Not surprising. The OpenAI partnership is fading. The GenAI as a product space overall is looking a bit frothy and house of cards-ish. GitHub is a strong product that is ripe for GenAI features that make it more interesting.

Like it or not this makes sense as a business move. Microsoft is positioning itself for the next phase of the current AI hype cycle where standalone AI products will struggle and the “it’s a feature not a product” phase will take hold.