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Jaco's avatar

Am I right in saying Microsoft reported that Github (the whole company including co-pilot) increased revenue from $1bn in 2022 to $1.45bn in 2023. 45% of this increase was driven by co-pilot, thus $202mn ($450mn x 45%) is Co-pilot revenues in 2023. Co-pilot had 1.8mn paid subscribers at the end of 2023. This sounds right because at $10 p/m per subscriber, total revenue will be $216mn ($120p/y x 1.8mn subs).

There are around 27mn people employed as software developers in the world. This means penetration is 6.7% (1.8mn / 27mn). 90% of Fortune 500 companies use Github, so it is not a case of companies not subscribing to co-pilot because they don’t use Github.

It is quite surprising that the most useful use case of LLMs only has a ~7% penetration rate.

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Meng Li's avatar

GitHub's advantages lie in its openness, socialization, collaboration and teamwork, extensive application and ecosystem, good user experience and interface design, as well as its globalization and reliability. These advantages make GitHub an indispensable tool and platform for developers.

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