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ako 2 hours ago

Why is centralized code hosting getting killed? I'm running an opensource project, >99% of the code is AI generated, could not do this without GitHub. Ai generated source code needs a place where AIs and people can collaborate. I'm expecting GitHub to be hugely successful, but mostly for an AI audience.

chowells 2 hours ago | parent [-]

Because it's centralized. Your project pays the price for every unrelated project that's getting overloaded.

ako 2 hours ago | parent [-]

I'm sure the underlying infra is not a single server, so this is mostly a period where they have to adapt to higher loads due to AI becoming actually useable in the last 8 months. It's basically proof how well AI works these days. Give it a few months so they can scale and it'll get better. Remember Twitter fail whale? Growth pains that can and will be solved.

georgemcbay an hour ago | parent [-]

> It's basically proof how well AI works these days. Give it a few months so they can scale and it'll get better. Remember Twitter fail whale? Growth pains that can and will be solved.

GitHub's problems can technically be solved, but that doesn't mean they can be solved in a way where the economics still work out.

If AI use is 10x-ing the amount of infrastructure costs for GitHub but not 10x-ing the amount of money Microsoft brings in from GitHub then there is certainly no guarantee they will bother to solve these issues adequately.

And I'd be shocked if the revenue side of things isn't lagging way behind the extra usage post-AI-era, both because a lot of the new use is probably on the GitHub free tier, and because even on the paid tier most usage (other than CI/Actions, AFAIK) are on a fixed subscription cost per user regardless of how much you are slamming their servers and it is unclear how much they can raise that price without current enterprise users fleeing.

Twitter had a clearer goal that aligned with the financials... support more people stably, show more ads. Things are less clear with GitHub's business model where the free tier is a loss leader for the paid tier but the expansion in usage is likely to balloon the free tier usage at a far faster rate than the paid tier usage.

Also (and this part is admittedly far more speculative) if AI labs are to be believed this is still early days for AI usage and we'll still see massive usage growth over the next few years. If GitHub is already having existential trouble at the beginning of the curve, what hope do they have to scale up with their current business model if AI usage actually does ramp up exponentially?

ako 29 minutes ago | parent [-]

Yah, the monitization bit is challanging. I'll ask my agent to click some of the ads GitHub serves it ;-)

But getting this infrastructure right is crucial for a future where most of the code is AI generated. GitHub puts microsoft in a good position to experiment and learn how to optimize GitHub (enterprise) for the future.

Nate b Jones on youtube, https://youtu.be/FDkvRl1RlT0?si=AEYlUchm_oalMSzf, argues that Atlassian might be an interesting acquisition for Anthropic, as it provide most of the context AI at enterprises need. When executed well, GitHub enterprise, can offer microsoft the same value: the context AI needs in the future.