Not too surprising considering how big a lead Github had in the generative coding space and how it managed to give it all up to a half dozen different companies over the last few years. An executive shakeup was long overdue.
Heres the thing: it was a dev company with a side-AI business, but now Microsoft has signaled it wants an AI-GitHub with a dev-side business. The features that will be prioritized will be AI not Git improvement
GitHub has (only) $2bn direct revenues (2024; subscriptions + presumably per-usage billing of features like GitHub Actions) but also generates revenue via Copilot, Marketplace (selling tools and integrations).
What are Microsoft CoreAI's revenues? surely >> GH's direct revenues. Hence, GH is likely to become a platform for pushing all sorts of AI revenue streams on its users. I wonder how Microsoft sees that, by segment.