In internal meeting, Microsoft execs share a plan to ward off AI coding rivals by overhauling GitHub
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In internal meeting, Microsoft execs share a plan to ward off AI coding rivals by overhauling GitHub
""Bill used to always say that there's only one category: It's called Information Management," CEO Satya Nadella said in the meeting. "In fact, the thing he used to get frustrated by is, why the heck do I have a different app for writing a document, a different app for a website, and a different (development software) for writing an app?""
""GitHub, which Microsoft acquired in 2018, had an early lead because of its popularity as a place to store code along with a partnership with OpenAI. Lately, though, GitHub has faced more competition from AI tools such as Cursor and Anthropic's Claude Code. Microsoft's AI coding assistant, GitHub Copilot, was the top tool of choice in a recent survey by Jellyfish. But the tool recently lost share in a key part of the developer market to Cursor, according to data cited in a recent note from Barclays.""
Microsoft plans to overhaul GitHub to make its AI tools available wherever developers work, blurring boundaries between apps, documents, and websites. A guiding principle emphasizes a single category: Information Management. GitHub, acquired in 2018, initially led through popularity and an OpenAI partnership. New AI coding tools such as Cursor and Anthropic's Claude Code have intensified competition. GitHub Copilot remains a top choice in a Jellyfish survey but recently lost share in a key developer segment to Cursor, per Barclays-cited data. Microsoft aims to restructure the platform to retain developer mindshare and distribution of its AI tools.
Read at Business Insider
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