> I think centralized code hosting is pretty much going to get killed by AI. Just like it's doing to social media.

Private corporate codebases are a poor fit for GH because they don't benefit from public social graph effects. And the typical codebase isn't so large as to be technically challenging to deal with with OSS tools. I'd guess they make up a substantial share of revenue.

But once the reliability is called into question, self-hosted or smaller alternatives start to look good. Although there's some trickiness there if you want to be super cautious about making sure you can get to your code+infra in case of a vendor incident, especially if you're cloud based.