I realized I don't often do what bloggers often do, link to other bloggers. But this Matthew Asletts post is really good, I seem to agree with it and it touches the same issues I just wrote a mini-trilogy about, namely the evolution of future Open Source business models. Of course, Matthew should know he analyzes Open Source companies for a living, I'm just a guy with one book.
In particular, Matthew seems to agree with the prediction that we will see much more one-vendor-produced (like MySQL is) Open Source software coming up. In fact, I know one such startup and they seem to already be doing very well indeed.
At the same time Matthew also points out that there is a further model where you have more than one vendor making significant contributions (like Eclipse, for instance). (My personal opinion: This is the more natural model that plays to the strengths of Open Source, while the one-vendor model is more like traditional software production.) He actually also links to a very interesting idea originally from Matt Asay:
Matt Asay (again) recently speculated whether open source foundations might provide a potential exit for open source specialists.
“What would happen... if the industry had a mechanism for allowing interested corporate parties to provide an exit for Project X's (or Company X's) core team? Instead of selling to one company, in other words, Project or Company X would sell to the industry, as it were, and would become Foundation X, with its value would becoming industry property.â€
Matt points out that it would seem unlikely that an industry sector would spontaneously coordinate such a transaction. However, as Nokia's purchase of Symbian and the creation of the Symbian Foundation has shown, it only takes one vendor to act as a catalyst.
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