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Cloudflare could make the biggest impact by doing something similar to AWS DSQL. There are very few options in the multi-region replicated space, and it ties in nicely with their edge workers.
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D1 is their bet there but considering hyperdrive, a real Postgres would be cool.

I also wish they expanded jurisdiction more. I worked at companies that couldn't use Cloudflare because of specific location requirements in contracts

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D1 is a very different product. D1 is designed to be tenant sharded for any real workloads.

If they bought Neon that'd be a coup.

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PlanetScale might be more likely as Neon was bought by Databricks.
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Yeah. D1 is nice and easy but a serverless postgres offering would make a significant difference.
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Planetscale?
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