I'm not sure if I think it will have a major impact on public registries, but I think it's big win will be private registries.
It'll be a way to distribute private gems that are currently private GitHub repos. Specifying dependencies as git dependencies has downsides so I could see organizations use private registries to share these gems.
That's an interesting benefit. I can see how that could be helpful for specifying the gem dependency for a non-public gem.
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