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The Rise and Evolu0on of the Open Source So8ware Founda0on EOLA 2012 Stephen R. Walli October 2012

The Rise and Evolution of the Open Source Software Foundation

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Free and open source software (FOSS) project communities continue to grow and thrive. When such projects reach a certain critical point in their growth, corporations express interest in participating. Corporations have more stringent and robust software intellectual property (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. This presentation reviews how such neutral non-profit organizations have grown to meet the evolving legal, business, and technical needs of FOSS communities and businesses.

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Page 1: The Rise and Evolution of the Open Source Software Foundation

The  Rise  and  Evolu0on  of  the  Open  Source  So8ware  Founda0on  

EOLA  2012  Stephen  R.  Walli  October  2012  

Page 2: The Rise and Evolution of the Open Source Software Foundation

The  Thesis  

FOSS  Founda9ons  are  essen9al  to  enabling  the  growth  of  FOSS  Projects  when  companies  want  to  par9cipate,  contribute  and  adopt.  

Page 3: The Rise and Evolution of the Open Source Software Foundation

Two  Ra0os  

~20  LoC/day  1  bug  :  1000  LoC  

Page 4: The Rise and Evolution of the Open Source Software Foundation

So8ware  Economics  

We  have  shared  soIware  since  we  wrote  it.      

Liberally-­‐licensed  collabora9vely  developed  soIware  is  the  best  re-­‐use  strategy.  

 “Plagiarism”  in  soIware  is  good  and  indeed  

necessary.  

Page 5: The Rise and Evolution of the Open Source Software Foundation

The  Economics  of  Shared  Development  

Page 6: The Rise and Evolution of the Open Source Software Foundation

The  Economics  of  Companies  Collabora0ng  

Page 7: The Rise and Evolution of the Open Source Software Foundation

Founda0ons  as  IP  Management  Machines  

•  This  is  the  history  of  the  FSF,  the  ASF,  the  OSDL/Linux  Founda9on,  and  the  Eclipse  Founda9on  

•  Regardless  of  what  each  founda9on  represents  to  its  members  and  cons9tuencies,  what  they  “do”  is  IP  management.  

Page 8: The Rise and Evolution of the Open Source Software Foundation

Henrik  Ingo’s  Observa0ons  Henrik  Ingo  determined  that  the  9  largest  most  vibrant  projects  are  governed  independently  by  founda9ons  (hWp://bit.ly/f3O34M)  The  tenth  largest  (is  company  supported)  is  an  order  of  magnitude  smaller  

Page 9: The Rise and Evolution of the Open Source Software Foundation

Neutrality  and  Ownership  

“There  appears  to  be  a  glass  ceiling  for  single  vendor  projects  prohibi9ng  their  growth  from  the  Large  category  upwards.  ”                          —  Henrik  Ingo  

Page 10: The Rise and Evolution of the Open Source Software Foundation

What  is  a  FOSS  Founda0on?  

Founda9ons  are  non-­‐profits*  that  provide:  Legal  Structure  

Business  Opera9ons  Technical  Services  

*  But  they  are  s9ll  businesses  

Page 11: The Rise and Evolution of the Open Source Software Foundation

Founda0ons  

*  But  they  are  s9ll  businesses  

Page 12: The Rise and Evolution of the Open Source Software Foundation

Corporate  Projects  

Page 13: The Rise and Evolution of the Open Source Software Foundation

Corporate  Projects  

?????  

?????  

Page 14: The Rise and Evolution of the Open Source Software Foundation

Why  does  it  maKer?  

Neutrality  encourages  contribu9on  Clean  IP  encourages  adop9on  

Founda9ons  act  as  community  centre-­‐of-­‐gravity    

Page 15: The Rise and Evolution of the Open Source Software Foundation

Neutrality  Encourages  Contribu0on  (Inbound)  

Page 16: The Rise and Evolution of the Open Source Software Foundation

Neutrality  and  Ownership  

•  Successful  Projects  Grow  and  Evolve  un9l  …  – Apache  SoIware  Founda9on  – OSDL/Linux  Founda9on  – Eclipse  Founda9on  

Page 17: The Rise and Evolution of the Open Source Software Foundation

Clean  IP  Encourages  Adop0on  (Outbound)  

Page 18: The Rise and Evolution of the Open Source Software Foundation

Legal  Structures  are  Important  

•  License  (inbound/outbound)  •  Assignments  and  Contribu9on  Licenses    •  Provenance  tracking  •  Liability  and  risk  management  •  CommiWer  indemnifica9on    

Page 19: The Rise and Evolution of the Open Source Software Foundation

Founda0on  as  Community  Centre-­‐of-­‐Gravity  

Page 20: The Rise and Evolution of the Open Source Software Foundation

Crea0ng  Strong  Communi0es  

•  Support  an  Architecture  of  Par9cipa9on  •  Make  it  easy  to  join  the  conversa9on    •  Support  and  grow  commiWers  •  Support  lines  of  communica9ons  •  Provide  technical  services  +  infrastructure  (forges,  code  signing,  etc.)  

Page 21: The Rise and Evolution of the Open Source Software Foundation

Conclusions  

While  liberally  licensed  shared  collabora9ve  soIware  development  may  represent  the  best  soIware  re-­‐use  strategy  invented,  FOSS  Founda9ons  are  essen9al  to  the  par9cipa9on  of  companies  that  can  grow  and  sustain  FOSS  projects  and  their  communi9esn  long  term  

Page 22: The Rise and Evolution of the Open Source Software Foundation

Ques0ons?  

Stephen  R.  Walli  Technical  Director,  Outercurve  Founda9on  

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

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

@stephenrwalli