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by lelanthran 33 days ago
> But getting this infrastructure right is crucial for a future where most of the code is AI generated.

That's not the problem. The revenue model they have is based on a certain amount of usage from the people who do not pay (you, for example), and a certain amount of usage from the people who do pay (enterprises).

If you 100x you usage, then they need 100x the infra, which means they need 100x the revenue.

At that sort of usage enterprises would rather self-host, and github would be left with only the free users, who are almost all like you now - hammering their servers but not paying for it.

If you self-host, for $5/m you can have your own VPS, but doesn't really solve the problem as much as you'd think - those are all vCPUs and shared, so you can't hammer them all the time either because then the provider has to increase their infra as well so fewer accounts share a single CPU.

Either way, if you want to generate code with AI at the speed that an agent can, you'll have to pay for it one way or another.

2 comments

Also, one thing the numbers they published show is that the bits that are growing 10x YoY (and which they expect to get “worse”) are all the things that you get “unlimited” mileage off (even if you're a paying customer): repos, commits, PRs.

Things that have “usage based billing” (like action monites) grow closer to 2x YoY.

When there's a dollar amount attached, people don't 10x, because it's not worth it. They splurge when it's cheap, and unlimited.

Well either Microsoft finds a way, or Anthropic will. I'm sure they'd love to host all these projects with all the source and context. Maybe they should buy GitLab, or Atlassian.
> Well either Microsoft finds a way, or Anthropic will.

Just what sort of nonsense is this? Neither of them are going to operate at a loss.

Why are you so convinced that they'd be happy to continue spending money on you and getting none in return?