Daniel Holmgren from bluesky is working on permissioned data for ATP [1]. Once that lands tangled will probably add unlimited private repos and extra CI compute on the first party servers as a paid feature.

Self hosting will be free forever. That is not a threat to monetization plans because most people would pay a reasonable price ($10 month) to avoid dealing with infra. Remember that hardware is cheap so margins can get pretty high and 1000 paying customers at the lowest tier is probably enough to pay for a full time engineer. 10,000 and you can have a small team (plus unpaid open source contributors). You don't need Amazon scale and growing profits to be successful.

[1] https://dholms.leaflet.pub/