Looks like they aren't profitable, they lack a real moat.
Literally anyone can just spin up a competing service. I'm actually surprised GitHub/Microsoft hasn't eaten their lunch yet.
Gitlab used to have a firm advantage in terms of build runners, but GitHub Actions have been out for a while.
I strongly suspect GitHub loses money ( of course you pay in other ways, wouldn't surprise me if GitHub actively blocks other LLMs from scrapping public repos while allowing co pilot to.).
How can anyone compete against a trillion dollar company that's fine with subsidizing an unprofitable business line?
Ultimately I don't think Gitlab or anything like it can hope to actually make money.
Looks like they aren't profitable, they lack a real moat.
Literally anyone can just spin up a competing service. I'm actually surprised GitHub/Microsoft hasn't eaten their lunch yet.
Gitlab used to have a firm advantage in terms of build runners, but GitHub Actions have been out for a while.
I strongly suspect GitHub loses money ( of course you pay in other ways, wouldn't surprise me if GitHub actively blocks other LLMs from scrapping public repos while allowing co pilot to.).
How can anyone compete against a trillion dollar company that's fine with subsidizing an unprofitable business line?
Ultimately I don't think Gitlab or anything like it can hope to actually make money.
I'm open to being wrong through.