The Big Questions That Will Decide the Consumer AI War

Today on the AI Daily Brief, the big question shaping the battle for consumer AI. And before that in the headlines, is OpenAI the new GitHub? The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. Alright, friends. Quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, AIUC, Blitsy, and Mercury. To get an ad free version of the show, go to patreon.com/aidailybrief, or you can subscribe on Apple Podcasts. To learn about sponsoring the show, send us a note at sponsors@aidailybrief.ai. Lastly, two other quick things to flag. First, thank you to everyone who has taken our February AI usage pulse survey. You can find a link to that at aidailybrief.ai, andi would so appreciate it if you would take just a couple minutes to do that. Anyone who does will get the results before everyone else and help us better share data about where users actually are and their behavior patterns right now. And if you are a company who is interested in building agent teams, registration is live for Enterprise Claw at enterpriseclaw.ai and will close on Friday. Now with that out of the way, let's dive into the headlines. Back in December, Mitchell Hashimoto tweeted, the AI companies are on track to become GitHub faster than GitHub is becoming an AI company. A lot of folks agreed, although some, like Ivan Barazan, had thoughts on who it might be. Ivan writes, been looking for who will do this for a while. Bearish that it will be OpenAI though. And yet, yesterday, we got this report from the information that OpenAI is developing an internal alternative to GitHub. According to the information sources, the project was spurred by a rise in outages for Microsoft's code repository platform. OpenAI engineers complained that these outages have stopped work for minutes or even hours at a time. GitHub had 37 outages in February, which was up dramatically from an average of 17 per month last year. Microsoft has attributed these outages to human error and problems with Azure during a multi year migration project away from GitHub's proprietary servers. Now, sources for the OpenAI project did say that it's in its early stages and likely won't be completed for months. They also noted that the project is intended for internal use first and foremost, but then again, so was Claude Code. This also isn't the only project to rebuild GitHub for the agentic era. That was also the pitch for the new startup from former GitHub CEO Thomas Domke when he left Microsoft earlier this year. Domke's idea was the integration of agentic code review tools to help close the loop on fully autonomous code generation. Now there are a lot of people who are trying to put different lenses on this. For some, it's the latest example of OpenAI competing with Microsoft as the rift between the two companies expands. Others see it as …