This growth is surely good for github. If another company becomes the "github for AI agents", they'll lose not just their business for AI but also human coders. (Sure, maybe there will be a human coder only github, but it will be quite small.)
LLM companies are already wildly unprofitable. Who ever wants to do this can be my guest, but please let's tax them enough so that we can get something positive out of the stupidity like free public school lunches for children or universal childcare.
