The root cause was a network failure at our CDN, Fastly. The incident was limited to a single Point of Presence (POP) in San Jose, so if you were in Europe or Asia you didn't see anything wrong, but obviously at this time of day most traffic is from the west coast.
While our uptime over the last few months has been pretty great, in the last week we've had two non-trivial incidents. That's unacceptable to our users, and to us, and we're not just sitting around hoping it doesn't happen again, but will be making fundamental architectural changes to eliminate the sources of failure we've seen.