastly. Twitter hasn't been loading emojis in a while, and I believe it's for the same reason.