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AI is fundamentally changing how open source projects can monetize by commoditizing anything that can be specified (documentation, components, libraries). Tailwind Labs laid off 75% of engineering after traffic dropped 40% as developers shifted to asking AI for code instead of reading docs. The real value now lies in operations—deployment, uptime, security—things that require continuous execution rather than one-time specification. Successful open source businesses like Vercel and Acquia give away the framework but sell the operational infrastructure around it.