Cloudinary is an end-to-end solution for managing images and videos, for developers. The CDN and optimization parts are tightly coupled with the digital asset management: e.g. if you change an image, the system knows to invalidate the relevance cached images, and is CDN-agnostic. So no, CDNs are not competition, but rather good partners to Cloudinary.
Regarding the DAM: CMS and Ecom systems are indeed getting better, but media assets you upload to them become siloed in the CMS. Cloudinary acts as a headless DAM that you can embed in any CMS and use as a single source of truth, relieving a lot of the pains of handling media files and their versions.
I would add a image/video hosting & management category - there are some well established players in the market that have nice free tiers (full disclosure: I work at one). Makes life simpler than working with Storage & CDNs.
TLS is still slow, for users on 3G phones, remote areas, and 3rd world countries.
But who cares about them? They're poor! They can cope with a slow web.
with kernel tuning, S3 performance improves (and will probably improve on GC/Azure as well). Also, author uses Ubuntu 14.4 (see https://twitter.com/Zbjorn/status/684492084422688768), which doesn't use AWS "Enhanced networking" by default. Would be interesting to see results for tuned systems.