I have 0 expertise on valuations so would not comment on that but I do think that github has a near monopoly when it comes to hosting a popular open source project.
Git* sites are pretty much same as Github but they simply dont have the traction and are unlikely to have till github does something stupid. This is very similar to the fact that while Android is open source any any device manufacture can make an Android phone, only Samsung seems to be winning while everyone seems to be a minor fish in the pond.
I will really really be surprised if investors did not assign a value to this.
Git* sites are pretty much same as Github but they simply dont have the traction and are unlikely to have till github does something stupid. This is very similar to the fact that while Android is open source any any device manufacture can make an Android phone, only Samsung seems to be winning while everyone seems to be a minor fish in the pond.
I will really really be surprised if investors did not assign a value to this.