"don't appear to have much IP that cannot be easily replicated"
I'm ready to be wrong but doesn't this describe basically every tech acquisition for the last 25 years or longer?
I'm ready to be wrong but doesn't this describe basically every tech acquisition for the last 25 years or longer?
Pull requests, CI platform, authentication that is not PAM etc.
A lot of work maybe, and required a vision to do so initially. But straightforward work that MS could easily do it, and of course other small companies have replicated it too.