ralph84

Their current CEO was brought in to sell the company to private equity like he did with New Relic in his last job. Unfortunately for him, private equity is being selective in which SaaS companies they acquire right now with interest rates spiking and uncertainty over the future of SaaS as AI becomes more capable. Acquisition by an AI lab was probably their next best hope, but the labs seem to all be rolling their own developer platform instead. Maybe Bending Spoons will make a move if the stock revisits its lows.

If you don't like the stock don't buy it.

No, you don't get to change the license on someone else's code just because you import it into your project.

Everyone who built an identity on being the most intelligent in the room is going to have to come to grips with that no longer being a differentiator.

The biggest gold mines by far are in the US, Russia, and other former Soviet republics.

Nothing is stopping anyone from suing them. In fact they are being sued by dozens of plaintiffs for various things already. The reality is the damage from these "rogue incidents" has been minimal.

> They should have access to as much Azure compute as necessary.

"Should" doesn't imply "does". GitHub is competing with all of the other Microsoft products that need Azure compute, in addition to Microsoft customers. If a customer is willing to buy the compute at a higher margin than the internal chargeback rate, it's definitely not a given that GitHub is getting that compute over the customer. It's hunger games for compute everywhere right now.

> valuations become increasingly dependent on future expectations

Valuations are always dependent on future expectations. What else would they be based on? That's one of the main functions of a stock market: providing price discovery via competing buyers and sellers placing bets on the expected future economic prospects of companies. Of course fraud interferes with price discovery, but again, where is the evidence of fraud?

Enron was massive accounting fraud. Extraordinary claims require extraordinary evidence. Where is your evidence of accounting fraud? "Lots of companies investing lots of money into AI and it might not work out" isn't fraud.

> Cmd-F housing

> not found

Yet another chamber of commerce article clamoring for more cheap labor without addressing where all of these people are supposed to live.

People working multiple jobs in the western world have some reason beyond "basic survival". Supporting other people, living in a desirable location, or like the vast majority of people they want to make enough money to go beyond basic survival because basic survival is low status. Which is why the idea that all we have to do is give people enough money for a basic survival lifestyle and they'll be happy and spend the rest of their time on things with perceived aesthetic value like math research is the insane take.

It's very unlikely anyone with the intelligence to contribute to math research can't already find a non-hectic job that provides for their basic survival. People choose hectic jobs because they want to do better than basic survival.

The researcher in this case was doing a security review for their company who was a potential customer. Sending potential customers more than a token amount of cash is usually prohibited by corporate ethics rules for obvious reasons.

I see how it can be devastating to their ego, but no, I don't see a particular difference in a company spending money for clout vs. a person spending time for clout. The underlying motivation is the same.