Open Source:
The Third Decade
February 3, 2018 - FOSDEM, Brussels
Simon Phipps, webmink@opensource.org · https://opensource.org
Origins
Before Open Source
Open Source Is Free Software
Origins
Use
Study
Improve
Share
Open Source Is 20 Years Old
“Open Source” is the proper name of a
campaign to promote the pre-existing concept
of Free Software to business, and to certify
licenses to a rule set.
Christine Peterson … suggested “Open Source”
as a way to promote Free Software without the
stigma of “free” in the English language.
Bruce Perens1
, Co-Founder of the Open Source Initiative
1: https://perens.com/2017/09/26/on-usage-of-the-phrase-open-source/
The Third Decade of Open SOurce
Open Source
let software users and developers
advance software freedom
at work as well as in private
The First
Decade
Upstart Advocacy
Open Source Licensing
Open Source Business Models
Open Source 1998-2008
Advocacy & Controversy
Open Source
Initiative
OSI is the steward of the Open Source
Definition and the community-recognized body
for reviewing and approving open source
licenses.
The Open Source Initiative (OSI) is a non-profit
corporation, founded in 1998 with global scope,
formed to educate about and advocate for the
benefits of open source and to build bridges
among different constituencies in the open source
community.
Open source enables a development method for
software that harnesses the power of distributed
peer review and transparency of process. The
promise of open source is higher quality, better
reliability, greater flexibility, lower cost, and an
end to predatory vendor lock-in.
®
Decade One Timeline - Advocacy & Controversy
1998 Term coined as rebrand for software freedom; OSI formed
1999 Open Source Definition published: licenses standardised
2000 Most open source is a proprietary replacement
2001 “Linux is a cancer” - Microsoft1
2002 Rush of new licenses
2003 SCO sues IBM over Linux2
2004 Last of Microsoft’s “Halloween Documents”
2005 Unix now open source (Sun Solaris)
2006 Open Standards Requirement (OSR) published
2007 Java now open source
2008 Most CIOs understand open source as a benefit
What Made Open Source Licensing Succeed?
● Crystallization of Consensus
● Multilateral vs Unilateral
● Creating Safe Spaces
Crystallization of Consensus
● The License Review Process triggered business adoption of open source
● OSI is not “King” - it is “Speaker of the House”
● Open discussion leads to license improvement
● Approval consensus then crystallized via OSI Board approval
“A license describes the
environment for a business
relationship”
Corporate Lawyer
Bilateral?
"Licenses are constitutions
for communities"
Eben Moglen
Multilateral!
Open source licenses
are the
multilateral consensus
of the
permissions and norms
for a
community
Creating Safe Spaces
● Mitigating Control Points
● Business model isolation
● Code for the unknown others
Mitigating Ownership Of
Control Points
&
Open Source Business Models
● Old Stuff In A New Box
● New Stuff In An Old Box
● Monetising service
● Assembling complex systems
The Third Decade of Open SOurce
The Second
Decade
Broad Enterprise Adoption
Software Patents
GPL Enforcement
Open Source 2008-2018
Adoption & Ascendancy
Decade Two - Adoption & Ascendancy
2008 Most open source is “hidden” infrastructure
:
2011 Open source enabling web service business wave
:
2013 Open source powering cloud/container revolution
:
2015 “Microsoft Linux”
:
2017 Open source at the heart of most new software
Breaking The Safe Space
Patents break the safe space on which open source depends:
● Developers must seek permission before innovating
○ … for royalties on inbound patents
○ … for inadvertently licensing outbound patents
● Developers mistrust the motivations of others
● Developers avoid standards where patents may apply
(FRAND)
Use Modern Open Source Licenses
● Old licenses have no explicit patent
treatment
○ Example: BSD
● Possible implied license inadequate for
certainty
● New use of BSD etc may signal reservation
of royalty claim and/or right to sue
SEP & FRAND
The problem was not in fact settled in Decade Two.
The wireless industry and the technology industry have
different standardisation models:
● Wireless industry specifies, bids solutions, standardises
best of breed, recovers cost through patent licensing
● ICT industry implements, competes, commoditises,
standardises royalty free to harmonise
These are orthogonal! Conflict is inevitable and emerging.
License Enforcement
Compliance
● The copyright license is only valid if you comply with
its conditions
● License violators are pirates
● Reciprocity is not the only compliance requirement
● Attribution is also required for a valid license in some
cases
● Attribution compliance will be a big deal this decade
Lessons so far...
The Third Decade of Open SOurce
Open Source's Real Value
● Innovate without needing to ask first
● Start where others reached
● Stay in control of your own resources
● Share upkeep of your innovation
● Influence global ecosystems
● Be protected from others doing the same
● All derived from software freedom
New Technologies
Only Possible
With Open Source
Permissionless1
Cloud Scaling
Flexibility
1: i.e. there was no need to ask permission; it was granted in advance
Permissionless
IoT Device
Firmware
The Third
Decade
Open Source 2018-2028
Assimilation & Authenticity
The OSI Affiliate Program
allows non-profit and
not-for-profit organizations
to become OSI members.
Affiliate membership is an
ideal way for open source
projects and the
communities that support
them to support the
mission of the OSI and
contribute to the continued
awareness and adoption of
open source software.
Affiliate
Membership
A “who’s who” of
open source communities
So what’s coming…?
3rd Decade Predictions
1. Change of community styles
2. End of single-project companies
3. Licensing stabilisation & consolidation
4. Rediscovery of software freedom
5. New applications for OSI’s Crystallisation of Consensus
1. Community Styles
First decade: enthusiasts & interest-focussed projects
Second decade: professional specialists in charities
Third decade: professional generalists in consortia
> Create Cultures Of Contribution
● Contribution leverages all IP for growth & innovation, not
just what’s licensable
● Contribution results in others maintaining your
innovation, freeing you for more
● Contribution seeds the innovation of others, allowing you
to benefit from those not on your team
2. Single Project Companies
First decade: “Open Source Business Models”
Second decade: Release-train vs release-when-ready
Third decade: Differentiation by managing complexity
> Complex assembly of simple parts
> Complex assembly of simple parts
> Complex assembly of simple parts
> Complex assembly of simple parts
The know-how to put it together, make it work at
scale and keep it working is today’s open source
monetizable advantage.
3. License Consolidation
First decade: Everyone wants a license of their own
Second decade: Reciprocity compliance is the problem
Third decade: Attribution is the problem too
> Automate & Accumulate
> Automate & Accumulate
● Accumulate author acknowledgement history (BSD, MIT
etc) as well as ensuring GPL compliance
● Add continuous compliance to continuous integration.
● Use only OSI-approved licenses
4. Rediscovery of software freedom
First decade: Open source as amoral methodology
Second decade: Open source as pragmatism
Third decade: Ethical compass solves new applications
of open source (cloud, containers, coins)
Or B: repeat all the old mistakes...
5. New Roles for OSI
Crystallising consensus...
First decade: ...on licenses
Second decade: ...against licenses
Third decade: ...on communities and authenticity
> Join (c)(3)s as well as (c)(6)s
● “Trade Associations” like Linux Foundation and
OpenStack are the new normal
● But open source relies on the community charities like
OSI, FSF and Software Freedom Conservancy too
● So please remember to support and promote them!
Third Decade Lifestyle
> Create Cultures Of Contribution
> Complex assembly of simple parts
> Compliance: Automate & Accumulate
> Cherish Software Freedom
> Cultivate (c)(3)s as well as (c)(6)s
Conclusions
● Software freedom remains the essential core of software
projects that succeed.
● The future of open source is the future of software
freedom. What unites us must overshadow differences if
we are to avoid its abridgement.
● The third decade of open source needs those who have
done to pass on experience to those who will do.
● And of course! https://opensource.org/join
Happy Birthday!
OSI Birthday photo page 57 by Patrick Masson, used with permission
Contact e-mail: president@opensource.org
© 2018, Simon Phipps Licensed under Creative Commons CC-BY-SA-4.0

More Related Content

PDF
Commemorating 20 years of open source successes in building awareness and ado...
 
PDF
SFScon17 - Simon Phipps: "The Third Decade of Open Source: What Does It Promi...
PDF
SFScon18 - Simon Phipps - Open Source: 15+20=What’s next?
ODP
Free Software/Free Culture Collaboration
PDF
What’s Driving Open Source (for MyGOSSCon)
ODP
How far behind Free Software is Free Culture?
ODP
Creative Commons Public Domain Legal Tools and Infrastructure
ODP
The definition and future of noncommercial
Commemorating 20 years of open source successes in building awareness and ado...
 
SFScon17 - Simon Phipps: "The Third Decade of Open Source: What Does It Promi...
SFScon18 - Simon Phipps - Open Source: 15+20=What’s next?
Free Software/Free Culture Collaboration
What’s Driving Open Source (for MyGOSSCon)
How far behind Free Software is Free Culture?
Creative Commons Public Domain Legal Tools and Infrastructure
The definition and future of noncommercial

What's hot (14)

PDF
20 years of open source and... what’s next?
PPT
Semantic Copyright Expression Options
PDF
Software Heritage: Archiving the Free Software Commons for Fun & Profit
PPT
Osp summary
PDF
Open source eu-ict-ipr-clark-2010final
PPT
Creative Commons International
PPT
Introduction to Creative Commons
ODP
Collaboration for Good Futures
PDF
OKF/CC open data licensing presentation at OKCon 2011
PPTX
Open source presentation_v03
ODP
"Opening" the Special Library: Open Source, Open Content, Open Data and More
PDF
BRIF workshop Toulouse 2012 ORCID intro and status update
PDF
ORCID Outreach Meeting dev breakout session
PDF
Creative Commons Version 4.0 and Public Sector Information
20 years of open source and... what’s next?
Semantic Copyright Expression Options
Software Heritage: Archiving the Free Software Commons for Fun & Profit
Osp summary
Open source eu-ict-ipr-clark-2010final
Creative Commons International
Introduction to Creative Commons
Collaboration for Good Futures
OKF/CC open data licensing presentation at OKCon 2011
Open source presentation_v03
"Opening" the Special Library: Open Source, Open Content, Open Data and More
BRIF workshop Toulouse 2012 ORCID intro and status update
ORCID Outreach Meeting dev breakout session
Creative Commons Version 4.0 and Public Sector Information
Ad

Similar to The Third Decade of Open SOurce (20)

PDF
SFScon22 - Simon Phipps - Open Source and Open Standards The Unseen Conflict.pdf
PPT
Open Source & Open Development
PPTX
Open Source And the Internet Of Things
PDF
Exploring Open Source Licensing
PDF
IrmaBorst
ODP
Fundamentals of Free and Open Source Software
PPT
Introduction To Open Source Licensing
PPTX
How Open is Open Intellectual Property?
PDF
Linksvayer
PDF
OPS_Unit-1--Open Source Demystifying.pdf
PDF
FrOSCon: The business value of open source
PPT
Session 2 - Libraries and Open Source
PPT
Asf icfoss-mentoring
ODP
A Social History of Free and Open Source Software
PPT
Sucess of Open Source - Steven Weber (Book Review)
PPTX
Introduction To Open Source
PDF
FOSS Intro
PPT
Open source software vs proprietary software
PPT
Go open2010 sde_20100417
PDF
OpenSourceThinkTank2006_FinalReport
SFScon22 - Simon Phipps - Open Source and Open Standards The Unseen Conflict.pdf
Open Source & Open Development
Open Source And the Internet Of Things
Exploring Open Source Licensing
IrmaBorst
Fundamentals of Free and Open Source Software
Introduction To Open Source Licensing
How Open is Open Intellectual Property?
Linksvayer
OPS_Unit-1--Open Source Demystifying.pdf
FrOSCon: The business value of open source
Session 2 - Libraries and Open Source
Asf icfoss-mentoring
A Social History of Free and Open Source Software
Sucess of Open Source - Steven Weber (Book Review)
Introduction To Open Source
FOSS Intro
Open source software vs proprietary software
Go open2010 sde_20100417
OpenSourceThinkTank2006_FinalReport
Ad

Recently uploaded (20)

PPTX
Human-Computer Interaction for Lecture 2
PDF
Odoo Construction Management System by CandidRoot
PPTX
Viber For Windows 25.7.1 Crack + Serial Keygen
PPTX
Folder Lock 10.1.9 Crack With Serial Key
PPTX
Lesson-3-Operation-System-Support.pptx-I
PPTX
Human-Computer Interaction for Lecture 1
PPTX
Plex Media Server 1.28.2.6151 With Crac5 2022 Free .
PPTX
Bandicam Screen Recorder 8.2.1 Build 2529 Crack
PPTX
ROI from Efficient Content & Campaign Management in the Digital Media Industry
PPTX
Chapter_05_System Modeling for software engineering
PPT
3.Software Design for software engineering
PPTX
Why 2025 Is the Best Year to Hire Software Developers in India
PDF
Crypto Loss And Recovery Guide By Expert Recovery Agency.
PPTX
WJQSJXNAZJVCVSAXJHBZKSJXKJKXJSBHJBJEHHJB
PDF
Module 1 - Introduction to Generative AI.pdf
PPTX
Foundations of Marketo Engage: Nurturing
PDF
CapCut PRO for PC Crack New Download (Fully Activated 2025)
PDF
Understanding the Need for Systemic Change in Open Source Through Intersectio...
PPTX
Chapter 1 - Transaction Processing and Mgt.pptx
PDF
Building an Inclusive Web Accessibility Made Simple with Accessibility Analyzer
Human-Computer Interaction for Lecture 2
Odoo Construction Management System by CandidRoot
Viber For Windows 25.7.1 Crack + Serial Keygen
Folder Lock 10.1.9 Crack With Serial Key
Lesson-3-Operation-System-Support.pptx-I
Human-Computer Interaction for Lecture 1
Plex Media Server 1.28.2.6151 With Crac5 2022 Free .
Bandicam Screen Recorder 8.2.1 Build 2529 Crack
ROI from Efficient Content & Campaign Management in the Digital Media Industry
Chapter_05_System Modeling for software engineering
3.Software Design for software engineering
Why 2025 Is the Best Year to Hire Software Developers in India
Crypto Loss And Recovery Guide By Expert Recovery Agency.
WJQSJXNAZJVCVSAXJHBZKSJXKJKXJSBHJBJEHHJB
Module 1 - Introduction to Generative AI.pdf
Foundations of Marketo Engage: Nurturing
CapCut PRO for PC Crack New Download (Fully Activated 2025)
Understanding the Need for Systemic Change in Open Source Through Intersectio...
Chapter 1 - Transaction Processing and Mgt.pptx
Building an Inclusive Web Accessibility Made Simple with Accessibility Analyzer

The Third Decade of Open SOurce

  • 1. Open Source: The Third Decade February 3, 2018 - FOSDEM, Brussels Simon Phipps, [email protected] · https://opensource.org
  • 2. Origins Before Open Source Open Source Is Free Software
  • 5. Open Source Is 20 Years Old “Open Source” is the proper name of a campaign to promote the pre-existing concept of Free Software to business, and to certify licenses to a rule set. Christine Peterson … suggested “Open Source” as a way to promote Free Software without the stigma of “free” in the English language. Bruce Perens1 , Co-Founder of the Open Source Initiative 1: https://perens.com/2017/09/26/on-usage-of-the-phrase-open-source/
  • 7. Open Source let software users and developers advance software freedom at work as well as in private
  • 8. The First Decade Upstart Advocacy Open Source Licensing Open Source Business Models Open Source 1998-2008 Advocacy & Controversy
  • 9. Open Source Initiative OSI is the steward of the Open Source Definition and the community-recognized body for reviewing and approving open source licenses. The Open Source Initiative (OSI) is a non-profit corporation, founded in 1998 with global scope, formed to educate about and advocate for the benefits of open source and to build bridges among different constituencies in the open source community. Open source enables a development method for software that harnesses the power of distributed peer review and transparency of process. The promise of open source is higher quality, better reliability, greater flexibility, lower cost, and an end to predatory vendor lock-in. ®
  • 10. Decade One Timeline - Advocacy & Controversy 1998 Term coined as rebrand for software freedom; OSI formed 1999 Open Source Definition published: licenses standardised 2000 Most open source is a proprietary replacement 2001 “Linux is a cancer” - Microsoft1 2002 Rush of new licenses 2003 SCO sues IBM over Linux2 2004 Last of Microsoft’s “Halloween Documents” 2005 Unix now open source (Sun Solaris) 2006 Open Standards Requirement (OSR) published 2007 Java now open source 2008 Most CIOs understand open source as a benefit
  • 11. What Made Open Source Licensing Succeed? ● Crystallization of Consensus ● Multilateral vs Unilateral ● Creating Safe Spaces
  • 12. Crystallization of Consensus ● The License Review Process triggered business adoption of open source ● OSI is not “King” - it is “Speaker of the House” ● Open discussion leads to license improvement ● Approval consensus then crystallized via OSI Board approval
  • 13. “A license describes the environment for a business relationship” Corporate Lawyer Bilateral?
  • 14. "Licenses are constitutions for communities" Eben Moglen Multilateral!
  • 15. Open source licenses are the multilateral consensus of the permissions and norms for a community
  • 16. Creating Safe Spaces ● Mitigating Control Points ● Business model isolation ● Code for the unknown others
  • 18. Open Source Business Models ● Old Stuff In A New Box ● New Stuff In An Old Box ● Monetising service ● Assembling complex systems
  • 20. The Second Decade Broad Enterprise Adoption Software Patents GPL Enforcement Open Source 2008-2018 Adoption & Ascendancy
  • 21. Decade Two - Adoption & Ascendancy 2008 Most open source is “hidden” infrastructure : 2011 Open source enabling web service business wave : 2013 Open source powering cloud/container revolution : 2015 “Microsoft Linux” : 2017 Open source at the heart of most new software
  • 22. Breaking The Safe Space Patents break the safe space on which open source depends: ● Developers must seek permission before innovating ○ … for royalties on inbound patents ○ … for inadvertently licensing outbound patents ● Developers mistrust the motivations of others ● Developers avoid standards where patents may apply (FRAND)
  • 23. Use Modern Open Source Licenses ● Old licenses have no explicit patent treatment ○ Example: BSD ● Possible implied license inadequate for certainty ● New use of BSD etc may signal reservation of royalty claim and/or right to sue
  • 24. SEP & FRAND The problem was not in fact settled in Decade Two. The wireless industry and the technology industry have different standardisation models: ● Wireless industry specifies, bids solutions, standardises best of breed, recovers cost through patent licensing ● ICT industry implements, competes, commoditises, standardises royalty free to harmonise These are orthogonal! Conflict is inevitable and emerging.
  • 26. Compliance ● The copyright license is only valid if you comply with its conditions ● License violators are pirates ● Reciprocity is not the only compliance requirement ● Attribution is also required for a valid license in some cases ● Attribution compliance will be a big deal this decade
  • 29. Open Source's Real Value ● Innovate without needing to ask first ● Start where others reached ● Stay in control of your own resources ● Share upkeep of your innovation ● Influence global ecosystems ● Be protected from others doing the same ● All derived from software freedom
  • 31. Permissionless1 Cloud Scaling Flexibility 1: i.e. there was no need to ask permission; it was granted in advance
  • 33. The Third Decade Open Source 2018-2028 Assimilation & Authenticity
  • 34. The OSI Affiliate Program allows non-profit and not-for-profit organizations to become OSI members. Affiliate membership is an ideal way for open source projects and the communities that support them to support the mission of the OSI and contribute to the continued awareness and adoption of open source software. Affiliate Membership A “who’s who” of open source communities
  • 36. 3rd Decade Predictions 1. Change of community styles 2. End of single-project companies 3. Licensing stabilisation & consolidation 4. Rediscovery of software freedom 5. New applications for OSI’s Crystallisation of Consensus
  • 37. 1. Community Styles First decade: enthusiasts & interest-focussed projects Second decade: professional specialists in charities Third decade: professional generalists in consortia
  • 38. > Create Cultures Of Contribution ● Contribution leverages all IP for growth & innovation, not just what’s licensable ● Contribution results in others maintaining your innovation, freeing you for more ● Contribution seeds the innovation of others, allowing you to benefit from those not on your team
  • 39. 2. Single Project Companies First decade: “Open Source Business Models” Second decade: Release-train vs release-when-ready Third decade: Differentiation by managing complexity
  • 40. > Complex assembly of simple parts
  • 41. > Complex assembly of simple parts
  • 42. > Complex assembly of simple parts
  • 43. > Complex assembly of simple parts The know-how to put it together, make it work at scale and keep it working is today’s open source monetizable advantage.
  • 44. 3. License Consolidation First decade: Everyone wants a license of their own Second decade: Reciprocity compliance is the problem Third decade: Attribution is the problem too
  • 45. > Automate & Accumulate
  • 46. > Automate & Accumulate ● Accumulate author acknowledgement history (BSD, MIT etc) as well as ensuring GPL compliance ● Add continuous compliance to continuous integration. ● Use only OSI-approved licenses
  • 47. 4. Rediscovery of software freedom First decade: Open source as amoral methodology Second decade: Open source as pragmatism Third decade: Ethical compass solves new applications of open source (cloud, containers, coins) Or B: repeat all the old mistakes...
  • 48. 5. New Roles for OSI Crystallising consensus... First decade: ...on licenses Second decade: ...against licenses Third decade: ...on communities and authenticity
  • 49. > Join (c)(3)s as well as (c)(6)s ● “Trade Associations” like Linux Foundation and OpenStack are the new normal ● But open source relies on the community charities like OSI, FSF and Software Freedom Conservancy too ● So please remember to support and promote them!
  • 50. Third Decade Lifestyle > Create Cultures Of Contribution > Complex assembly of simple parts > Compliance: Automate & Accumulate > Cherish Software Freedom > Cultivate (c)(3)s as well as (c)(6)s
  • 51. Conclusions ● Software freedom remains the essential core of software projects that succeed. ● The future of open source is the future of software freedom. What unites us must overshadow differences if we are to avoid its abridgement. ● The third decade of open source needs those who have done to pass on experience to those who will do. ● And of course! https://opensource.org/join
  • 53. OSI Birthday photo page 57 by Patrick Masson, used with permission Contact e-mail: [email protected] © 2018, Simon Phipps Licensed under Creative Commons CC-BY-SA-4.0