Prince did not name specific direct competitors by name during the interview. He referenced the traditional hardware security market, including on-premises firewalls, as the category Cloudflare displaced with its flat-rate, cloud-delivered model. He also referenced Malwarebytes as an example of a company in an adjacent security space, noting that its client-software model and buyer profile differ significantly from Cloudflare's and that an acquisition of that type would not be a natural fit. All characterizations of Malwarebytes were Prince's own framing and are not confirmed figures or assessments from Malwarebytes.
Prince acknowledged that Cloudflare is a centralizing force on the internet and expressed awareness that decentralization trends, potentially including crypto-based technologies, could be disruptive to Cloudflare and other large internet platforms including Facebook and Google. He cited Jim Barksdale's bundling and unbundling framework as the lens through which he monitors competitive dynamics.