I'm a big fan of Cloudflare's openness, e.g., in supporting wasm in workers.
But I wonder if building lock-in is really in their customers' interests - or theirs, if people lose faith in them.
One of the value propositions for javascript+databases, and java before it, is that it was a programming model built in the open, and sometimes to standards that multiple vendors could supply. The openness of SQL has powered the industry, notwithstanding the manifold limitations and variants.
A PartyKit integration is not particularly concerning if it's just niche gaming, but if real-time collaboration really does become trivial to implement at the same time AI spreads into all corners of content, it could become the dominant programming model for emerging tech at scale. AI seems to have ample competition, but I see little competition and many barriers to entry for this kind of programming model.