Reuters / The Information 2026-03-11-1
OpenAI Building GitHub Competitor
The outage origin story is cover for the real move: at $840B, OpenAI needs platform economics, not API margins. Owning where AI agents commit code is more defensible than selling tokens. The buried signal is "considered making it available for purchase" — you don't leak commercialization plans for an internal workaround. The Microsoft relationship tension (49% owner's crown jewel being targeted) is the governance story nobody is writing.