With how good LLMs are getting at coding, running a DevTools company with both an open source and commercial component is getting harder and harder to do. It's easier every day to just vibe code the commercial part if you have the open source part.

The ones that are successful provide other services that are still hard to do, like hosting at scale, or running the open source at scale.

Basically, running something at scale is what DevTools companies need to do to survive. Hosting the open source and the data is one type of running at scale, or helping companies run the open source in their own infrastructure is another way to help them run at scale.