01 October 2008

Building an Effective Commercial Open Source Strategy

Initmarketing partners Sandro Groganz and Roberto Galoppini taught a day long workshop entitled "Building an Effective Commercial Open Source Strategy" in Berlin at the Open Source in Mobile conference. I was unfortunately unable to attend (and I love Berlin), but I contributed to the materials. It is essentially our combined experience and expertise wrapped up into a one day how-to seminar.

Roberto has posted a great summary of his presentation on his blog.

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29 July 2008

OSCON 2008: Open Source Software Economics, Standards, and IP in One Lesson

I was fortunate enough to give a talk at OSCON 2008 in Portland. I realized on Tuesday (the day before the talk) that my business tutorial slides that I normally use as a level set when consulting were just NOT going to cut it. Here are the OSCON slides:


12 March 2008

Brad Smith Keynotes the Open Source Business Conference (OSBC)

Brad Smith photo

[Updated (1-Apr-2008 21:37): I posted follow-up commentary in a separate post.

[Updated (12-Mar-2008 13:20): My apologies — Matt Asay points out that there will be a 30 minute slot for questions from the audience after the panel has had 30 minutes. I would still encourage we begin the tuning and discussion early: What would YOU ask Brad Smith at OSBC?]

We're just a couple weeks away from this year's Open Source Business Conference (OSBC) in San Francisco. Brad Smith, general counsel for Microsoft, is the closing keynote on the first day. This speaking slot has previously been filled by the likes of Clayton Christensen, Geoffrey Moore, and Lawrence Lessig, and each of these gentlemen have given us deep talks that have forced one to think about open source in the world at large from an economics, business, and legal perspective. Mr. Smith has large shoes to fill, and this worries me.

You see Mr. Smith is a corporate executive, and most execs (with a few notable exceptions like Mårten Mickos) feel compelled to "pitch the company." Mr. Smith is a lawyer (and general counsel to boot) so language is his oeuvre. We've seen Brad Smith's pitches before now. Here's what I hope we don't see at OSBC:

  • A rehash of last's months announcement about how "open" Microsoft is. It is indeed a historical moment for Microsoft, publishing protocol specifications that were previously secret and offering generous patent licensing terms regardless of their motivation. The non-commercial restriction on the open source patent covenant makes it a non-starter. It demonstrates either remarkable naïveté of how the open source world works, or it's a deliberate snub. Either way it's irrelevant and not appropriate for this audience.
  • Yet another lecture on how important patents are, the need to get a return on your innovation investment, or that the open source community wants special IP rules. We value IP. We don't want special rules. We understand the patent system and as software business people we often choose different IP tools by the necessity of our size. We also see the likes of most other large vendors sophisticated use of their asset portfolios. Most of us think US$40B per year is a pretty good return on investment. We've all asked to be told which of your patent claims you think we're infringing, so we can fix it. Microsoft is either in the room playing well with the rest of us or it's not. But don't pretend to play. That's boring and transparent. (The wrong sort of transparent.)
  • More declarations on patent licensing innovation with Novell, Xandros, et al. Those are business cross licenses. Really. Move on. You're being lapped by the likes of IBM, Sun, and Oracle with respect to business innovation and open source.

So let's turn it around. What GREAT things could Mr. Smith announce to demonstrate that the Microsoft executive team gets open source software and they actually want to engage? What property or asset could they liberally share into a collaborative development community (that includes businesses), instead of publishing yet more licenses or making positioning statements? In essence, what could they DO. How about:

  • Announce the release of the Sharepoint software base as open source software. Let the world know you will be genuinely exploring the revenue streams of support/maintenance/network in the context of this line of business, while encouraging innovation on the platform, and encouraging a community engagement unlike others in the Microsoft world.
  • If he wants to talk about patents, then back up the earlier CIFS/Samba announcements with unrestricted patent covenants to any patents required, and scope the covenant to implementing CIFS. This seems a reasonable way to encourage the community (including businesses) while clearly stating the conditions under which infringement will not be tolerated outside of CIFS implementations.

At the end of the keynote, questions have been limited to a distinguished panel consisting of Stephen O'Grady (Redmonk), James Bottomly (SteelEye CTO), Mark Shuttleworth (Ubuntu/Canonical), and Andy Updegrove (Gesmer Updegrove). I started to think about what I would want to ask and came up with the following:

Question: If you have the list of patents whose claims you believe are infringed by Linux, why won't you release it such that the community can deliver on its statement that they will fix the infringements?

Rationale: Regardless of how some people in the free and open source community feel about software patents, we all understand that it is the legal system we have in place. We all understand that changing that system is a different discussion. The community deeply respects intellectual property. The entire free and open source licensing space is based on strong IP law. People want to fix infringed claims. But we can't fix what you won't share.

Question: Why doesn't Microsoft share more software under open source licenses?

Rationale: Microsoft has a wealth of software assets that are not products. So take the discussion of "not a business model we can embrace" off the table. Microsoft has been "studying" open source and "learning" from open source for almost a decade. No one is suggesting the release of the Windows or Office software base. Why have so few small experiments been done?

But we live in the Internet age. I would love to hear what other ideas and questions people have. So here's a web site that will allow you to enter your questions and ideas, and vote on the others already in place: "What would YOU ask Brad Smith at OSBC?"

Thanks to Sandro Groganz for putting the survey site together so quickly once I asked.


28 February 2008

EclipseCon 2008 Open Source Software Business Track

Donald Smith has a dilemma. Over the years, EclipseCon has built a premier event for the Eclipse development community. With the success of the Eclipse Foundation, and the growth of the number of businesses built around and upon the Eclipse technology base, the Foundation has been building out the business track at EclipseCon as well. And herein lies Donald's dilemma — no one knows about the business track.

This year promises to be better than ever. Brent Williams is returning. (Last year at EclipseCon Brent gave what I believe to be the best talk on software businesses ever.) R0ml is returning. Donald outlines highlights of the business track in a blog post here. The full schedule and registration site is here.

If you're doing anything from a business perspective with Eclipse, whether building tools or contributing to the technology base, EclipseCon is the place to be.

EclipseCon 2008


18 January 2008

GOSCON Discussion on Open Document Formats

Deb Bryant is blogging, which is great news. Deb is of course the creator and executive director of the Government Open Source Conference (GOSCON) that is held each year in Portland, OR.

The closing session of last Fall's conference was an executive panel on open document formats that included representatives from Sun, Microsoft, IBM, and Adobe. Deb's latest post points to the video of the panel, as well as the ongoing GOSCON forum discussion between the panellists. If you're interested in either the open document standards debate or government involvement in free and open source software, I would encourage you to have a read.

GOSCON Open Document Format Panel


05 November 2007

My China FOO Presentation (一起建桥梁)

Update [2007-11-11, 21:14]: The slides are here (PDF 416.8K)

This Friday (9 November) marks the first China FOO event in Beijing. O'Reilly Media is gearing up for the event and I've confidence it will be a huge success. I was invited, but unfortunately I'm not able to go. I was even going to be brave and attempt to give a lightening talk demonstrating how poor my Chinese is! But then I realized I could contribute regardless.

Lightening talks are constrained to five minutes, but I've cheated here. I worry that when you deal with a multilingual environment, one has to allow for people's internal translation rates. And I've of course tried to cover too much ground. In English AND Chinese. To whit:

  • Free and open source software is important to China's future growth. (开放代码软件对中国未来的发展很重要)
  • It will allow China to deliver better software faster.
  • It will allow China to build better companies more quickly.
BUT ...
  • Language defines culture. (语言创造文化)
  • Our community cultures are different, and we need to understand each other's cultures to build the relationships to allow us to build a bigger community.
All in eight minutes. With examples.

I'm not entirely happy with the audio over the slides. (My apologies.) This was a first exploration with Keynote, iMovie, my old G4 laptop and a video camera. I have some ideas for next time. Heart felt thanks to Jethro Cramp in Beijing for all his help with the Chinese translation. I've been learning Chinese, but the vocabulary needed was a little beyond my current state. All mispronunciations are obviously mine.

If you prefer Google Video to YouTube, you can find the presentation here.

谢谢你


07 September 2007

Free and Open Source Software Licensing Presentations (including GPLv3)

Haislmaier_Jason_Web.jpg I've recently listened to an excellent presentation on free and open source software from Jason Haislmaier, a partner at Holme, Roberts & Owen in Boulder, Colorado.  His slides are posted on his blog.  He presented the work as a webinar at Matt Asay's (Alfresco) request.  I offered to host Jason's audio through my podcast, and to that end I have broken it into 3 parts:

  • Episode 02 - Free and Open Source Licensing (Part 1) [29:05]
  • Episode 03 - Free and Open Source Licensing (Part 2) [40:05]
  • Episode 04 - Free and Open Source Licensing (Q&A)    [26:25]

[If you're an iTunes fan, you can find the podcast feed via the iTunes store as well.  Search for "Stephen Walli" in Podcasts.]

mradclif.jpg

Mark Radcliffe from DLA Piper LLC also recently published a presentation that is a great introduction to free and open source software in general, and the GPL Version 3 (GPLv3) in particular.  The early presentation is pretty straight forward introductory level material, but around 34:00 [slide 12] he begins the discussion on GPLv3.  Mark led one of the committees (Committee C) that helped develop GPLv3 so it's a great perspective.  Instructions to get to the slides and audio are available on Mark's blog

If you're interested in legal issues and free and open source software, both gentlemen bring great experience and perspective to the issues through there blogs. 


07 June 2007

OSBC 2007: Mårten Mickos Keynote

MartenMickosKeynote.JPG

Mårten Mickos invariable gives great keynotes.  This year's keynote at the Open Source Business Conference in San Francisco, "Why Freedom Makes a Better Business Model" (PDF 220K), was no different.

The joy of a Mickos keynote is that he actually wants to educate the audience, sharing his experience, and realizes that the audience didn't come to hear a sponsoring company product pitch.  (There is exactly one slide in the deck where he talks directly about a new offering from MySQL, BUT he does it in the context of how the company is exploring the business model.)  Mårten shares his experiences and observations from MySQL around freedom as a business enabler, innovation, the network effects enabled by using free software as part of the business model, as well as the challenges.   All in 22 short slides that mostly stand on their own.  Enjoy!

[If someone knows of a recording of the talk online, please send the link along.]


25 April 2007

COSS.fi and the Verso Open Source Business Programme

I spoke at the Verso Open Source Business Programme last Thursday in Helsinki, Finland.  The programme is organized by the Finnish Center for Open Source Software (COSS), with partners Verso, Finpro, and Tekes.  It provides seminar days regularly to hear presentations on using open source software, open content, standards, etc. in new innovation opportunities in Finnish high tech businesses.  They have a great track record of getting good speakers.  Matt Asay presented this week as well, and Bob Sutor (IBM), and Chris DiBona (Google) have been past speakers.  (The programme is also planning a trip for a group of people to this year's Open Source Business Conference in San Francisco in May.) 

Matt gave a great presentation.  It is similar to his talk from OSCON last Summer, but updated with 8 more months of experience and expertise driving Alfresco's business in the U.S. His slides are here

My presentation slides are here.  While some of it will look the same to regular readers of this column, I spent a long time talking about Core, Complement, and Context as well.

MattiandSRW.JPG

Matti Saastamoinen (programme project manager) and I


02 April 2007

China Open Source Software Summit, Beijing

[srw — There are a collection of links to presentations, blogs, and photos at the end of this post.  Please don't hesitate to forward other links as you find them (regardless of language), and I'll add them to the lists.  Thanks.  (Updated lists 7-Apr-2007, 16:36, and again 26-Apr-2007, 13:16)]

www.flickr.com

stephenrwalli's Beijing Open Source Forum photoset stephenrwalli's Beijing Open Source Forum photoset

It started when a friend organized a meeting in her Beijing offices the last days of January with the conference hosts for the upcoming 2007 Software Innovation Summit.  She had invited the appropriate people from both CoSoft (a government funded organization) and CIO Insight (a Ziff-Davis publication).  After a long discussion in Chinese, she turned to me, "So here's the deal ...."  If I could find a small amount of external sponsorship, they would allow me to organize the speaking agenda for the Open Source Software Forum part of the Summit — a one day affair. 

Part of the reason I was even in Beijing was to determine what it would take to hold a proper open source software conference in China by the end of the year.  In two trips to Beijing in three months I had seen a lot of interest, excitement and energy around open source software. This seemed a good opportunity to start to understand what it would actually take to organize such an event.  I mean really — how hard could it be?  Even if it was just eight weeks until 27 March. 

There was all manner of fun along the way:

  • Chinese New Year "appeared" in the middle of the planning cycle, cutting 10 days out of the time line.  Everyone goes home for at least a week for the Spring Festival.  Welcome to the Year of the Pig! 
  • Most companies can't sponsor anything with eight [short] weeks of notice.
  • That said, I found two sponsors reasonably quickly, but needed one more to be able to actually afford the expenses for me to attend the event I was organizing.  And I found the third!  And I booked my tickets.  And then that sponsor had to bail!  There was a tense 24 hours while I found my second third sponsor.  And this was all under two weeks before I needed to get on a plane.
  • We were also going to have another Open Tuesday event the evening of 27 March.  My co-conspirator (Mikko) was traveling to S. Africa and Spain on other Open Tuesday business for the last two weeks before Beijing, and proceeded to (a.) get really sick on the road, (b.) have his mobile phone stolen, (c.) discover how bad Internet connectivity can be from even good hotels in Johannesburg.   That was one very long 12 days for both of us. 
  • In the last week, the day before one speaker was due to get on a plane, we discovered their business invitation letter to obtain their visa was not appropriate.  That was another tense 24 hour scramble.  (And this was one of the speakers I really really wanted to be there.) 
  • This was my third trip to Beijing in four months, and the first five star hotel where all the front desk staff were uncomfortable in English.  So it was a fun challenge trying to get reservations sorted out, among other small problems.
  • Monday morning, I head downstairs.  I've basically planned on an entire day to sort out whatever needs to be done getting ready for the next day.  My front desk inquiry about "tomorrow's conference" leads me to the catering office, where I was greeted with, "What conference?"   And that was just the start of Monday.  Much of Monday was spent tensely watching the organization unfold without the benefit of a common language to ask questions, and no prior conference organization experience to know what should happen next.  (Prior experience on program committees does not a conference organizer make.) I really need to get a more relaxing hobby. 

Despite a hectic eight weeks, the day came off without a hitch.  It was brilliant!  There were seats for about 100 people, but they brought in probably another 12-20 seats for the overflow.  I had friends in the audience that said the translations were excellent, and the conference attendees all really enjoyed the talks.  (It was much better than they anticipated.)  The conference hosts (CoSoft and CIO Insight) were really pleased.  My speakers all felt they learned a lot from this experience, including a couple of speakers that had already made trips to their own vendor events in Beijing. 

I owe a lot to my friends here. 

  • My sponsors for trusting I could pull it off: Google (Chris Dibona), O'Reilly Radar (Nat Torkington), and the Linux Foundation (Jim Zemlin). 
  • My speakers for taking time out of their busy schedules to travel to Beijing and see first hand what I'm seeing around open source software in China:  Nat Torkington (O'Reilly Radar),  Christophe Bisciglia (Google), Mike Olson (Oracle), Jim Grisanzio (Sun), Taiwen Jiang (XOOPS China),  Mikko Puhakka (Open Tuesday), Calvin Sun (MySQL).  Most of them had to travel a long way to get there. 
  • My friends for their encouragement and support: Anne Stevenson-Yang for getting me involved and cheering me on, Ada Wang (Anne's analyst and my negotiator), Jethro Cramp (running additional air cover for me in Beijing and keeping me sane late at night over his early morning tea).
  • Jing Jing Helles for all her translation work on speaker presentations.  While we had full simultaneous translation in session, the presentations were something we still had to do ourselves.  I wanted the Chinese attendees to have the information in Chinese to carry away. 
  • James Ding was the primary point of contact at CIO Insight.  He made the logistics happen.  It was a great day. 

Here are all the presentations and current translations.  I'm working at getting the audio up as well. 

Blog and news coverage:

Some official Chinese news coverage (in Chinese) based on the CoSoft news item (thanks to D.J.):

meetthepress.JPG

We get to "meet the press" at day's end. L-to-R: Mike Olson, Christophe Bisciglia, Jim Grisanzio, Nat Torkington, Mikko Puhakka.  Taiwen Jiang and I are off camera.