alt Hacker News> They should have access to as much Azure compute as necessary.
"Should" doesn't imply "does". GitHub is competing with all of the other Microsoft products that need Azure compute, in addition to Microsoft customers. If a customer is willing to buy the compute at a higher margin than the internal chargeback rate, it's definitely not a given that GitHub is getting that compute over the customer. It's hunger games for compute everywhere right now.
Sure, that is possible, but there's still no evidence that compute scarcity is the issue here. It seems a stretch to assume it must be the pricing model when there are a multitude of challenges presented by this kind of ramp.