Embrace, Extend, Extinguish
Microsoft’s Copilot push isn’t strategy, it’s the old embrace, extend, extinguish play dressed up in “AI” robes. GitHub was acquired to embrace developers. Copilot is the extend phase: saturating every workflow with unasked-for AI noise, from issues to pull requests to editors. The extinguish part is already visible - trust in GitHub is collapsing, and the very maintainers who underpin Microsoft’s ecosystem are moving to other platforms.
On earnings calls, this is presented as “momentum”. In reality, it’s forced adoption: a hostile takeover of developer experience. When customers explicitly ask for an off switch and leadership ignores them, that’s not innovation - it’s managerial negligence. Any competent operator knows that coercion isn’t growth, it’s decay.
GitHub’s competitive advantage was never a Copilot sidebar, it was trust and network effects. Those are finite assets, and they’re being burned for vanity metrics. The result? A platform that once symbolised collaboration now feels like adware, and developers - the same ones whose code powers Azure and every Microsoft AI demo - are signalling they’re done.
Shareholders should be asking a simple question: what is the long-term value of poisoning the well you drink from? Copilot may inflate short-term KPIs, but the cost is strategic: erosion of goodwill, flight of open-source projects, and reputational damage that no amount of AI rebranding can fix.