By Joel South
Publication Date: 2026-05-09 12:00:00
Quick Read
Trey Lockerbie called Microsoft’s (MSFT) $7.5B GitHub acquisition “maybe one of the best technology acquisitions of the last decade” for its dominance in AI coding.
Nearly 140,000 organizations use GitHub Copilot Enterprise (tripled YoY) and the AI business hit a $37B annual run rate (up 123% YoY), validating the flywheel.
GitHub usage-based pricing launches June 1, 2026, pressuring Q4 margins but positioning for longer-term revenue acceleration as the developer pipeline drives Azure cloud growth.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Microsoft wasn’t one of them. Get them here FREE.
On a recent episode of We Study Billionaires (TIP813), host Trey Lockerbie laid out a bull case for Microsoft (NASDAQ:MSFT)‘s GitHub acquisition. “$7.5 billion for the world’s most dominant coding platform, and which is also now the world’s most adopted AI coding tool, and then also the primary channel through which Microsoft…
