CAOS Theory Podcast 2012.08.17

Topics for this podcast:

*Red Hat puts enterprise cred and bet on OpenStack
*LexisNexis touts open source benefits of Hadoop alternative
*Who doesn’t love Hadoop?
*Proprietary vendors siding with open source
*PostgreSQL and its cloud, commercial opportunity
*Our Hosting and Cloud Transormation Summit NA event

iTunes or direct download (32:24, 5.8MB)

CAOS Theory Podcast 2012.06.22

Topics for this podcast:

*Sauce Labs grows with fast Selenium application testing
*MySQL, NoSQL, NewSQL survey results and analysis
*Microsoft’s Linux love leaves out Red Hat
*Hadoop roundup with Cloudera, Hortonworks and VMware
*2012 Future of Open Source Survey highlights

iTunes or direct download (28:28, 5.1MB)

Future of open source survey highlights progress, changes, challenges

451 Research was pleased to collaborate on the Future of Open Source Survey 2012 with North Bridge Venture Partners and Black Duck Software. This year’s survey garnered 740 responses from a variety of vendors and non-vendors in the industry. Overall, the survey highlighted some subtle and sometimes dramatic changes in what is driving open source software. It also made clear that while there is still a good degree of education and awareness yet to occur around open source software, there is a large amount of open source code making its way into today’s enterprise, webscale, consumer and other computing environments.

Some of the key findings:

*The survey reinforced the prominence and influence of open source software in the enterprise and in key trends driving it, as we and others have highlighted for some time with reports such as Seeding the Clouds and Mobility Matters. When asked which technology areas would see the most significant open source software community innovation from, respondents ranked ‘cloud’ highest at 40%, then ‘mobile apps’ (19%) and ‘mobile enterprise’ (15%) for a combined 34%, then ‘analytics’ with 10%. These areas are indicative of where we see open source software projects, communities, vendors and consortia continuing to broaden use of open source software.

*The survey asked what are the top barriers to selecting open source software when compared with proprietary alternatives, resulting in unfamiliarity (48%), lack of internal technical skills (47%), lack of vendor support (35%) and legal concerns about licensing (33%) as the top answers. Although this indicates there is still some trepidation and lack of awareness around open source and commercial options for support, other survey responses indicate open source software is still spreading to new industries and customer categories. When asked about the most important trend for open source software over the next two to three years, respondents identified the top choices as: adoption in non-technical segments such as government or healthcare (42%); enterprise adoption (40%) and growth in industry-specific communities (10%).

*The survey also showed there is a heavy volume of new, meaningful code coming out of open source software’s many communities. When asked what share of their deployed code they anticipate will be open source software over the next five years, about one third of survey respondents (32%) reported open source had already reached major deployment at 75% or more of their code. Another one third of respondents (30%) said open source will make up half to 75% or more of its deployed code. About a quarter of respondents (23%) indicated open source would make up 25-50% of their deployed code over the next five years, while 15% of respondents said the open source share of deployed code would be a quarter or less.

*We also saw a high rate of open source participation from the survey. When asked about community engagement with open source and their preferred method, 49% of respondents said consuming code, 36% said reporting patches or fixes, 31% said contributing new features, 28% said initiating new projects, 25% said contributing through partners or industry alliances. We believe this shows a high rate of open source participation beyond using code, which is also a meaningful contribution. This also indicates a greater willingness to get involved with open source projects and to start new projects.

*The survey also highlighted the changing drivers of open source software in the enterprise. When asked what are the top factors that make open source software attractive, respondents identified freedom from vendor lock-in (60%), lower acquisition and maintenance cost (51%), better quality (43%) and access to source code (42%) as the top answers. While we had seen vendor lock-in fade as a factor and cost as paramount two or three years ago, today vendor lock-in has become much more of a factor for customers. We believe this has to do wtih cloud computing and customers’ desire to maintain flexibility as they figure out how to best leverage cloud resources. The survey also showed that cost, which we also equate to time and efficiency, is always a strong factor, with 62% of respondents identifying reduced cost of development and maintenance as the main reason they use open source or initiate projects.

*The survey also reinforced our belief that while open source software lays the groundwork and underlies much of cloud computing, the cloud is also giving back to open source by providing vendors a way to differentiate free downloads from paid, cloud-based services. In fact, it seems support and services subscriptions are a much higher priority for open source software vendors than so-called ‘open core’ models that provide software for free and certain extensions, features or support as paid. When asked which revenue generation strategies are likely to create the most value for open source vendors over the next two years, respondents ranked an annual, repeatable support and service agreement as the top answer (52%). Other open source revenue models, such as ad-hoc services and support (41%), value-add subscription (40%), hosted or cloud software services (38%) all ranked higher than a closed-source license or open core model (12%).

For our full analysis on the results of the 2012 Future of Open Source Survey, see our Spotlight report. The results were also presented this week on a panel at the Open Source Business Conference and that presentation is available at the Open Source Delivers blog.

CAOS Theory Podcast 2012.04.20

Topics for this podcast:

*OpenStack, Amazon, Eucalyptus and Citrix engage in open cloud warfare
*Microsoft spins off new company for openness
*Updates on automation players Puppet Labs and Opscode with Chef
*Percona turns attention to MySQL high availability
*Open APIs as the fifth pillar of modern IT openness

iTunes or direct download (28:42, 4.9MB)

CAOS Theory Podcast 2012.02.17

Topics for this podcast:

*NewSQL, new company in Akiban
*Discussion of APIs as the ‘new’ open source
*NoSQL leader 10gen grows, gets more agile
*Our coming report on Cloud Performance Management
*Zimory acquires sones NoSQL development team

iTunes or direct download (28:01, 4.8MB)

CAOS Theory Podcast 2012.01.20

Topics for this podcast:

*Hadoop v1.0 and year ahead
*Oracle-Cloudera deal for more Hadoop
*Oracle’s ‘Sun spot’ with Solaris
*Open Source M&A outlook for 2012
*Our new MySQL/NoSQL/NewSQL survey

iTunes or direct download (28:49, 4.9MB)

451 CAOS Links 2011.12.20

Red Hat revenue hits $290m. New CEOs for Cloudant and Lucid Imagination. And more.

# Red Hat announced Q3 revenue of $290m, up 23%, and net income of $38.2m, compared with $26.0m a year ago.

# Cloudant raised $2.1m in an equity and stock funding and named Derek Schoettle as its new chief executive officer.

# The Apache Software Foundation published an open letter explaining the progress of Apache OpenOffice (Incubating) and reinforcing its position on trademarks and fundraising.

# Lucid Imagination named Paul Doscher CEO.

# The founder of the ownCloud project, Frank Karlitschek, formed a commercial entity, ownCloud Inc, with former SUSE/Novell executive Markus Rex.

# Adobe published the proposal for Flex to become an Apache Incubator project.

# Actuate launched BIRT Performance Analytics.

# Uhuru Software introduced Uhuru .NET Services for Cloud Foundry.

# Palantir released its first open source code with the launch of two projects: Cinch and Sysmon.

# Quest Software introduced Quest One Privilege Manager for Sudo.

# CollabNet announced that Git is now available as a hosted offering on its Codesion cloud development platform.

# The Outercurve Foundation published the results of a survey of software developers about their open source coding habits.

# Basho Technologies introduced an early version of Riaknostic, a diagnostic system for Riak.

The future of commercial open source business strategies

The reason we are confident that the comparative decline in the use of the GNU GPL family of licenses and the increasing significance of complementary vendors in relation to funding for open source software-related vendors will continue is due to the analysis of our database of more than 400 open source software-related vendors, past and present.

We previously used the database to analyze the engagement of vendors with open source projects for our Control and Community report, plotting the strategies used by the vendors against the year in which they first began to engage with open source projects to get an approximate view of open source-related strategy changes over time.

For example, we found that the engagement of vendors with projects that used strong copyleft licenses peaked in 2006, while the engagement of vendors with projects using non-copyleft licenses had been rising steadily since 2002.

Analysis of our updated database shows that the the number of new vendors engaging with open source projects in each year has risen steadily in recent years, from 26 in 2008 to 44 in 2011. However, as noted last week, we have also seen a shift towards ‘complementary vendors’ – those that are dependent on open source software to build their products and services, even though those products and services may not themselves be open source.

2010 was the first year in which we saw more complementary vendors engage with open source projects than open source specialist, and that trend accelerated in 2011.

As previously explained, complementary vendors were responsible for over 30% of open source software-related funding raised in 2011, and we should expect that proportion to remain high given that over 57% of the vendors engaging with open source in 2011 were complementary vendors.

We have also seen that complementary vendors are more likely to engage with projects with non-copyleft licenses (38% of complementary vendors have engaged with projects with non-copyleft licenses, compared to 24% that have engaged with projects with strong copyleft licenses).

If we look at all 400+ vendors in our database in terms of open source software license preference, the trend towards new vendors engaging with non-copyleft licenses is clear.

There has been a strong shift from vendors towards non-copyleft licenses in recent years, accelerated in 2011 by the likes of Apache Hadoop and OpenStack in particular. This does not mean that the number of projects using strong copyleft licensing has decreased (although as we previously saw the proportion of projects using the GPL family of licenses has declined).

It is indicative, we believe, of the shift away from specialist open source vendors using vendor-led projects and strong copyleft licenses towards multi-vendor collaborative projects and proprietary implementations of open source code, however.

This trend should not really surprise anyone. For some time we have seen open source becoming part of the fabric of modern software development and licensing strategies, rather than a competitive differentiator. Back in 2009 we predicted the increased importance of business strategies that relied on vendor-led development communities, rather than projects dominated by a single vendor.

We called this “open source 4.0” and later suggested that it might be considered the golden age of open source, based on our belief that vendors had learned that they stand to gain more from collaborating on open source projects and differentiating at another stage in the software stack than they do from attempting to control open source projects.

Updating the results of our analysis to the end of 2011 and 400+ vendors indicates that, from the perspective of the commercial adoption of open source business strategies at least, we were not far off.

Some might not consider the proliferation of multi-vendor open source communities and proprietary distributions of open source software as the peak of achievement for open source. Each is of course entitled to come to their own conclusions about the implications.

Our perspective, as always, is that open source methodologies present a potentially disruptive, and also valuable, asset that complements the way both vendors and enterprise IT organizations conduct their businesses.

Our analysis indicates, however, that open source methodologies are increasingly being employed by ‘complementary vendors’ with a leaning towards more permissive licensing.

Our Total Data report is now totally available

…and it’s totally awesome. For more details of our Total Data report, and how to get it, see our Too Much Information blog.

CAOS Theory Podcast 2011.12.16

Topics for this podcast:

*Hadoop roundup
-Cloudera Enterprise Hadoop update
-Hadapt combines Hadoop with db analytics
-Informatica grows its Hadoop work
*HP open sources WebOS
*The GPL fade
*Red Hat acquisition targets

iTunes or direct download (31:41, 5.4MB)

VC funding for OSS hits new high. Or does it?

One of the favourite blog topics on CAOS Theory blog over the years has been our quarterly and annual updates on venture capital funding for open source-related businesses, based on our database of over 600 funding deals since January 1997 involving nearly 250 companies, and over $4.8bn.

There are still a few days left for funding deals to be announced in 2011 but it is already clear that 2011 will be a record year. $672.8m has been invested in open source-related vendors in 2011, according to our preliminary figures, an increase of over 48% on 2010, and the highest total amount invested in any year, beating the previous best of $623.6m, raised in 2006.

Following the largest single quarter for funding for open source-related vendors ever in Q3, Q4 was the second largest single quarter for funding for open source-related vendors ever, as $230.4m was invested in companies including Cloudera, Hortonworks, and Rapid7.

As with Q3, however, the list of vendors presents us with something of an existential dilemma, as we see an increasing amount of activity by what we have referred to as ‘complementary vendors’ – those that are dependent on open source software to build their products and services, even though those products and services may not themselves be open source – as opposed to open source specialists.

The list of complementary vendors has grown rapidly in 2011, particularly around projects such as OpenStack and Apache Hadoop. If we examine the figures in more detail we find that over 30% of the funding raised in 2011 was raised by complementary vendors, compared to just 4% in 2006.

In fact, as the chart below indicates, VC funding for specialist open source vendors in 2011 was actually less than that in 2006 and 2008, and only marginally up on 2010, when again just 4% of funding went to complementary vendors.

The low amount of funding for complementary vendors in 2010 shows that the significance of complementary vendors is not growing at a constant rate, although for reasons that will become clear when we publish a follow-up post on the latest trends regarding the engagement of vendors with open source projects, we do expect that the proportion of funding related to complementary vendors is more likely to increase in the future, rather than decline.

This has implications for the ongoing trends related to open source software licensing, as covered yesterday. Examining our database of over 400 open source-related vendors – funded and unfunded, complementary and specialist – indicates that specialist vendors are much more likely to engage with projects using strong copyleft licenses than complementary vendors.

Specifically, our data indicates that 55% of open source specialists have engaged with projects that use strong copyleft licenses, while just 20% have engaged with projects with non-copyleft licenses. In comparison, 38% of complementary vendors have engaged with projects with non-copyleft licenses, compared to 24% that have engaged with projects with strong copyleft licenses.

Will will take a more detailed look at the trends related to the engagement of vendors with open source projects in the concluding part of this series of posts.

On the continuing decline of the GPL

Our most popular CAOS blog post of the year, by some margin, was this one, from early June, looking at the trend towards persmissive licensing, and the decline in the usage of the GNU GPL family of licenses.

Prompted by this post by Bruce Byfield, I thought it might be interesting to bring that post up to date with a look at the latest figures.

NB: I am relying on the current set of figures published by Black Duck Software for this post, combined with our previous posts on the topic. I am aware that some people are distrustful of Black Duck’s figures given the lack of transparency on the methodology for collecting them. Since I previously went to a lot of effort to analyze data collected and published by FLOSSmole to find that it confirmed the trend suggested by Black Duck’s figures, I am confident that the trends are an accurate reflection of the situation.

The figures indicate that not only has the usage of the GNU GPL family of licenses (GPL2+3, LGPL2+3, AGPL) continued to decline since June, but that the decline has accelerated. The GPL family now accounts for about 57% of all open source software, compared to 61% in June.

As you can see from the chart below, if the current rate of decline continues, we project that the GPL family of licenses will account for only 50% of all open source software by September 2012.

That is still a significant proportion of course, but would be down from 70% in June 2008. Our projection also suggests that permissive licenses (specifically in this case, MIT/Apache/BSD/Ms-PL) will account for close to 30% of all open source software by September 2012, up from 15% in June 2009 (we don’t have a figure for June 2008 unfortunately).

Of course, there is no guarantee that the current rate of decline will continue – as the chart indicates the rate of decline slowed between June 2009 and June 2011, and it may well do so again. Or it could accelerate further.

Interestingly, however, while the more rapid rate of decline prior to June 2009 was clearly driven by the declining use of the GPLv2 in particular, Black Duck’s data suggests that the usage of the GPL family declined at a faster rate between June 2011 and December 2011 (6.7%) than the usage of the GPLv2 specifically (6.2%).

UPDATE – It is has been rightfully noted that this decline relates to the proportion of all open source software, while the number of projects using the GPL family has increased in real terms. Using Black Duck’s figures we can calculate that in fact the number of projects using the GPL family of licenses grew 15% between June 2009 and December 2011, from 105,822 to 121,928. However, in the same time period the total number of open source projects grew 31% in real terms, while the number of projects using permissive licenses grew 117%. – UPDATE

As indicated in June, we believe there are some wider trends that need to be discussed in relation to license usage, particularly with regards to vendor engagement with open source projects and a decline in the number of vendors engaging with strong copyleft licensed software.

The analysis indicated that the previous dominance of strong copyleft licenses was achieved and maintained to a significant degree due to vendor-led open source projects, and that the ongoing shift away from projects controlled by a single vendor toward community projects was in part driving a shift towards more permissive non-copyleft licenses.

We will update this analysis over the next few days with a look at the latest trends regarding the engagement of vendors with open source projects, and venture funding for open source-related vendors, providing some additional context for the trends related to licensing.

451 CAOS Links 2011.12.09

Funding for BlazeMeter and Digital Reasoning. Red Hat goes unstructured. And more.

# BlazeMeter announced $1.2m in Series A funding and launched the a cloud service for load and performance testing.

# Digital Reasoning announced a second round of funding to help develop its Hadoop-based analytics offering.

# Red Hat announced the availability of Red Hat Storage Software Appliance, based on its recent acquisition of Gluster.

# Red Hat also announced the general availability of Red Hat Enterprise Linux 6.2.

# Jaspersoft released Jaspersoft 4.5, delivering drag-and-drop analytics and reporting on Apache Hadoop, NoSQL and analytic databases.

# Jaspersoft also delivered a second-generation native connector to MongoDB.

# CloudBees announced the availability of Jenkins Enterprise by CloudBees providing support and enhanced capabilities for the Jenkins Continuous Integration platform.

# Diaspora* is back in action, and outlined its plans.

# Talend announced that Bi3 Solutions has embedded Talend Integration Suite inside its Software-as-a-Service platform.

# DataStax announced new versions of Apache Cassandra, DataStax Community, and DataStax Enterprise.

# The H reported that Microsoft’s Windows Store agreement has open source exception.

# Black Duck Software announced the release of Export 6.0.

# Antelink launched SourceSquare, a free open source scanning engine.

451 CAOS Links 2011.12.06 goes open source. GridGain raises $2.5m And more.

# The White House is set to open source as open government data platform.

# GridGain closed $2.5m series A funding.

# Digital Reasoning raised an undisclosed series B funding round.

# Contrary to some reports, Google and Mozilla are still negotiating their search and advertising deal.

# Jedox introduced version 3.3 of its BI suite, changing the name of the premium edition from Palo to Jedox.

# MapR announced version 1.2 of the MapR Distribution for Apache Hadoop.

# Xamarin released Mono for Android 4.0.

# Splunk introduced Shep, an open source project that enables two-way Splunk-Hadoop integration.

# HPCC Systems is now providing its Thor Data Refinery Cluster on the Amazon Web Services platform.

# Monty Program previewed some features in forthcoming versions of MariaDB.

# AppDynamics partnered with Datastax to provide application performance management for distributed applications running on Apache Cassandra.

# Gorilla Logic announced the latest version of FoneMonkey for iOS

451 CAOS Links. 2011.12.02

Talend delivers v5. Zentyal raises series A. The TCO of OSS. And more.

# Talend announced version 5 of its data integration suite, adding business process management capabilities via an OEM relationship with BonitaSoft. Yves De Montcheuil explained the name changes in version 5.

# Zentyal closed a series A venture capital funding of over $1m by Open Ocean Capital.

# The London School of Economics released a report on the total cost of ownership of open source software.

# Couchbase announced the availability of the Couchbase Hadoop Connector, developed in conjunction with Cloudera.

# Rackspace announced the private beta of Rackspace MySQL Cloud Database.

# The debate over the role of open source foundations in the Git era continued, including a follow-up by the instigator, Mikael Rogers, a rallying cry for autonomy from Ceki Gülcü, and Simon Phipps warning about throwing the baby out with the bathwater.

# Marco Abis is stepping down as CEO of Sourcesense.

# NGINX usage has grown almost 300% over the last year, according to Netcraft figures discussed by Royal Pingdom.

# The Wireless Innovation Forum announced the formation of the Open Source Framework for Commercial Baseband Software project.

451 CAOS Links 2011.11.29

Software foundations in the Git era. New funding for Puppet Labs. And more

# Mikeal Rogers’ post on the Apache Software Foundation’s slow response to the Git era prompted significant discussion, from Mike Milinkovich, Bradley M. Kuhn, Stephen Walli, Stephen O’Grady, Simon Phipps, and the ASF’s Jim Jagielski. Alternative you could just read this tweet.

# Puppet Labs raised $8.5m in series C funding from Cisco, Google Ventures, and VMware as well as Kleiner Perkins, True Ventures, and Radar Partners.

# YaCy, a free distributed search engine was launched.

# Alex Pinchev, Red Hat’s Executive Vice President of Sales, Services & Field Marketing, will be stepping down in January to become the chief executive officer of a data protection software company.

# Tasktop Technologies announced Tasktop Sync 2.0.

# Interesting statistics on Apache Hadoop adoption based on LinkedIn data, from NC State University’s Institute for Advanced Analytics.

451 CAOS Links 2011.11.23

Red Hat’s Ceylon makes its debut. Heroku launches PostgreSQL service. And more.

# Red Hat’s Ceylon programming language made its public debut. Mark Little provided some context.

# Heroku announced the launch of Heroku Postgres as a standalone service.

# GitHub co-founder Tom Preston-Werner explained why you should open source (almost) everything.

# Mikeal Rogers discussed the issues behind the Apache Software Foundation’s slow response to the Git era.

# Royal Pingdom explored recent trends in Linux distribution popularity, pondering the rise of Linux Mint and the decline of Ubuntu.

# Canonical is dropping CouchDB from Ubuntu One.

# ActiveState announced that Stackato Micro Cloud will continue to be free of charge for developers to use as their own private Platform-as-a-Service.

# The European Space Agency wants to publish more of its software using open source licences.

# Sourceforge provided some interesting statistics on operating system usage.

451 CAOS Links 2011.11.18

Rapid7 secures new funding. Microsoft drops Dryad. And more.

# Rapid7 secured $50m in series C funding.

# Microsoft confirmed that it is ditching its Dryad project in favour of Apache Hadoop.

# Arun Murthy provided more details of Apache Hadop 0.23.

# The Google Plugin for Eclipse and GWT Designer projects are now fully open source.

# openSUSE released version 12.1.

# Amazon released the source code of the Kindle Fire.

# Black Duck Software joined the GENIVI Alliance.

# dotCloud announced the availability of the top three databases MySQL, MongoDB and Redis on its PaaS.

451 CAOS Links 2011.11.15

Funding for Vyatta and Hortonworks. Ice Cream Sandwich source code. And more.

# Vyatta raised $12m in new funding from HighBAR Partners and existing investors JPMorgan, Arrowpath Venture Partners and Citrix Systems.

# Index Ventures announced that it has invested in Hortonworks, reportedly as part of a substantial B round.

# Google released the source code to Ice Cream Sandwich.

# SugarCRM announced billings growth of 69% in Q3

# Apache Hadoop 0.23 has been released.

# Revolution Analytics announced the general availability of Revolution R Enterprise 5.0.

# Adobe and the Spoon Foundation are working together to donate the Flex SDK to an established open source foundation.

# Glyn Moody explained why Barnes & Noble is an open source hero.

# Red Hat added support for Jenkins, Maven and integration with JBoss Tools to its OpenShift Platform-as-a-Service.

# Zend Technologies announced the general availability of Zend Studio 9.0.

# WSO2 updated both the WSO2 Carbon enterprise middleware platform and WSO2 Stratos cloud middleware platform.

# Mozilla published Mozilla Public License Version 2.0, Release Candidate 2.

# DigitalPersona open sourced its new FingerJetFX fingerprint feature extraction technology.

# AquaFold launched, a new social collaboration tool for software developers that is free for open source developers.

# Xyratex joined Open Scalable File Systems (OpenSFS) as a formal member.

VC funding for Hadoop and NoSQL tops $350m

451 Research has today published a report looking at the funding being invested in Apache Hadoop- and NoSQL database-related vendors. The full report is available to clients, but non-clients can find a snapshot of the report, along with a graphic representation of the recent up-tick in funding, over at our Too Much Information blog.