We dumped GitHub into DuckLake. Here’s what we found: • Growth rate of new repos doubled in 2025 • Microsoft leads Big Tech in repo creation, contrary to narrative the company is closed • a16z captured nearly as much OSS value as all other early-stage VCs combined More below
GitHub is growing explosively. From 2020 through 2024, repos grew 16% YoY on average. Growth accelerated sharply in 2025 to 34% YoY.
Coding agents took off in 2025: Claude Code, Codex, Gemini CLI, and OpenCode all launched. While OpenCode was the last to launch, it ended the year with the most stars.
We searched repo names, descriptions, topics, and READMEs for keywords associated with foundation model providers. In Q4’25, Anthropic overtook OpenAI in developer interest, but it’s a tight race.
Microsoft leads Big Tech in new repo creation (and stars), contrary to the historical narrative that the company is closed.
Driven by its early bet on Databricks, Andreessen Horowitz has captured nearly as much open source value as all other early-stage VCs combined.
