Wow, tons of classic hacker news feedback just like the "dropbox won't work" one [0]. And we know how that ended up.
With the trend towards more and more non-devs writing code with the help of AI [1], I think you're absolutely correct with your assertion that something safer and easier than git is needed. The rest of the business case makes perfect sense too (git struggling with binaries and large files, massive code bases at Meta/Google have required alternate tools).
Love the open source strategy as well. Github showed pretty clearly that selling services over an open core can be a winner.
[0] https://news.ycombinator.com/item?id=9224 [1] https://twitter.com/amasad/status/1659423752881586176?lang=e...