What if you run a recruitment web app that competes with LinkedIn?
Doesn't add up to me.
https://www.theguardian.com/world/2013/jul/11/microsoft-nsa-...
They're still in business. Numbers look good. They also have advertising and telemetry on paid stuff that people would usually assume doesn't sell them out like free, ad-driven services. Windows, Office, and Xbox are valuable enough that customers will tolerate quite a lot before leaving.
It doesn't matter.
The "what if?" is enough to cause a chilling effect. This will be the effective death of GitHub. I'm certain projects that are all-in on the platform will stick around out of momentum. But yesterday was the last day anyone would ever consider starting a new major project on GitHub.