I love GitHub. They're the foundational layer of development in the ecosystem. However, an economic platform like Polar's intentions long-term is an entirely separate layer on top imo. Requiring a whole suite of different product offerings and operations tailored to it. Such as taxes, accounting, payments, customer management & communication to supporting platforms beyond GitHub, i.e GitLab, Hugging Face and more. Sure, there is overlap, but mostly the two are separate layers with substantial requirements of their own.

GitHub should focus on their core layer of development. It's massive and ever changing (especially now). Offering users to expand their "hub" through app integrations and partnerships. Combined with leveraging their investment arm & rev share with third parties – as all other platforms – to gain upside in other economic models/layers built on top. I think that's the better and more likely strategy for GitHub to continue on.