At least for pure computer speed, I think he means that if you (cloudflare) and AWS got into an arms race in terms of allocated CPU/Memory to the webworkers/lambda, they have more raw resources to do so. They also have a global presence, not necessarily to the degree that you do obviously.

I highly doubt they would do this, and I think you have the superior product. I'm just a student/hobbyist so I admittedly don't have a ton of experience. I'm very biased towards CF, you guys are great! :D