Microsoft now owns a critical subsystem of the entire open source software ecosystem.

All it takes is a flip of the switch and thousands of build processes around the world will fail catastrophically. Like leftpad but worse.

It's not beyond Microsoft to consider shutting off anonymous clone of repos in an effort to corral all possible value from the service. It's also not beyond them to actually try it. There will be some internal dispute from engineers warning management not to break the internet, but it's a coin-toss if they actually heed the advice.