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Open Source Commentary from Navica's CEO, Bernard Golden

February 2007

In This Issue

  • The "Flip Test": What if Open Source Came First?

  • Navica News

The "Flip Test": What if Open Source Came First?

I saw a pretty interesting blog posting on techdirt recently about the relationship between books and ebooks. The writer noted that if you flipped the order in which these two technologies were available, it would give you pause about the true benefits of ebooks. If ebooks were all that was available, and then someone invented the paper-based book, users would note that paper-based books:

  • Are dirt cheap
  • Never run out of power (I once saw someone from MIT’s Media Lab speak on this topic; he opened the book and exclaimed “Look! It’s on!” to much delighted laughter)
  • Don’t require special hardware to access content (and have no DRM, to boot!)
  • Have essentially unlimited usable lives

Given that, wrote the blogger, wouldn’t you expect paper-based books to supersede ebooks?

If you follow the link within the blog posting, it leads to a discussion about the “flip test,” in which the chronological order of two related technologies are flipped to show how the earlier really is better in many ways that the later entrant – books and ebooks as a case in point.

I started mulling this over and, naturally enough, decided to apply it to open source software. However, I decided to perform a bit of an inversion of the flip test; rather than use it to convince myself that open source is better than proprietary software, I thought I would look at the shortcomings of open source that are always being pointed out, and assess how proprietary software addresses those shortcomings. In addition, I wanted to think about other ways those shortcomings might be addressed – if you performed the flip test and imagined that open source was the established player and proprietary software the interloper.

So, what are the common things proclaimed as open source drawbacks? Here is my list, along with a description of how proprietary software addresses the issue, and an imagining of another solution that would integrate with an open source installed base.

Fuzzy intellectual property

One issue often brought up about open source is the fact that its decentralized development methodology and informal project management processes can make it difficult to know for certain that a downstream organization does not expose itself to IP infringement issues.

How does proprietary software solve this problem? Proprietary companies insist on developing every line of code themselves, thereby allowing them to assure their customers that there is no risk of infringement. There’s only one drawback: it’s frighteningly expensive to take on that development burden, and the industry is rife with numerous implementations of similar functionality. In other words, this is an overly-centralized, over-expensive approach to this problem.

How might it be solved in our open source-already-exists-so-how-do-we-fix-it world? Well, to begin with, one might expect that every project would routinely include an avowal of intellectual property ownership (much like what is in place with Linux today) as part of the code check-in process. In fact, SourceForge might integrate a check box avowal into its source code control system. A measure like this would address 98% of all concerns about infringement; after all, isn’t an avowal more or less what we receive today from proprietary vendors – we take them at their word, and never go check for ourselves.

But what about those customers that wanted more than avowal? What if they wanted impartial assurance? Perhaps something like the Underwriters’ Laboratory would come into being, to provide third party testing using a tool from a company like Black Duck or Palamida. For those customers for whom no form of assurance would be sufficient without legal shielding via indemnification, we might expect to see an insurance-like entity step forward and provide indemnification. Rather than the individual product indemnification typical of today (i.e., pretty much every open source company like MySQL offers indemnification for its customers), a blanket approach would be more likely – remember, we’re living in the already-existing cheap open source world, the proposed solution would need to adhere to the low cost ethos of that world, and group insurance is always cheaper than individual.

Open source takes too much work to get installed and configured

One thing you always hear about open source is that it’s only semi-finished – that it’s too much like a tool and too little like an application. Put differently, this complaint says that it requires too much work to get it working properly – and too many IT shops are short-handed and unable to devote the resources to do the necessary work to successfully use open source. This criticism is often framed in this way – open source is only 80% complete, and getting it to 100% makes it less attractive than proprietary software.

Frankly, I’m not particularly convinced about this criticism. It seems to me that plenty of the rest of the software world delivers hard-to-use products. But, if you accept this criticism of open source, what would we see as the ways the problem could be addressed?

The proprietary world currently solves the “last 20%” problem by charging high license fees for the entire 100% of its delivered product and devoting a portion of those fees to improving product integration, making training resources available, and creating a services arm that can be brought in to get their product working properly (this last, by the way, reminds me of the way Detroit used to build cars pre-Deming religion – fixing the problem post-assembly).

So, if open source were everywhere, but was difficult to install, how would that problem be solved?

Well, for one thing, we might expect that established service providers would step forward and offer implementation services. In a sense, we would see system integrators act in a role equivalent to proprietary vendors’ services arms.

It’s odd, but we haven’t really seen any of the large “name” SIs (e.g.., Accenture) create open source practices. I recently talked to one colleague at a well-established commercial open source company and asked about this, and he observed that most large SIs today have one partner who is their “open source guy” and he is trotted into customers to discuss open source – when they demand a conversation about it. However, there is little evidence that the major SIs are making any concerted move into open source, which, on the face of it, is curious, since one would expect them to respond to demand. It’s likely that they are suffering cultural conflict regarding open source; beholden to their proprietary partners, they are unwilling to jump off the gravy train.

However, in a world of primarily open source, those cultural conflicts wouldn’t exist, and SIs would actively seek out implementation projects and compete on open source expertise.

Of course, one might observe that paying SIs repeatedly for one-off implementation projects is repetitive and wasteful (good for the SI, but bad for customers 2 – N, who are paying repeatedly for work already performed once; the same situation exists today, but nobody on the supply side has an incentive to change it, since both software vendor and SI benefit financially from repetitive sales), so why not work to extend the open source product so that it is better suited for simple installation and less customization is necessary?

In an open source-assumptive world, one would expect to see end users demand that their service providers donate the extensions they’ve created on behalf of their customers back to the open source product community; after all, by donating those extensions the customer loses little (they’ve already paid, so it’s a sunk cost), and the mutual donation of code extensions benefits the overall open source ecosystem. Gradually, one would see an accretion of code donations improve individual open source products, with new SI work focused on business-differentiating additions (likely to be kept proprietary by the funding customer) or new, non-differentiating functionality (to be donated as the latest accretive addition to the open source pearl).

Open source is OK for infrastructure, but where are the apps?

Open source is great for infrastructure products, but, thus far, we haven’t seen many open source business applications. And besides, even if open source applications do become widely available, they’re not likely to be able to handle the scale demands of the largest customers. So goes the shibboleth proclaimed by proprietary software vendors and their apologists: analyst firms, too-lazy-to-do-anything-but-print-press-releases technology press outlets, and, worst of all, Stockholm Syndrome-suffering end users who insist they love being held captive by their vendors.

It’s true that the open source world has not, to date, delivered widely-used line-of-business applications. It seems that the “scratch one’s own itch” approach that has worked so well for infrastructure has not transferred to well to applications that require domain expertise in addition to pure engineering talent. Most of the significant initiatives in this area are via venture-funded startups that seem to be Mini-Me copies of the incumbent proprietary vendors; it remains to be seen how well they’ll fare once realistic business expectations for commercial open source companies are confronted, as I wrote about last month.

As noted above, the current solution from the proprietary world is to charge all users, even those with modest application needs, expensive fees that, in part, fund creation of the highly scalable products required by a minority of users. The proprietary vendors justify this by maintaining that, absent the investment enabled by everyone paying high license fees, no large user could afford to self-fund the scalability work it requires. Does this make sense? It’s something like Toyota insisting everyone pay Ferrari prices so that the few drivers that want to take corners at 120 mph have a suitable car available. Worse, the current application world also imposes the need to drive and maintain a Ferrari, even if one’s own needs run more to the fetching-the-dry-cleaning mode of use.

But, what if the world was dominated by open source software, yet was suffering because the dominant open source world wasn’t delivering scalable business applications? How would that problem be solved?

Rather than proprietary vendors attempting to self-develop these Ferrari-like capabilities in their software (and taking forever to do it, as well, as pointed out in this blog posting by Chris Koch), one might expect that the most performance-demanding and vertical functionality-requiring customers would band together with highly capable vendors with deep industry expertise – companies like HP and IBM – to extend existing open source applications to meet those requirements. In other words, the problem would be solved by the application of expense dollars to create shared solutions rather than by the creation of capital-eating, intellectual property-hoarding entities selling proprietary solutions.

What the “Flip Test” tells us

Applying the flip test to understand the world of open source is enormously instructive. It enables us to see which aspects of the current controversy regarding open source are inherent to open source, and which are merely misplaced criticisms based on unexamined assumptions transferred from the currently dominant world of proprietary software.

It’s relatively easy to see that the advantages of proprietary software (which is really what all the criticisms of open source come down to – it’s lacking some aspects of what proprietary software delivers) can be addressed in open source by means other than creating a top-heavy, inflexible, vendor-centric industry. It just takes imagination to recognize that there’s more than one way to skin a cat, and more than one way to marry end user needs with satisfactory software.

Navica News

You can hear me speak at these upcoming events:

February 8, 8:00 a.m.: "Virtualization: The Other Half of the IT Economic Revolution", Motorola Open Source Organization

March 2, 9:00 a.m.: "Open Source and Education", San Jose Education Foundation, San Jose, CA

March 13, 10:00 a.m.: "Open Source ROI: The Real Story", HP Linux Advisory Council, Philadelphia, PA

March 15, 9:00 a.m.: "Open Source and Programmer Productivity", Bureau of Economic Analysis, Department of Commerce, Washington, D.C.

March 20, 1:00 p.m.: "Building an Open Source Business", SDWest, Santa Clara, CA, joint presentation with Bill Weinberg

May 10, 10:00 a.m.: "Open Source Virtualization: Creating an Action Plan", Red Hat Summit, San Diego, CA

If you are interested in having me speak at your organization:

Contact me directly via email.

You might be interested in reading my blog posts at CIO Magazine:

Where "The Long Tail" Falls Short

What CIOs Don't Get About Open Source

By the way, the blog posting I did about "Why CIOs Don't Care About Open Source" got a lot of traffic and many comments that were pretty interesting (and a few that were pretty uncomplimentary -- one person called me an a*********!). If you didn't get a chance to read the blog or the comments, I recommend you take a look:

Why CIOs Don't Care About Open Source


 
 

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