> 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.

I'd guess most of the costs incurred to GitHub outside of Actions as part of the enterprise flat-rate tier are a fraction of what enterprises are paying for AI in order to incur those costs in the first place.

If a company has to pay $5 extra to GitHub for every $100 of extra AI spend due to that AI use creating disproportionate load, I've got a hard time imaging that GitHub will be the thing that gets fled from.

As far as the free tier goes, it seems like there should be a path to making prohibitively-cost-incurring usage models high-friction. (e.g. limit the free Actions minutes that you get to a certain number per month.) As long as the limits are roughly proportional to the actual costs incurred, there's not too much risk of people fleeing to a competing service, because the only way a competing service would be able to undercut the costs is by taking steep losses themselves, which isn't much of a business model in order to attract people's code repositories.