GitHub

includes GitHub Copilot

3 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement May 23, 2025 by Sam Lessin · across every show →

Everything said about GitHub, oldest first

May 23, 2025 bullish
Prediction Not checkable as stated
Lessin: Incumbents like GitHub will crush competitors in AI development
“The incumbents are going to crush it. Like GitHub is going to crush it because if you think about like the real places where there's leverage and blockers, right? It really is going to be like, who's actually deploying my production code because they actually …”
Sam Lessin May 23, 2025 ▶ 49:32 OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More | More or Less #100 · More or Less Podcast
Jan 16, 2026 bullish
Prediction Not checkable as stated
Dave Morin: In six months, developers will deploy to Vercel in minutes
“It was very hard for him to understand GitHub and there's all these like, Intricate things that are very nerdy about how to interact with these tools, but they're not that complicated and will just get eliminated from the process. And so, you know, it's gotta …”
Dave Morin Jan 16, 2026 ▶ 31:15 SaaS Companies Beware: AI Is The New UI (Anthropic's Claude Code and Cowork) · More or Less Podcast
Feb 27, 2026 bullish
Assertion Supported
Dave Morin: New website creation is up 40% and iOS apps up 50%
“New website creation is up 40% year over year. New iOS apps are up 50%. GitHub pushes are up 35% in the US, 30% in the UK. These metrics were flat for years before late 20, 24. And we're now seeing like jumps in the production of all kinds of different softwar…”
Dave Morin Feb 27, 2026 ▶ 20:00 Apple, OpenAI & Why Nobody Makes Money in AI | The SaaS Apocalypse · More or Less Podcast
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