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The Evolu*on of the Open Source So3ware Founda*on SCaLE11x Stephen R. Walli February 2013

The Evolution of the Open Source Software Foundation

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When FOSS project communities reach a certain critical point in their growth, corporations express interest in participating. Corporations have more stringent and robust software IP management needs, however, and projects are not always up to the task. Neutral non-profit FOSS foundations have proved to be a solution to these problems, providing for the IP management needs of corporations while offering additional business and technical services to the project communities to encourage further growth and adoption. (Conference Details: http://www.socallinuxexpo.org/scale11x/presentations/evolution-open-source-software-foundation)

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Page 1: The Evolution of the Open Source Software Foundation

The  Evolu*on  of  the  Open  Source  So3ware  Founda*on  

SCaLE11x  Stephen  R.  Walli  February  2013  

Page 2: The Evolution of the Open Source Software Foundation

The  Thesis  

FOSS  Founda:ons  are  essen:al  to  enabling  the  growth  of  FOSS  Projects  when  companies  want  to  par:cipate,  contribute  and  adopt.  

Page 3: The Evolution of the Open Source Software Foundation

Two  Ra*os  

~20  LoC/day  1  bug  :  1000  LoC  

Page 4: The Evolution of the Open Source Software Foundation

So3ware  Economics  

Wri:ng  good  soIware  is  hard  work  Re-­‐use  is  everything  

We  have  shared  soIware  since  we  wrote  it.    Liberally-­‐licensed  collabora:vely  developed  

soIware  is  the  best  re-­‐use  strategy.    

Page 5: The Evolution of the Open Source Software Foundation

The  Economics  of  Shared  Development  

Page 6: The Evolution of the Open Source Software Foundation

The  Economics  of  Companies  Collabora*ng  

Page 7: The Evolution of the Open Source Software Foundation

Founda*ons  as  IP  Management  Machines  

•  This  is  the  history  of  the  FSF,  the  ASF,  the  OSDL/Linux  Founda:on,  and  the  Eclipse  Founda:on  

•  Regardless  of  what  each  founda:on  represents  to  its  members  and  cons:tuencies,  what  they  “do”  is  IP  management.  

Page 8: The Evolution of the Open Source Software Foundation

Henrik  Ingo’s  Observa*ons  Henrik  Ingo  determined  that  the  9  largest  most  vibrant  projects  are  governed  independently  by  founda:ons  (hXp://bit.ly/f3O34M)  The  tenth  largest  (is  company  supported)  is  an  order  of  magnitude  smaller  

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Neutrality  and  Ownership  

“There  appears  to  be  a  glass  ceiling  for  single  vendor  projects  prohibi:ng  their  growth  from  the  Large  category  upwards.  ”                          —  Henrik  Ingo  

Page 10: The Evolution of the Open Source Software Foundation

An  Organic  Project  Life-­‐Cycle  

Page 11: The Evolution of the Open Source Software Foundation

What  is  a  FOSS  Founda*on?  

Founda:ons  are  non-­‐profits*  that  provide:  Legal  Structure  

Business  Opera:ons  Technical  Services  

*  But  they  are  s:ll  businesses  

Page 12: The Evolution of the Open Source Software Foundation

Founda*ons  

*  But  they  are  s:ll  businesses  

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Corporate  Projects  

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Corporate  Projects  

?????  

?????  

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Why  does  it  maNer?  

Neutrality  encourages  contribu:on  Clean  IP  encourages  adop:on  

Founda:ons  act  as  community  centre-­‐of-­‐gravity    

Page 16: The Evolution of the Open Source Software Foundation

Neutrality  Encourages  Contribu*on  (Inbound)  

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Neutrality  and  Ownership  

•  Successful  Projects  Grow  and  Evolve  un:l  …  – Apache  SoIware  Founda:on  – OSDL/Linux  Founda:on  – Eclipse  Founda:on  

Page 18: The Evolution of the Open Source Software Foundation

Clean  IP  Encourages  Adop*on  (Outbound)  

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Legal  Structures  are  Important  

•  License  (inbound/outbound)  •  Assignments  and  Contribu:on  Licenses    •  Provenance  tracking  •  Liability  and  risk  management  •  CommiXer  indemnifica:on    

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Founda*on  as  Community  Centre-­‐of-­‐Gravity  

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Crea*ng  Strong  Communi*es  

•  Support  an  Architecture  of  Par:cipa:on  •  Make  it  easy  to  join  the  conversa:on    •  Support  and  grow  commiXers  •  Support  lines  of  communica:ons  •  Provide  technical  services  +  infrastructure  (forges,  code  signing,  etc.)  

Page 22: The Evolution of the Open Source Software Foundation

Conclusions  

While  liberally  licensed  shared  collabora:ve  soIware  development  may  represent  the  best  soIware  re-­‐use  strategy  we  have,  FOSS  Founda:ons  are  essen:al  to  the  par:cipa:on  of  companies  that  can  grow  and  sustain  FOSS  projects  and  their  communi:esn  long  term  

Page 23: The Evolution of the Open Source Software Foundation

Ques*ons?  

Stephen  R.  Walli  Technical  Director,  Outercurve  Founda:on  

hXp://www.outercurve.org  [email protected]  

hXp://stephesblog.blogs.com    (Once  More  unto  the  Breach)  hXp://www.networkworld.com/community/walli  

@stephenrwalli