Gergely Orosz · 2 min read · AI & Product
The Pulse: AI load breaks GitHub – why not other vendors?
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AI-driven load on development platforms has pushed GitHub's reliability to troubling lows, with third-party trackers noting reliability slipping from 90% to around 86% and outages continuing. The Pulse also surveys industry tensions around AI vendors—Anthropic's trust and pricing shifts, Copilot price hikes, and a broader shift toward an open-source 'building blocks' economy that complicates monetizing software components.
Key Takeaways
- AI load testing exposes platform risk: GitHub's reliability can dip dramatically under AI-driven demand, threatening professional workflows.
- Open-source leaders are reevaluating GitHub's suitability for professional work due to reliability concerns.
- Anthropic's policy changes and price increases have eroded trust, signaling a potential shift toward higher revenue extraction by some AI vendors.
- Coding AI market dynamics show Copilot price hikes, Codex growth, and Google's push to improve coding models, indicating increasing vendor competition.
- The 'building-block economy' of open-source components remains hard to monetize, shaping how vendors approach product strategy and monetization.
Excerpt
The Pulse is a series covering events, insights, and trends within Big Tech and startups. Notice an interesting event or trend? Hit reply and share it with me. Today, we cover: Load from AI breaks GitHub – but why not other vendors? GitHub’s reliability is less than one nine, and getting worse. Prolific open source contributor, Mitchell Hashimoto, is quitting GitHub because he thinks it’s not suited for professional work. GitHub’s leadership blames the 3.5x increase in service load as the cause of degradation – or it might be self-inflicted. Anthropic’s speedrun to destroy trust. Anthropic could do no wrong…