By Joel South
Publication Date: 2026-05-09 12:00:00
Quick Read
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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.
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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.
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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.
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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…