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

FOSS	
  Founda9ons	
  are	
  essen9al	
  to	
  enabling	
  the	
  
growth	
  of	
  FOSS	
  Projects	
  when	
  companies	
  want	
  
to	
  par9cipate,	
  contribute	
  and	
  adopt.	
  
Two	
  Ra0os	
  


     ~20	
  LoC/day	
  
1	
  bug	
  :	
  1000	
  LoC	
  
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.	
  
The	
  Economics	
  of	
  Shared	
  Development	
  
The	
  Economics	
  of	
  Companies	
  Collabora0ng	
  
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.	
  
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	
  
Neutrality	
  and	
  Ownership	
  

“There	
  appears	
  to	
  be	
  a	
  glass	
  ceiling	
  for	
  single	
  
vendor	
  projects	
  prohibi9ng	
  their	
  growth	
  from	
  
the	
  Large	
  category	
  upwards.	
  ”	
  	
  
  	
   	
   	
   	
   	
   	
   	
   	
   	
   	
   	
  —	
  Henrik	
  Ingo	
  
What	
  is	
  a	
  FOSS	
  Founda0on?	
  

Founda9ons	
  are	
  non-­‐profits*	
  that	
  provide:	
  
                    Legal	
  Structure	
  
                  Business	
  Opera9ons	
  
                   Technical	
  Services	
  




                                      *	
  But	
  they	
  are	
  s9ll	
  businesses	
  
Founda0ons	
  




            *	
  But	
  they	
  are	
  s9ll	
  businesses	
  
Corporate	
  Projects	
  
Corporate	
  Projects	
  




         ?????	
  



          ?????	
  
Why	
  does	
  it	
  maKer?	
  


     Neutrality	
  encourages	
  contribu9on	
  
       Clean	
  IP	
  encourages	
  adop9on	
  
Founda9ons	
  act	
  as	
  community	
  centre-­‐of-­‐gravity	
  
                              	
  
Neutrality	
  Encourages	
  Contribu0on	
  
                (Inbound)	
  
Neutrality	
  and	
  Ownership	
  

•  Successful	
  Projects	
  Grow	
  and	
  Evolve	
  un9l	
  …	
  
    –  Apache	
  SoIware	
  Founda9on	
  
    –  OSDL/Linux	
  Founda9on	
  
    –  Eclipse	
  Founda9on	
  
Clean	
  IP	
  Encourages	
  Adop0on	
  
               (Outbound)	
  
Legal	
  Structures	
  are	
  Important	
  


•      License	
  (inbound/outbound)	
  
•      Assignments	
  and	
  Contribu9on	
  Licenses	
  	
  
•      Provenance	
  tracking	
  
•      Liability	
  and	
  risk	
  management	
  
•      CommiWer	
  indemnifica9on	
  
	
  
Founda0on	
  as	
  Community	
  Centre-­‐of-­‐Gravity	
  
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.)	
  
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	
  
Ques0ons?	
  

                        Stephen	
  R.	
  Walli	
  
        Technical	
  Director,	
  Outercurve	
  Founda9on	
  
               hWp://www.outercurve.org	
  
                     swalli@outercurve.org	
  
hWp://stephesblog.blogs.com	
  	
  (Once	
  More	
  unto	
  the	
  Breach)	
  
    hWp://www.networkworld.com/community/walli	
  
                        @stephenrwalli	
  

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The Rise and Evolution of the Open Source Software Foundation

  • 1. The  Rise  and  Evolu0on  of  the  Open   Source  So8ware  Founda0on   EOLA  2012   Stephen  R.  Walli   October  2012  
  • 2. The  Thesis   FOSS  Founda9ons  are  essen9al  to  enabling  the   growth  of  FOSS  Projects  when  companies  want   to  par9cipate,  contribute  and  adopt.  
  • 3. Two  Ra0os   ~20  LoC/day   1  bug  :  1000  LoC  
  • 4. 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.  
  • 5. The  Economics  of  Shared  Development  
  • 6. The  Economics  of  Companies  Collabora0ng  
  • 7. 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.  
  • 8. 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  
  • 9. Neutrality  and  Ownership   “There  appears  to  be  a  glass  ceiling  for  single   vendor  projects  prohibi9ng  their  growth  from   the  Large  category  upwards.  ”                          —  Henrik  Ingo  
  • 10. What  is  a  FOSS  Founda0on?   Founda9ons  are  non-­‐profits*  that  provide:   Legal  Structure   Business  Opera9ons   Technical  Services   *  But  they  are  s9ll  businesses  
  • 11. Founda0ons   *  But  they  are  s9ll  businesses  
  • 13. Corporate  Projects   ?????   ?????  
  • 14. Why  does  it  maKer?   Neutrality  encourages  contribu9on   Clean  IP  encourages  adop9on   Founda9ons  act  as  community  centre-­‐of-­‐gravity    
  • 16. Neutrality  and  Ownership   •  Successful  Projects  Grow  and  Evolve  un9l  …   –  Apache  SoIware  Founda9on   –  OSDL/Linux  Founda9on   –  Eclipse  Founda9on  
  • 17. Clean  IP  Encourages  Adop0on   (Outbound)  
  • 18. Legal  Structures  are  Important   •  License  (inbound/outbound)   •  Assignments  and  Contribu9on  Licenses     •  Provenance  tracking   •  Liability  and  risk  management   •  CommiWer  indemnifica9on    
  • 19. Founda0on  as  Community  Centre-­‐of-­‐Gravity  
  • 20. 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.)  
  • 21. 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  
  • 22. Ques0ons?   Stephen  R.  Walli   Technical  Director,  Outercurve  Founda9on   hWp://www.outercurve.org   swalli@outercurve.org   hWp://stephesblog.blogs.com    (Once  More  unto  the  Breach)   hWp://www.networkworld.com/community/walli   @stephenrwalli