I thunk they're in a real bind. One thing is the product strategy is a mess—I'm guessing that internally they just don't really have product people and with something like AI, which is cross--cutting, that's really hard to manage. They are also in a bind because everyone is loosing money on LLM tools, and Anthropic, for example, make Cluade Code and can charge JetBrains and the other vendors whatever they like. If you don't have deep pockets you then have to pass the cost on, but that hits your biggest customers hardest, which then pushes your users to the competitor product; It's a pretty tough spot. MS buying GitHub when they did looks more and more like a bargain!