| ▲ | Normal_gaussian a day ago | |
Very many more people use Windows to GitHub. GitHub also runs a free tier with significant usage. There are ~1.4b paid instances of Windows 10/11 desktop; and ~150m Monthly active accounts on GitHub, of which only a fraction are paid users. Windows is generating something in the region of $30b/yr for MS, and GitHub is around $2b/yr. MS have called out that Copilot is responsible for 40% of revenue growth in GitHub. Windows isn't what developers buy, but it is what end users buy. There are a lot more end users than developers. Developers are also famously stingy. However, in both products the margin is in the new tech. | ||
| ▲ | tonyhart7 a day ago | parent [-] | |
github value maybe as not apparent as other product but github is pair well with MS other core product like Azure and VS/VSC department MS has a good chance to have vertical integration on how software get written from scratch to production, if they can somehow bundle everything to all in one membership like Google one subs, I think they have a good chance | ||