I hope so. But having worked in this area there's this X factor which is how accustomed people have become to Rolls-Royce CDNs. YouTube is absolutely a Rolls-Royce, as is Twitch and so on. Even Google Drive.

When you present users with a Toyota Corolla CDN they absolutely notice and it quickly goes downhill. And anything built on private infra is going to be somewhat Toyota, no matter how scaled. Even Bluesky uses Bunny, though the bulk of the rest of their infra is bare metal. Tricky one, I think coming at the business model can be done but still will need some reliance on the big CDNs.