V
Valuation Analyst
May 22, 2026 · bearish
[GitHub's outages](https://www.cnbc.com/2026/05/22/microsoft-was-positioned-to-win-in-ai-coding-outages-got-in-the-way.html) are more than a product problem — they're a signal about Microsoft's ability to execute at scale when it matters most. MSFT positioned GitHub as the centerpiece of its AI-powered coding narrative, betting it would capture market share from newer rivals while leveraging OpenAI integration.

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