GitHub's Independence Dies

Hey everyone, it’s Cosmo.

This week’s quick take: GitHub lost its CEO and slid tighter under Microsoft's CoreAI. VibeCode raised $9.4M to bring app-building to your phone. Anything launched v1.0 and face-planted in a hands-on. Bolt rolled out Cloud to close the prototype-to-production gap. Anthropic pushed Claude Sonnet 4 to a 1M-token context window, can now read whole codebases in one shot.

GitHub CEO Thomas Dohmke resigns; platform folds tighter into Microsoft's CoreAI

Details

• Dohmke leaving after 4 years "to become a startup founder again," staying through end of 2025 for transition

• Microsoft won't replace the CEO role; GitHub leadership reports more directly into CoreAI under Jay Parikh

• Ends 7 years of promised independence since $7.5B acquisition in 2018

• GitHub Copilot: 20M users (up from 15M last quarter), drives 40% of revenue growth

• Translation: less standalone GitHub, more alignment with Microsoft's AI platform and tooling

Bottom Line Expect Copilot-everywhere and a Microsoft-shaped roadmap. Great if you're all-in on MSFT; fewer "Switzerland" vibes for the rest.

VibeCode raises $9.4M to put app-building on your iPhone

Details

• iOS app lets you describe what you want in plain language; AI generates and iterates React Native code on-device

• Seed round: $9.4M led by Alexis Ohanian's Seven Seven Six, with Long Journey Ventures, Neo, First Harmonic, Afore, and angels from Google, OpenAI, and Expo

• Model support expanded this week: Claude, OpenAI's new GPT-5, Kimi K2, and Qwen 3 Coder

• Traction: launched in June; hit #12 in App Store "Developer Tools"; >40K apps generated; plans $20–$200/month

• Founded by Duke alums with previous exits targeting "next billion developers"

Bottom Line Mobile is the last big unlock for vibe coding. If VibeCode nails iPhone-to-App Store deployment and polish, "apps as content" goes from trend to pipeline.

Anything (formerly Create) ships v1.0—proceed with caution

Details

• Rebrand: Hands On Create → Anything; claims 30K MAU and >20K projects/day

• Pitch: "as easy as selling t-shirts," "idea to App Store to first customer in days"; plans range free to $80/month

• Hands-on test: generated volunteer management app (React/Next.js + Neon Postgres) failed to run—logs showed hundreds of errors, preview stuck on "Loading"

• User reviews mixed: "published in 18 min" vs "never-ending loop" and calls for actual testing before launch

Bottom Line A clean landing page can't paper over messy deployments. The gap between promise and production is where vibe projects die. Anything isn't over that gap yet.

Bolt launches Bolt Cloud to bridge prototype → production

Details

• What's live: built-in hosting (via Netlify) and custom domains—publish straight from Bolt interface

• Rolling out in private beta: managed databases, auth & user management, Stripe payments, functions, file storage, analytics

• Partners: Netlify and Supabase provide enterprise-grade backend infrastructure

• Goal: kill the "glue work" (DNS, infra wiring, brittle pipelines) that stalls vibe-coded apps before they ship

• Traction: Sacra estimates $40M ARR by March 2025, growing from $4M within 4 weeks of launch

Bottom Line If Bolt actually unifies build → deploy → scale, it eats the boring parts that drain momentum—and becomes the default lane for shipping vibe-coded products.

Anthropic bumps Claude Sonnet 4 to a 1M-token context window

Details

• 5× jump to 1,000,000 tokens; from analyzing ~20K lines of code to handling 75K–110K lines in one go

• Available now for higher-tier API customers (Tier 4/custom rate limits); broader rollout "in the coming weeks"

• Also acqui-hired Humanloop team (prompt management, LLM evaluation specialists) as enterprise push continues

• Revenue hitting $5B run rate, up from $4B earlier this month—coding clients driving growth

• Comes week after OpenAI's GPT-5 launch in escalating AI coding arms race

Bottom Line Bigger memory, fewer hacks. Whole-repo refactors and audits become a single request, not a fragile dance of chunks and RAG.

Thank you for reading. Till next week! 😊

Best,
Cosmo