Musk envy. Cursor was also building large scale git infrastructure. Pierre Computing does the same.
All these companies need success stories but only end up making dev tools, a notoriously unprofitable market. The corporate market is already saturated with LLMs/agents because of the dictatorial forced rollout, so there is actually no growth in sight at all.
It's not Musk-envy, it's just everyone is running into similar scaling issues at the same time. Agentic coding is breaking Github, so everyone is moving towards new ways of working with git.
Anthropic built their own system https://www.anthropic.com/research/redesigning-source-contro...
and so did OpenAI https://openai.com/index/scaling-git-at-openai/
you think OpenAI needs success stories and is therefore pivoting to dev tools?
I'm thinking herd mentality because software development is where people actually pay for AI. Not that the Cursor acquisition will ever pay for itself.