It's their $80B+ investment in building AI infrastructure.

If Microsoft can't meaningfully integrate AI into their own products and make profit off of selling it to end users, why should anyone assume that third parties can? By extension: if nobody can make money off of AI products, what's the point of building $80B in AI infrastructure - did they just set a giant pile of cash on fire?

Microsoft has to ship AI features, or write off its massive investments as essentially worthless. Remove the crappy AI feature from Github, and you pop the bubble.