Open Source and Open Standards. Jim Zemlin June 11, 2015
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1 Open Source and Open Standards Jim Zemlin June 11, 2015
2 HortonWorks $1B IPO
3 Cloudera: 100% Growth $4.7 Billion Valuation
4 Docker: $1B Valuation
5 Microsoft loves Linux. Microsoft CEO Satya Nadella
6 Open Sourcing Is No Longer Optional, Not Even for Apple.
7 IT Infrastructure Has Changed
8 Open Source Projects Defining Stack Segments IaaS# PaaS# OS#For#Cloud# Workloads# Containers# Database# Networking# Orchestra=on# IoT#
9
10 Open Source projects are the roads and bridges of the internet
11 Open source now creates billions of dollars of value and touches all of our lives
12 The nature of pan industry collaboration is changing Standards( Se*ng( Open(Source(
13 What(is( Open(Source? (! Strictly(speaking,(so;ware(code(in(human(readable(form((in(comparison(to(machineA readable(object(code)(! Generically,(a(collaboraEve(development(technique,(usually(open(to(anyone(to( parecipate(in(for(free(! Most(o;en(used(to(develop(so;ware,(but(can(also(be(hardware((or(anything(else)(! Results(in(a(usable(product(rather(than(a(design(! The(deliverable(is(usually(available(for(free(! ExcepEon:(in(the(case(of(hardware,(the(architecture(would(be(free,(and(an( implementaeon((if(available)(would(o;en(be(available(at(or(near(cost((
14 What(is( Open(Source? (! Can(be(as(small(as(a(few(lines(of(code(or(a(single(funcEon(or( module(! Can(be(millions(of(lines(of(code((e.g.,(the(Linux(kernel)(! Many(examples(of(dominant(code((e.g.,(the(LAMP(stack(running( Web(servers)(
15 How(is(Open(Source(Developed?(! Many(models,(depending(on(objecEves:(! Hosted(at(a( forge (like(github( (provides(technical(development( plavorm((i.e.,(version(control,(wiki,(etc.)(for(free(! Hosted(by(an(exisEng(foundaEon(like(the(Linux(FoundaEon(! Incorporated(as(a(stand(alone(enEty((usually(with(outsourced( management)(
16 How(is(Open(Source(Developed?(! ParEcipaEon(and(technical(governance(are(usually(based(on(a( meritocracy(approach((! Funded(projects(may(have(a(Board(of(Directors(consEtuted(in(a( manner(typical(of(a(consoreum(! Funded(projects(may(also(have(mulEAEer(memberships(with( ascending(rights(! Elite(projects(maintain(a(strict(separaEon(between(Board(and( Technical(Steering(CommiZee((TSB)(
17 How(are(IPR(Managed?(! Code(is(available(for(free(! Project(may(be(subject(to(contribuEon(and(licensing(rules,(or(there(may(be(no( rules(at(all(! If(there(is(a(user(license,(the(terms(can(vary(widely,(from(almost(minimal( ( permissive )(to(significant(( copyle; )(! Copyright(in(each(code(contribuEon(may(be(conveyed(to(the(project,(or(retained( by(the(owner(! Patent(rules(for(contributors(and(users(can(vary(widely(
18 Open Source vs. Open Standards! There is a built in tension between the two approaches! Open standards provide value only if everyone complies with the standard! IPR commitments are limited to compliant implementations! Copyright applies only to standards, not to implementations! Participants are subject to explicit IPR policies and obligations
19 Open Source vs. Open Standards! Open source software derives its value from allowing anyone to change it! May or may not be contribution agreements! Many participants may be subject to non-member inventions agreements or work for hire obligations! Patents are often not addressed at all! Copyright applies to the deliverable itself! Commercializing software under restrictive licenses can impose IPR and code-contributions on non-members
20 Open(Source(vs.(Open(Standards(! BUT:(! Open(source(so;ware(needs(to(implement(standards((! RAND(commitments(can(cause(problems(under( Copyle; (licenses(! Many(consorEa(have(adapted(their(IPR(policies(to(deal(with(this(! Standards(someEmes(now(include(actual(code,(which(is(not(contemplated(by(the( IPR(policies(under(which(the(standards(were(developed(
21 Open(Source(vs.(Open(Standards(! Why(a(new(breed(of(open(source(projects?(! CollaboraEon(objecEves(are(becoming(more(ambiEous(and(challenging(! Standards(organizaEons(are(sEll(largely( stove(piped (! Time(to(market(constraints(are(significant(! Middleware(can(be(commodiEzed(in(order(to(facilitate(creaEon(of(new( markets((! Many(companies(think(an(open(source(approach(can(lead(to(a(more( saesfactory(result(
22 ContrasEng(approaches(! Open(standards(approach:(! Form(a(new(foundaEon(to(create(a(framework(of(standards(directed(at(a( specific(use(case(s):(exp:(dlna(! Populate(framework(with(appropriate(standards(! IdenEfy(gaps(where(standards(are(needed(! Establish(liaisons(with(appropriate(SSOs(! Vendors(then(build(all(the(so;ware(individually,(from(the(ground(up((or(the( consoreum(may(also(create(a(reference(implementaeon)(! Standards(may(or(may(not(enable( plug(and(play (interoperability(! Plugfests,(cerEficaEon(programs(follow(
23 ContrasEng(approaches(! Open(Source(approach:(! (Form(a(new(consorEum(to(develop(code(for(so;ware(that(addresses(a(specific(use( case(s)(! Incorporates(appropriate(standards(! May(also(create(code(for(APIs(! May(also(release(specificaEons(for(APIs(! May(also(idenEfy(gaps(where(standards(are(needed(! Establish(liaisons(with(appropriate(open(source(foundaEons(and(SSOs(! Vendors(then(build(on(top(of(the(common(open(source(plaVorm(! CerEficaEon(program(may(follow(
24 Current(example:(the(IoT(! A(large(array(of(organizaEons(have(been(formed,(including:(! The(Thread(Group((Google,(ARM,(Samsung):(lowApower(mesh(network(protocols(based(on( exiseng(standards(other(than(wifi,(bluetooth(! OpenInterconnect(ConsorEum((Intel,(Samsung,(Dell):(wireless(connecEvity(standards(based( on(wifi,(bluetooth,(etc.;(open(source(reference(implementaeon(to(follow(! AllSeen(Alliance((Qualcomm,(Cisco,(Microso;;(hosted(by(Linux(FoundaEon):(open(source( plavorm;(will(do(apis(in(code(and(specificaeon(form(! Hypercat((UK(based;(IBM,(ARM,(BT):(standards(for( thin (interoperability(layer(to(allow( queries(between(devices(and(hubs(! Industrial(Internet(ConsorEum((OMG(hosted;(IBM,(Intel,(AT&T,(GE,(Cisco):(apps(for( commercial(se*ngs(! onem2m((muleple(ssos)(standards(framework(for(communicaeon(and(services(in(broad(array( of(market(se*ngs(
25 Convergence(Benefits:(! Provides(a(new(approach(to(solve(complex(problems(! Broadens(opportuniEes(for(innovaEon(! Able(to(address(crossAsectoral(challenges(! Provides(a(faster(Eme(to(market(soluEon(! Lowers(perAparEcipant(development(costs(! Reduces(risk(of(lock(in((
26 What does this mean to ICT consumers? 26
27 It is the Combination of Open Source and Open Standards Provide the best Lock-in Defense
28 Moving to Strategic Use of Open Source 80% OSS 29% Average * Best in class * Source: Gartner Group
29 Moving to Strategic Use of Open Source Value Add 80% OSS 29% Average * Best in class * Source: Gartner Group
30 Open Source R&D Management Requires New Skills Strategic(Analysis( Choosing(best(open(source(projects(to(meet(goals( License(review(boards( What(code(to(share(and(what(code(to(keep( Intellectual(Property( Open(Source(License(Management( ContribuEon(Agreements( Trademark(Licensing( Development(Process( Social(coding(style:(GIT,( ,(IRC,(etc.( Project(governance:(contribuEon,(maintainers,(etc.( Business(Process( Downstream(product(integraEon( Upstream(code(contribuEons( License(compliance( 30
31 Thank you.
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