Open source for fun and profit: rethinking the long road of sustainability.

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OSS for Fun and Profit Rethinking the long road to sustainability DDD E a st Midla nds 2021 Tania Allard, PhD (she-her) trallard.dev @ixek

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About me Tania Allard Co director Quansight Labs Director PSF Member of Pyladies Global Council Chair DISC (Diversity in Scientific Computing) Industrial Fellow Alan Turing Institute GDE (Google Developer Expert) Machine Learning All around open source nerd and advocate Mechanical Keyboards aficionada

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1# Brief History Lesson 2# The State of Current Affairs 3# Sustaining OSS 4# Wrapping-Up 3 trallard.dev @ixek Content

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Every day life Open your phone, social media, news, medical records, your credit score, your bank app, your new self driving car. They all have something in common: they are all using (or are built with) free and public software 4 trallard.dev @ixek

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5 Chapter 1 A brief history of free and public software and the people who built it trallard.dev @ixek

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6 Because Free and Open were not always the norm trallard.dev @ixek

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7 MS-Dos was released in 1981, marking the emergence of the commercial licenses. No copies, no distribution, no modification. Precedent This marks the emergence of proprietary software

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8 1983 GNU birth leading to the “free software movement” 1984 Free Software foundation Activism Free software has its roots in social advocacy

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9 Shifting the conversation from politics to technology Technology shift Netscape released The source code Of their browser Leading to the birth of Open Source and the Open Source Initiative

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10 You know what free and open source software are trallard.dev @ixek I did not want to make the assumption that

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The four freedoms 11 0# Run 2# Redistribute 3# Improve The software for any purpose And make copies so you can help your neighbour The programme and release your improvements to the public so the whole community benefits trallard.dev @ixek 1# Study How the programme works https://www.gnu.org/philosophy/free-sw.en.html#four-freedoms

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The four freedoms 12 Free as Beer 🍻 No price tag included (Spanish gratis) trallard.dev @ixek Free as a Bird 🦜 Free software movement (Spanish libre) Free as speech Unfortunately many conflate these two

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Open Source definiton 1. Free Distribution 2. Source Code 3. Derived Works 4. Integrity of the Author’s Source Code 5. No Discrimination Against Groups or Individuals 13 trallard.dev @ixek 6. No Discrimination Against Fields of Endeavour 7. Distribution of License 8. License Must Not Be Specific to a Product 9. License Must Not Restrict Other Software 10.License Must Be Technology Neutral https://opensource.org/osd-annotated

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14 A social unit of people who share common values and mission trallard.dev @ixek Community

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From the book 15 “Open Source is a development methodology; free software is a social movement” Richard Stallman trallard.dev @ixek

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16 Chapter 2 The State of Open Source in 2021 trallard.dev @ixek

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17 FOSS makes it exponentially cheaper and easier to build software Long gone are the days when companies relied only on proprietary software trallard.dev @ixek

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18 FOSS makes it exponentially cheaper and easier to build software Open Source has fuelled the startup boom trallard.dev @ixek

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19 Given us, tech folks, higher bargaining power Move from one company to another? Fine Want better opportunities? Bring your knowledge and expertise with you trallard.dev @ixek

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20 Has the potential to be more stable and secure Theoretically it has many more eyes and hands on, meaning the code should be less vulnerable to security flaws and disruption in service trallard.dev @ixek

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21 Overall increase of FOSS usage and adoption over the last decades 🎉 trallard.dev @ixek Resulting in

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By the numbers 22 GitHub Octoverse 2021 trallard.dev @ixek https://octoverse.github.com/

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By the numbers 23 GitHub Octoverse 2021 trallard.dev @ixek https://octoverse.github.com/

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By the numbers 24 GitHub Octoverse 2021 trallard.dev @ixek https://octoverse.github.com/

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Come 2016 Nadia Eghbal released “Rotes and Bridges” About me 25 trallard.dev @ixek https://www.fordfoundation.org/work/learning/research-reports/roads-and-bridges-the-unseen-labor-behind-our-digital-infrastructure/

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From the book 26 “In a world driven by the technology, we are putting increased demand on those who maintain our digital infrastructure” Nadia Eghbal trallard.dev @ixek

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Companies and orgs for open source funding Mozilla Open Source Support Grants Liberapay Open Collective GitHub Sponsors Linux Foundation Community Bridge CZI EOSS grants 27 trallard.dev @ixek Technologists turned to their comfort zone: build software

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One thing i s not the s ame a s the other 28 Money and sustainability Not the same trallard.dev @ixek

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There is a problem Volunteer burnout Community mismanagement Lack of governance Larger funding needed for critical improvements 29 trallard.dev @ixek But we are trying to solve them with short-term crowdfunding

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An oldie but goodie trallard.dev @ixek https://twitter.com/choldgraf/status/1149670192982700032

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31 FOSS sustainability is a very complex problem Don’t you say trallard.dev @ixek

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FOSS sustainability essentials New-Theme 32 1# Contributing Back 2# Human and Environmental Diversity (Geo, Tools, People) 3# Community Safety trallard.dev @ixek

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33 Chapter 3 Reimagining sustainability trallard.dev @ixek

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34 Calculating the cost of open source sustainability trallard.dev @ixek

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35 Indirect costs trallard.dev @ixek Direct costs

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36 Developing an OSS sustainability strategy (that works for your team) trallard.dev @ixek

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1. Determine what projects are critical or strategically important for your team 37 trallard.dev @ixek

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2. Evaluate the longevity needs of the project and current gaps 38 trallard.dev @ixek

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3. Contribute, listen, engage, participate 39 trallard.dev @ixek

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From the book 40 “Access is not only about being able to read but being able to have a voice and shape the directions, economic models and infrastructure” Juan Pablo Alperin trallard.dev @ixek https://www.force11.org/blog/open-access-inclusion-interview-juan-pablo-alperin

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As a company 41 Administrative support trallard.dev @ixek Fiscal Sponsorship- Corporate programmes Improving relationships between projects and external stakeholders Increasing support of diverse skills sets and non-coding functions

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As an individual 42 Talent trallard.dev @ixek Time Money

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43 Quansight Labs is a non profit division of Quansight created to provide a home for a “PyData Core Team” which consists of developers, community managers, designers, and documentation writers who build opensource technology around all aspects of the AI and Data Science workflow. trallard.dev @ixek Us

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As a company 44 Administrative support trallard.dev @ixek Fiscal Sponsorship- Corporate programmes Improving relationships between projects and external stakeholders Increasing support of diverse skills sets and non-coding functions

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As a company 45 Administrative support ✅ trallard.dev @ixek Fiscal Sponsorship-✅ Community work orders Hire, mentor, support emerging leaders in OSS Guaranteed time and resources for OSS maintainers and core devs

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46 Chapter 4 Hopefully by now I have convinced you to support OSS trallard.dev @ixek

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47 It takes time and commitment trallard.dev @ixek

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So why doing it? More reliable products and supply chain Collaboration between groups Better communication Improved employee retention and recruiting 48 trallard.dev @ixek As a company

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So why doing it? Build reputation Create new opportunities for oneself and others Support emerging markets Increase tech equity and democratisation 49 trallard.dev @ixek As an individual