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What's Driving Open Source?
           Forces Of Change In 2012




                                      Simon Phipps
                                      http://webmink.com



CC-BY-SA
Agenda
●   Software Freedom Origins & OSI
●   Original Drivers
●   Five Drivers Today
    ○   Foundations
    ○   Licensing
    ○   Software Patents
    ○   Cloud & Big Data
    ○   Government Procurement
●   The Role of OSI Today
Software Freedom Origins
Ethics & Pragmatics




“A corporation doesn't love you or hate you. Its like a lawnmower.
Put your hand in, it gets cut off. It doesn't hate you, its just a
lawnmower; it cuts everything.”                  – B. Cantrill
Original Drivers

● Cost Savings
● Business Model Innovation
● Web Server Stacks
● Breaking Microsoft Lock-In
OSI in 1998

●   Pragmatic software freedom to allow the non-
    personal to benefit
●   De-emphasise ethical imperative
●   Open gateways to open source
●   Focus on practicalities
    ○   Education
    ○   Licensing
●   Building understanding
1. License Choice Evolution
“A license describes the
environment for a business
relationship”
                Corporate Lawyer
“A License is the constitution
for a community”
                      Eben Moglen
Warning Signs
Various tactics for avoiding open source:
● "Dual License"


● Copyright Assignment


● Interoperability as a feature


● Standards more prominent than open source


● "Source Available"
Open Source License Trends


● Move to “plus” licenses

● Avoiding copyright assignment

● Explicit patent language
Open Source Licensing Trends

GPL   1998 onwards




      Vanity         2000-2005 License proliferation




                     Apache                    Now




                                            MPLv2
                                                       Emerging
2. Open Source Foundations
Roles Of Foundations
● A host for managing fiscal and other shared
  resources, e.g.:
  ○ trademarks
  ○ shared copyrights
  ○ staff
● A guarantor and enabler for the governance
● An infrastructure provider
● A liability firewall for community participants
Synchronization of
  Self Interest
3. Software Patents
Software Patent Realities
●   Software patents are real internationally
    ○   Computer-linked functional claiming makes them
        possible (see http://www.stanford.edu/dept/law/ipsc/Paper%20PDF/Lemley,%20Mark%20-%20Paper.pdf)
    ○   They operate by threat, not court resolution
    ○   So they cause problems everywhere
●   Patents arise even in open source
●   Patents have become anti-competitive
    weapons
●   Dealing with them is a major driver in
    community & license design
4. Cloud Computing
Many Clouds
●   Internet-accessed Storage
●   Remote API
●   Remote VM with stack
●   Web application toolkit


●   Every kind of computing, plus a net
●   Open source is everywhere in the cloud
No Licence Compliance
●   Proprietary software applies licence terms to
    end users (EULA)
●   Software asset management is a major
    business cost
●   Open source licences have no end-user
    limitations - Free software has no EULA
●   Use that does not involve distribution to others
    has no compliance requirements
●   Key, under-recognised open source value
                              http://webmink.com/essays/compliance
Cloud Effects
● License evolution
● Formation of Foundations
● Business model evolution
  ○ e.g. CloudBees
● Trend towards Big Data
Cloud Leads To Big Data
●   “Software Doesn't Matter” – Redmonk
●   Shared componentry
    ○   Twitter
    ○   Facebook
    ○   Paypal
    ○   Google
●   No need for “an open source business model”
5. Government Adoption
Trends in Government Adoption

● Increasing global adoption accelerating
● Successful projects emphasise flexibility
  ○ e.g. City of Munich, Germany
  ○ Contribution, investment, self-reliance
● Failed projects focus on cost savings
  ○ e.g. City of Freiburg, Germany
  ○ Usage-only, budget-cutting, "interoperability"
Price vs Flexibility

If you focus on flexibility,
you will make savings too,
but if you focus on savings
your vendors will keep you
trapped.
Freedom to...
Use           Add systems
              Scale for demand
Study         Hire staff
              Engage contractors
Modify        Improved functionality
              Buy from a new supplier
Share         Use in any department
              Give to citizens


         ... without permission
In other words...


 Open Source Means
Self-Reliance and Self-
     Determination
OSI Needs You!




        Simon Phipps
        President, The Open Source Initiative
OSI Past
●   Founded 1998
●   Steward of the Open Source
    Definition
●   Arbiter of Open Source licenses
●   Looking after the community's
    firmware...
OSI Future

“educate about and advocate
for the benefits of open source
and to build bridges among
different constituencies in the
open source community.”

(that's from opensource.org/mission)
EDUCATE?
    ADVOCATE?
  BUILD BRIDGES?
That will need PEOPLE!
OSI Restructuring

OSI 1998-2011
                             Affiliates



                Board       Individuals
                             Board




                            Corporate
OSI Restructuring

                           Affiliates   Added 2Q 2012




                                        Added 3Q 2012
              Board       Individuals
Future Role

                                        Added 4Q 2012

                          Corporate
Join OSI Today!
Please JOIN NOW!

        opensource.org/join

●   Help us evolve – be part of the solution.
●   Ask your community group to join too.
5 Drivers - Summary
1. Licensing Evolution
  ● Trending to community-aware
2. Foundations
  ● Keeping the peace among corporate participants
3. Software Patents
  ● Driving licensing & governance change
4. Cloud Computing & Big Data
  ● Driving adoption, licensing, governance change
5. Government Adoption
  ● Focus on Flexibility & Self-Reliance
Thank-you!



              Find me at
   http://webmink.com

Twitter & Identi.ca: @webmink
   E-Mail me via at http://webmink.com/about
About Me


●   Technical background: electronics, programming
●   Worked for three computer giants (Unisys, IBM,
    Sun)
●   Watched & helped history unfold for PCs, the Web,
    Java, XML, Open Source
●   British, US-based for 15 years while living in
    England
●   Now a consultant and author
●   Boards: OSI, ORG, OSfA (all pro bono)
    ○   @webmink in most places
    ○   Nexus is http://webmink.com
This presentation represents my own views, not those
of any other entity.

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What’s Driving Open Source (for MyGOSSCon)

  • 1. What's Driving Open Source? Forces Of Change In 2012 Simon Phipps http://webmink.com CC-BY-SA
  • 2.
  • 3. Agenda ● Software Freedom Origins & OSI ● Original Drivers ● Five Drivers Today ○ Foundations ○ Licensing ○ Software Patents ○ Cloud & Big Data ○ Government Procurement ● The Role of OSI Today
  • 5. Ethics & Pragmatics “A corporation doesn't love you or hate you. Its like a lawnmower. Put your hand in, it gets cut off. It doesn't hate you, its just a lawnmower; it cuts everything.” – B. Cantrill
  • 6.
  • 7. Original Drivers ● Cost Savings ● Business Model Innovation ● Web Server Stacks ● Breaking Microsoft Lock-In
  • 8. OSI in 1998 ● Pragmatic software freedom to allow the non- personal to benefit ● De-emphasise ethical imperative ● Open gateways to open source ● Focus on practicalities ○ Education ○ Licensing ● Building understanding
  • 9. 1. License Choice Evolution
  • 10. “A license describes the environment for a business relationship” Corporate Lawyer
  • 11.
  • 12. “A License is the constitution for a community” Eben Moglen
  • 13. Warning Signs Various tactics for avoiding open source: ● "Dual License" ● Copyright Assignment ● Interoperability as a feature ● Standards more prominent than open source ● "Source Available"
  • 14. Open Source License Trends ● Move to “plus” licenses ● Avoiding copyright assignment ● Explicit patent language
  • 15. Open Source Licensing Trends GPL 1998 onwards Vanity 2000-2005 License proliferation Apache Now MPLv2 Emerging
  • 16. 2. Open Source Foundations
  • 17. Roles Of Foundations ● A host for managing fiscal and other shared resources, e.g.: ○ trademarks ○ shared copyrights ○ staff ● A guarantor and enabler for the governance ● An infrastructure provider ● A liability firewall for community participants
  • 18. Synchronization of Self Interest
  • 20.
  • 21. Software Patent Realities ● Software patents are real internationally ○ Computer-linked functional claiming makes them possible (see http://www.stanford.edu/dept/law/ipsc/Paper%20PDF/Lemley,%20Mark%20-%20Paper.pdf) ○ They operate by threat, not court resolution ○ So they cause problems everywhere ● Patents arise even in open source ● Patents have become anti-competitive weapons ● Dealing with them is a major driver in community & license design
  • 23.
  • 24. Many Clouds ● Internet-accessed Storage ● Remote API ● Remote VM with stack ● Web application toolkit ● Every kind of computing, plus a net ● Open source is everywhere in the cloud
  • 25. No Licence Compliance ● Proprietary software applies licence terms to end users (EULA) ● Software asset management is a major business cost ● Open source licences have no end-user limitations - Free software has no EULA ● Use that does not involve distribution to others has no compliance requirements ● Key, under-recognised open source value http://webmink.com/essays/compliance
  • 26. Cloud Effects ● License evolution ● Formation of Foundations ● Business model evolution ○ e.g. CloudBees ● Trend towards Big Data
  • 27. Cloud Leads To Big Data ● “Software Doesn't Matter” – Redmonk ● Shared componentry ○ Twitter ○ Facebook ○ Paypal ○ Google ● No need for “an open source business model”
  • 29. Trends in Government Adoption ● Increasing global adoption accelerating ● Successful projects emphasise flexibility ○ e.g. City of Munich, Germany ○ Contribution, investment, self-reliance ● Failed projects focus on cost savings ○ e.g. City of Freiburg, Germany ○ Usage-only, budget-cutting, "interoperability"
  • 30. Price vs Flexibility If you focus on flexibility, you will make savings too, but if you focus on savings your vendors will keep you trapped.
  • 31. Freedom to... Use Add systems Scale for demand Study Hire staff Engage contractors Modify Improved functionality Buy from a new supplier Share Use in any department Give to citizens ... without permission
  • 32. In other words... Open Source Means Self-Reliance and Self- Determination
  • 33. OSI Needs You! Simon Phipps President, The Open Source Initiative
  • 34. OSI Past ● Founded 1998 ● Steward of the Open Source Definition ● Arbiter of Open Source licenses ● Looking after the community's firmware...
  • 35. OSI Future “educate about and advocate for the benefits of open source and to build bridges among different constituencies in the open source community.” (that's from opensource.org/mission)
  • 36. EDUCATE? ADVOCATE? BUILD BRIDGES? That will need PEOPLE!
  • 37. OSI Restructuring OSI 1998-2011 Affiliates Board Individuals Board Corporate
  • 38. OSI Restructuring Affiliates Added 2Q 2012 Added 3Q 2012 Board Individuals Future Role Added 4Q 2012 Corporate
  • 39. Join OSI Today! Please JOIN NOW! opensource.org/join ● Help us evolve – be part of the solution. ● Ask your community group to join too.
  • 40. 5 Drivers - Summary 1. Licensing Evolution ● Trending to community-aware 2. Foundations ● Keeping the peace among corporate participants 3. Software Patents ● Driving licensing & governance change 4. Cloud Computing & Big Data ● Driving adoption, licensing, governance change 5. Government Adoption ● Focus on Flexibility & Self-Reliance
  • 41. Thank-you! Find me at http://webmink.com Twitter & Identi.ca: @webmink E-Mail me via at http://webmink.com/about
  • 42. About Me ● Technical background: electronics, programming ● Worked for three computer giants (Unisys, IBM, Sun) ● Watched & helped history unfold for PCs, the Web, Java, XML, Open Source ● British, US-based for 15 years while living in England ● Now a consultant and author ● Boards: OSI, ORG, OSfA (all pro bono) ○ @webmink in most places ○ Nexus is http://webmink.com This presentation represents my own views, not those of any other entity.