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that has developed far away from its original architecture

This was always their architecture, if you watched closely.

My predication 5 years ago - https://news.ycombinator.com/item?id=26821438

And cloudflare is self hosting it on more edge locations ( i think they could even join the big 3 soon)

Joining the big three requires capital investments orders of magnitude beyond where they are. Nevertheless I'd like to see someone do it, and if not Equinix then it could be them. But sadly the #4 right now appears to be Oracle.

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