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.
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.
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?
If that is the future, then source code hosting will be the least of our worries. The entire industry will collapse because the software will stop working.
But getting this infrastructure right is crucial for a future where most of the code is AI generated. GitHub puts microsoft in a good position to experiment and learn how to optimize GitHub (enterprise) for the future.
Nate b Jones on youtube, https://youtu.be/FDkvRl1RlT0?si=AEYlUchm_oalMSzf, argues that Atlassian might be an interesting acquisition for Anthropic, as it provide most of the context AI at enterprises need. When executed well, GitHub enterprise, can offer microsoft the same value: the context AI needs in the future.