No, it doesn’t. Their competition is not similarly unstable, despite existing in the same world of LLMs. Think critically.
Their competition doesn't have nearly the same scale of traffic because they don't have nearly the same scale of users or network effects.
Think critically.
Devil’s advocate, Pareto heuristic would let us speculate that 80% of LLM traffic would be aimed directly at the largest provider, i.e. GitHub.