If I was a serious Cloudflare customer I would be seriously concerned about the security of my infrastructure with them. Yes LLMs can code fast but this is an almost frenetic pace of releasing new products, all with fewer staff.

They've always been this fast. The trick is that they release beta products a lot. Kind of classic "lean" (does anyone remember that?)

My bigger concern would be their increasing grip on a lot of the market, and eventually becoming a monopoly (or part of the big tech "duopoly")

I trust that this is not the case. Check out both the authors. Micah's company was acquired by Cloudflare, and both of these guys actually bring good expertise around this area.

The question is less about "vibe coding" the product, and more about how their acquired teams function. For most products they have released so far, they are backed by a company they acqui-hired. They will usually rebrand the product and absorb the team.

You would not be surprised if this release was from a product for a startup company rather than a large enterprise company.

Cloudflare hired a bunch of folks for sure, but they also fired a lot of folks. What they are doing these days is building products by buying out entire companies, giving them nearly independent authority to build a product like they would build a company.

They are working on a set of primitives that make building this kind of software easier. With AI, runtimes matter more than ever and languages matter less.

I find this release relieving because it fills a hole that was really needed. Another hole would be a proper database and improvements to D1.

That's just perception. At the same time they were hiring 1 k. People and hired 2 k. People the year before ( interns).

There was just more news about it than with other companies ( I think they let go about 2 k. People a year ago).

( Not saying it's good, just a little perception balance)