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GitHub faces a fight for its survival at Microsoft
(www.theverge.com)
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Why would GitLab care!?
Because the network effect is the primary reason GitHub is the defacto forge. There some pretty large FOSS orgs on gitlab though, but it's inherently splintered without federation.
From an enterprise standpoint, there are a surprising amount of organizations so big they have several gitlabs running, but tons of friction again because of the splintered nature that takes up.
They did care, then AI became the time sink.