>I also don't really get their current obsession with porting every piece of software on Earth to Workers recently...

Because their CDN/DNS is excellent software but it's not massive moat. Workers on other hand is.

It's like difference between running something on Kubernetes vs Lambdas. One you can somewhat pivot with between vendors vs other one requires massive rewrites to software that means most executives won't transition away from it due to high potential for failure.