Video summary
Integrating open source into closed ecosystems requires addressing four primary concerns often held by conservative organizations: competitive advantage, security, support, and expertise. Companies can maintain a competitive edge by contributing foundational infrastructure like Kubernetes or standardization tools while retaining proprietary value in their specific applications, a model successfully adopted in industries such as film through foundations that share tooling without exposing core intellectual property. Security is frequently misunderstood; however, modern open source projects often surpass proprietary software due to rigorous testing, automated scanning, and contributions from major corporations with massive infrastructure like IBM's Core Infrastructure Initiative. Although high-profile incidents have historically raised trust issues, these events have driven better practices and funding models that significantly enhance the overall security posture compared to a decade ago.
The myth of lacking support is effectively debunked by the growing number of commercial open source providers and partnerships between vendors and internal teams, allowing organizations to leverage expertise without necessarily purchasing paid contracts once in-house skills develop. For those lacking technical resources or legal frameworks, foundations act as a "foundation in a box," offering governance structures that navigate IP concerns between competitors alongside community growth programs and mentorship opportunities like student internships. To coordinate these efforts effectively, Open Source Program Offices (OSPOs) play a critical role in managing licenses and contributions within an organization, though running one alone is not recommended without corporate backing for legal matters to allow individuals to focus on project coordination.
Transitioning from traditional waterfall workflows demands specific training in community norms, such as breaking large patches into smaller contributions to avoid rejection by maintainers who dislike massive code dumps, alongside understanding the social culture of open source communities which many technical resources overlook. Building an organization's reputation for being "open source friendly" and providing comprehensive training is essential for attracting top talent, especially given a cyclical job market where desirable companies will soon compete fiercely for engineers willing to work on open source projects. Developers should view contributions as responsible commitments rather than lifelong bonds, performing gentle handoffs when changing jobs while remaining available for occasional free work to maintain community relationships without disappearing abruptly.
In conclusion, organizations seeking to succeed in this landscape must identify industry-specific areas for open sourcing, continuously address security concerns, foster robust support structures, and build internal expertise through dedicated offices and partnerships. While current efforts in software-defined vehicles remain hyper-focused on individually owned cars within research groups, significant opportunities exist across other industries yet to be fully explored by open source initiatives. By leveraging collective knowledge from groups like the To-Do Group and the Linux Foundation, companies can navigate legal complexities while fostering a culture that attracts talent and ensures sustainable growth without compromising their proprietary interests or security standards.
Read the full video transcript
So welcome. Um I'm gonna talk a little
bit about open source and closed
ecosystems here u which I will define um
in this talk. Um this is something
that's been floating around my head for
a few years now. Um I'm working in
mainframes these days. Um and that is a
very proprietary space. Um so I've been
thinking about ways that we've really
made inroads into that space and that's
kind of where the talk was developed
from. And then I was able to talk to a
bunch of people in other industries over
the past um few months to get
perspectives from them and weigh in on
the way other industries that are more
closed are starting to open up to open
source. So what you will see is the
culmination of all that and this is the
first time I'm giving this talk so it
might have some rough edges. Um and I
just um welcome anyone after the talk or
you know if you have questions please
let me know. um or if there's any ways
you can we could improve it or you have
questions from your industry or your
organization um that you've seen popping
up that I don't cover here, I'd love to
have a conversation. So, welcome.
Um so, I want to start off by saying
I've been to scale a bunch of times. Um
so, instead of giving you my resume, I
present to you my resume in the form of
scale talks. [laughter]
Um so, over the years, I've worked for a
bunch of different organizations and
been part of different companies. Um so
when I first um came to scale in 2011
um I was working at a company called
Linux Force. We were doing just sort of
deployments of like things like
lampstacks on Debian and some um sort of
more basic things for a tech services
provider I was working for out of
Philadelphia. Um but I was very involved
with the Ubuntu community at that time.
So I I was actually working with Nathan
here [laughter] and other folks um who
uh were in the Ubuntu community. And so
I did a talk on just how you find
support in the Ubuntu community. Um I'm
also part of a nonprofit in San
Francisco called Partemis. Um we've been
rather quiet in recent years, but we
used to do a lot of deployments to
public charter schools in San Francisco.
So I I gave a talk on that. Um, and then
I went to work for HP, was talking more
about Ubuntu, and then got into sort of
code review for systems administration
because systems administration is where
I'm where I what my actual job had been.
Um, so we had started to do git ops and
stuff before it really had a name um at
HP and in the OpenStack project. Um, so
I was giving some talks about that. Um,
I then got into containers with a
startup. So I was talking about open
source communities and the open source
project that was part of that startup.
Um and then in 2019 IBM's like hey you
want to work on mainframes and I was
like I don't know what a mainframe is
[laughter]
so they told me and I learned that they
are really cool. Um and so I I joined
IBM almost seven years ago um to work
work on open source and mainframes. Um,
and that's kind of what the my past
couple of talks have been around. So, in
this talk, I will talk about mainframes
a lot, but I'm also going to branch out
into obviously the topic of this talk,
which is more generally closed
ecosystems.
So, as I said, [sighs] I work on
mainframes. That is a Linux one
mainframe. That one only runs Linux. Um,
and as you can see, they fit into like a
19inch rack spot. They're like seven
feet tall and um, very huggable. Um, but
I became when I joined IBM, one of the
things that was really important to me
was that there was an open source
presence. So I joined as technically a
developer advocate to talk to other
Linux people like myself about like how
cool these things are. Um, but one of
the things that was important was that
we had an open source presence because
that was very important to me too, not
just as a Linux cis admin, but as an
open source advocate. So uh I joined the
open mainframe project which is part of
the Linux foundation and within a couple
years I became an ambassador for that
project. Um and then inside my own
organization when the pandemic hit um
that hit developer advocacy very
awkwardly because we couldn't go to
conferences anymore. Um and so that's
when I sort of in my organization I'm
like listen we need like an open source
office um that like sort of pulls
together a lot of our open source
efforts so that when someone in our
organization who's doing open source
which IBM does a lot of um there's sort
of like a central place where they can
come and have those discussions and I
can redirect them to the right team
whatnot. So I I line I proposed that to
my VP in 2022 and she was like yeah
let's do it. So, in 2023, I founded the
open source program office for IBMZ.
Um, and I love this one on the bottom.
So, these, it's hard to tell. That's a
Lego mainframe, like a little baby one.
And then Red Hat came out with like this
little tiny Lego set that's like a
little like Red Hat engineer sitting at
his little um um thing. So, I put those
together and I'm like, "Ah, all the
Lego." [laughter]
Um, we also built a life-size um
mainframe out of Lego. It's like 250,000
Lego, but they don't let it bring they
don't let me bring it with me because
it's really big. [snorts and laughter]
Um, I also like Lego. Um, okay. So, to
get this started, so what what do I mean
when I talk about a closed ecosystem? So
the first part of that definition I'd
say is it's an ecosystem that like
either is mostly using proprietary um
software today or like it's it's funny
in the mainframe space because mainframe
like back in like the 1950s 1960s like
everything was open source because
software didn't have value. Um so I
could sort of say like there was no
propri not much proprietary software at
the time. Um, so I always say like like
mainframe is open source by default and
then they're like Liz, it's not okay.
[laughter]
Um, because things have changed and open
source definitions came around and we
have a real definition for it. But as
you look like through the history of
mainframe like a lot of open source then
software became valuable in the 80s and
things became very proprietary and that
is sort of the world that I entered into
when I joined IBM is that most of the
main shops out there were running
proprietary code for the most part.
Um, or it may be the case that, you
know, the company does a lot of
development in-house. So maybe they're
using open source components, but
they're doing all their development
in-house. So it's still proprietary. Um,
but they have a big tech team working on
it and they're not contributing back to
open source. Um, some of these companies
that I've worked with, they have dabbled
in open source. Um, but what I see this
mostly look like is they'll they'll
create a product or a project and then
they'll just like throw it over the
wall, so to speak, to the community and
be like, "Here you go. We gave this to
the community. You have to sign a
complicated SLA or CLA. You have to that
which like gives all rights to your code
over to us because we want to stay
protected and we'll put a really
complicated license on it that may not
even be free." Um, and then they wonder
why they don't get community
contributions. Um, so they're kind of
doing open source, but they don't have
real direction in it. And they're so
scared of like liability and losing IP
and losing control over the project that
they don't let anyone else in. And I've
seen this a lot.
Um, so in this talk I kind of wanted to,
you know, take organiz or like I guess
industries that fall into these
categories and just pull in some some
best practices that I've learned and how
to sort of convince industries that are
not so friendly to open source to start
opening up to it a bit. Um, so of course
I'll talk about mainframe quite a lot
because that's what I know about. Um,
but I've also spoken with people from
the motion picture industry in the past
few weeks and also the automotive
industry which has some really
interesting um um things going on right
now.
So I broke this down into four key
things that a lot of these or uh
industries are concerned about. Uh the
first is that they will lose competitive
advantage. Uh the next one is around
security. Security is probably the
biggest one that I encounter in the
mainframe space all the time because all
the clients that we have are concerned
about security. Um the next one is
support. Like hey there's no support for
open source. Uh I'm like well what
decade did you come from? Um [laughter]
um and then they worry about their
expertise with good reason because they
threw the code over the wall and put a
crazy CLA in front of it. Um so they
they they're concerned that they they
don't have the expertise to work in an
open source realm.
So
the first point here is the competitive
advantage. Um what I say here is that
may be true. Um you cannot give all of
the code in your company and in your
industry to open source for the most
part. Most industries won't allow you to
do that because you do have something
that you've built on top of that that
that gives you a competitive edge in the
marketplace. So the first thing that an
industry or an organization needs to
determine is what in their organization
makes sense to open source. Um I first
encountered this when I was working on
OpenStack
several years ago where um everyone
wanted a private cloud. All the
organizations coming together and
they're like listen we built things on
top of this. We don't care what the
underlying compute infrastructure is.
And this is the same thing that happened
with Kubernetes, right? like everyone
came together to build the core
infrastructure because that is not what
is the competitive advantage for them.
The competitive advantage is what they
build on that compute.
So when learning about the motion
picture industry um in their case they
focused on like standardization around
formats and colors and tooling and like
video formats so that things could be
shared between um studios that are
working together. Um, so it was kind of
[snorts]
focused on the tooling and libraries
around sort of standardization.
Um, and so there's this one that's the
the visual effects reference platform.
That's a really big part of um the uh
motion pictures open source piece is
because they just focus on a lot of a
lot of open standards that they can
share. So that's where they went with
it. in the mainframe industry. Um, we
pretty much decided that we
collaboratively want to make the
mainframe easier to use and we want to
build up skills. So, if you look at the
projects within the open mainframe
project, most of them are about easing
access, sharing scripts among people of
like, hey, this is how you like, you
know, add a bunch of users at once and
like sharing that sort of tooling. Um,
and then we have a big education
component to bring in the new generation
of folks working on the platform.
And then in the automotive industry, I
was I watched this video um by one of
the leaders of the uh automotive grade
Linux and he was saying that uh you know
we you get a new car and then you buy
this dashboard sticky thing. You stick
your phone onto your dashboard and that
is ridiculous. But the problem is like
even in a new car the like the the
tooling inside the car, the infotainment
system is not very good. Um it's I mean
I I connect mine with Android Auto and
that's getting there. It's a little
better but um but effectively like we're
we're just replacing the tech in the car
because the tech in the car is not good.
So what the automotive industry decided
was like listen like we cannot keep pace
with innovation that you're getting on
your phone even in these cars because we
don't share a common platform. So what
they decided to do was share that common
platform. So they created things like
automotive grade Linux
um to sort of get like a baseline. So
everyone's going to use automotive grade
Linux and then they don't have to all
write their own operating system.
Um so the way that these organizations
have done it is generally by going to a
foundation. Um so first of all the
industry sort of decides like you know
we want to work on visual effects and we
want to work on standardization or we
want to work on a Linux operating system
for our cars right you decide what you
want to do and then you work to create a
foundation. So in the motion picture
industry um that was that is the uh
Academy Software Foundation and they've
gone through a few iterations over the
years because they've been doing this
for like 20 years now. Um so the motion
picture industry is very much in in open
source these days. Um the open mainframe
and uh the the ASWF I think that's part
of the Linux Foundation. Um and then the
open mainframe project which again is
like IBM and a bunch of mainframe
companies coming together to create that
under the Linux foundation and then
automative automotive grade Linux that's
part of the Linux foundation and then
the softwaredefined vehicle which I
think is like a working group is part of
the Eclipse foundation um so all of
these industries kind of went to a
foundation and said like please help us
out to make the open source happen
and that is a very good strategy which
I'll talk about more. Um, one of the
things I learned while I was talking to
uh, Nithia Ruff. Um, she was recently at
Amazon. She's worked in OSPOS's
throughout her career. Um, but I was
really curious to talk to her about her
experience at Comcast um, several years
ago. And one of the things that she
mentioned um, was that standards bodies
are a thing that a lot of industries are
already used to dealing with. So there
is a parallel to be made sometimes when
you're having these discussions about
why you need to collaborate with other
people like why you have to collaborate
with your competitors and they
understand standards bodies. So you can
start positioning it like it's kind of
like a standards bodies for software now
that we are in the future and this is
really important. Um and they already
know the value of standard bodies. They
know if they do not adhere to standard
bodies today like they're going to fall
behind. Um, and this is one way that has
been effective way to approach
industries that are a bit more shy about
contributing to open source. We can say
like it's kind of like a standards body.
Like if you jump don't jump on board,
everyone else is going to have the good
stuff and you won't have it, right?
Um and then this is one that I have had
to develop over the years is once you
convince everyone to like start this
foundation or start collaborating at
least on like a small level um you need
to remind your leadership at your
organization all the time while you're
doing this why you're doing this um
because they will get that bill every
year that we're paying the Linux
Foundation to do something and maybe it
wasn't a good year and they're like we
can just not do this. you'd be like,
"No, no, no. We need to do that because
of all these reasons, right?" So, first
of all, for things like if you think of
something like automotive grade Linux,
right? Like they're building a you know,
they're building upon the Linux kernel
and they're doing lots of like lots of
really important embedded work to make
sure that these things work in cars.
That is going to save a lot of
development effort in house. So, if
you're sort of the person in control of
this for your organization or you're
really into open source, you want to
make sure that you're keeping tabs on
what this is saving for your
organization.
um metrics and things. There's lots of
open source tooling out there for
figuring this out inside of your
organization, but making sure you have
that like, hey, we are saving money and
so the amount that we're paying to the
foundation isn't that much, right? Or
the amount that we're investing by
putting engineers on the open source
projects is less money than we'd be
spending on developing in-house and
we're getting a better product. So, just
making sure that you're able to
demonstrate that to your leadership
periodically.
Um there's one that that came up in the
motion picture industry example is that
um they tend to have a lot of people
that move between studios um because
they have a very specific skill set
based on the movie that's being created.
Um and having these people relearn
tooling based on every single studio is
no good. [laughter] Um, by having
consolidated tooling and understanding
there's like standards that are open
across the industry has been really
beneficial to these studios because then
they can attract that talent when they
need it and they don't have to onboard
them with the tools. Like they already
are familiar like what tooling you're
using here and like how the color
palettes work and all the other movie
stuff. Um, so it's one thing that less
they have to learn. And again, like if
they were not on board with this, like
all the other studios would be using the
same tools and then you're not, right?
So then you can't get that talent over
to your organization because they're
like, "I'm not going to work for you.
You don't use any of the good stuff."
Um, or the stuff I'm familiar with. Um,
so there's a lot of training time saved.
And also just generally your employees,
people you hire from the industry, like
you know, they're like, "Oh, I use this
tool at my old company. I can learn a
new one but like or I could not learn a
new one and join a studio that has it.
Um and then another one that came up I
think it was the automotive industry
example is where um there's a really key
part of open source like a a really
important project and the maintainer has
left for whatever reason and now the
project abandoned. And what I've seen is
that there's these organizations, they
will scramble to figure out how to
manage that because they're competitors
and they don't have like a neutral place
to collaborate. So the problem will be
is they're like, "Okay, well, we want to
save this project, but I don't want to
work with so- and so because like and I
don't want to move this to my GitHub
repo or I don't want to work, you know,
on Ferrari's GitHub repo because I'm
Ford, right?" like [laughter]
um and so like it ends up being like
this really problem where like either
the project gets forked a bunch of times
and that's no good or it just gets
abandoned like the companies end up
rewriting something internally which is
also not great. Um but by having
something like a foundation or a working
group or some sort of organization that
is vendor neutral they can come together
and collaborate there and there's
already a known space where they can do
this work.
Um, and then I will say also just as you
are collecting this information and
keeping this all in mind, just keep it
up to date like have a document and be
like, "Okay, we're saving this much
money and you know, we were able to hire
so and so because like they're a really
great engineer and we use the tooling
they use." Like just keep a thing open
so when your VP comes to you and says
like by the end of the day I need you to
validate this expense,
which has happened to me before. Um,
just make sure you're like ready to be
like, "Okay, this is all the stuff we do
and this is the value that it brings."
All right, so the big one for me is
security.
Um, this one is really funny to me
because I remember 20 years ago in 2006,
I was working for a company Philadelphia
and I love Philly, but they weren't like
on the cutting edge of technology
in that in that area. Um, so we were
still trying to convince them about open
source and I I feel like I I can dust
off my old decks from 2006 now with
these organizations that I'm
encountering in the mainframe space
because they're saying the same things.
They're like, "Oh, if the source code's
out there, can't anyone just write a
vulnerability?" And I'm like, "Oh my
gosh, guys, there have been books
written about this." [laughter]
Um, and so it's like for part of this is
kind of just like, you know, dusting off
those old arguments and being like,
"Okay, that's not actually true. There's
been research and studies and like all
kinds of stuff done to show that like
you know for the most part the the core
open source projects are um um better
security-wise than than some of their
proprietary counterparts.
Um but the good thing also is that in
the past 20 years open source has gotten
so much better with security as well.
So I remember when I was coming here at
scale maybe
eight years ago. Um, one of the things I
was talking about is adding testing to
your open source project and that was
kind of new. [laughter]
So, um, I'm glad everyone took my advice
and added testing to their open source
projects because it's basically
ubiquitous now. Like if your open source
project doesn't have tests, you are kind
of falling behind. Um, so open source
projects have been implementing testing
and increasingly like security is part
of those tests. Um, in some of like the
Linux Foundation projects, you can't
even graduate as a project until you
pass like have certain security badges
and have certain security scans in your
open source project. Um, so there's been
like a lot of, you know, proactive work
being done in this space to make sure
that these projects are more secure than
they were 10 years ago. Um, and that's
just being incorporated in a lot of
their automation, which is pretty cool.
Um, another thing that's been really
helpful is that more huge companies are
involved in open source. Um, and one of
the benefits here is like you know IBM
like before we adopt a piece of open
source software or before we um
incorporate it into a product or give it
to a client at all, we have a whole host
of testing that we do on that software.
Um, and then if we find problems, we
contribute those to the open source
project. So take you know IBM and
multiply that by the dozens of companies
who are big and have massive testing
infrastructures right so now you have
all these companies who are not only
running the tests that are being run in
the open source project they're running
their own tests to make it like
enterprise ready um and this has been a
huge thing for open source because now
we're getting experts from the actual
from the industry um from major
companies who are working on the
software to give um back to those
projects through those that testing Um
we've also been um like devoting
security engineers from our companies to
the security boards on these projects.
So oftentimes you'll have if there's
[snorts] like a vulnerability that comes
into a project, it can get embargoed if
it's a security vulnerability and then
it's looked at by security experts from
various companies who have come in to
contribute to open source and be on this
security panel. And part of that is the
self-interest, right? Like that means
the company is in on the embargo. Like
they get to know what's coming down the
pipeline. security-wise, but then they
also have their security experts who can
actually work on remediation. Um, so
there's a a a compelling reason on both
sides to have those security experts in
the projects.
Um, and as I said, like these days there
is an established mechanism for most
projects, at least the larger ones, to
report security vulnerabilities. Uh,
because one of the concerns that I hear
is like, oh, what if someone finds a bug
or a security vulnerability in your
software? they submit an issue and now
everyone can see that and then we've got
a zero day that everyone knows about.
I'm like, okay, well, don't do that.
When you submit the issue, you have to
go to the security team, right? Like the
there is a mechanism in place for most
open source projects now to report
security vulnerabilities um for the big
ones. Um and then again the foundations
like the um the ASF, the Apache um
foundation, they have a security team
that will actually guide their member
projects through issues like if a C a
CVE comes up for a project in the Apache
Foundation. Um the ASF security team
will jump on that and be like hey what
do you need from us like we will help
you through this so we can remediate
this and move on. Um, the Linux
Foundation, their projects are
since they do things like the Linux
kernel, which is a very different beast
from a lot of open source projects, they
they give guidance on how to sub submit
the security um uh issues to the
projects. Like if you're not sure how to
submit it, the the Linux Foundation can
help you out. Um and they so they they
also and and they also have like direct
support for those projects like they
they provide um like scanners and other
tooling to members of the Linux
Foundation so they can do their own
scanning and find those vulnerabilities
before they even have to be reported.
Um we've also had some very bad things
happen in the open source world
security-wise. Um and thankfully we we
had the right response. um you know
things like like heartbleleed when that
hit that was that was a huge huge wakeup
call. Um and so one of the things that
happened out of that was the the core
infrastructure initiative was founded in
2014 and part of that was making sure we
had funding for some of these like core
open source utilities that everyone is
using at the heart of their
organization. Um, so that got funding
from a bunch of major companies in the
industry um to say like yes, hey, like
we want to make sure that OpenSSL is
secure. So we're going to give money um
to make sure that that happens and fund
engineers um to do extra security to
make sure that this is the most secure
thing that could possibly be because
everyone uses it.
And then I say recent, but XZ is what
two years old now. Um but that was, you
know, the the the uh the back door that
was put in through social engineering.
you've got someone who is a trusted
member of the project and they shouldn't
have been trusted and that has opened
the the eyes of the community a lot more
to the trust that needs to happen in
open source communities. So I was
actually just saw a talk on Thursday
about one of the trust mechanisms that's
being put into place um to sort of trust
users and and communities um to try to
build up um against the sort of social
engineering that happened in that
situation. Um, and it's it's a shame
that huge incidents like this is what
has to wake us up to this. And I think
as technologists, most of us knew these
hap these things happened, but to
convince our bosses something major had
to happen, [laughter] the ones who have
the money. Um, but but it's going in the
right direction. I'm really happy to see
open source um taking these things
seriously and the companies investing it
in. Um and then today, so if you Google
the core infrastructure initiative,
you're like, Liz, you said that was
created and it was awesome, but now it's
gone. Um it was actually just pulled
into the the broader um open source
security foundation. Um I've been to a
few of their events and the thing I love
about the open source security
foundation is they develop not only like
best practices for open source software,
they have a badging program for pro
projects, um but they also develop
tooling. Um, and it's really like a home
for tooling um that is very uh both like
like scanning for for vulnerabilities
but also just like it's a home for
security software um for open source
projects. Um and so they help in general
and then have conferences around all
this stuff and like best practices and
are continually developing things for
open source projects to follow. So we
are in such a better place security-wise
than we were even you know five or 10
years ago.
Um, the other thing I hear a lot about
in mainframe space is the support
component. Um, a lot of these companies
are concerned that they like they're
using open source software. They just
downloaded it from the internet. No
one's going to support me. Um,
first of all, I'll say that's a very
outdated view of things. Um, there are a
lot of companies out there who are doing
open source software support these days.
um which is it just makes this myth just
increasingly untrue. Like it's just it's
not the case anymore that there's no one
out there to support the software. Um
but if you do find yourself in a space
where you're like hey my company wants
to use this there doesn't seem to be a
company behind it. Um or there's a
company but they don't offer it for like
you know working in mainframe like they
don't offer it for my platform or I
don't think they have the right tooling
around what I need for this. Um but they
don't ask
um they just look at a company's website
and they're like ah they don't support
us and they move on. Um so my my plea is
to say like just ask like you know email
someone on their sales team um or you
know go higher than that and say like
hey you know I've got this potential big
support contract coming your way like
can you can you support us? Um, and
additionally like a lot of these
companies who are offering support, they
tend to have a stack that they want to
sell you and you can get like support
for a specific product, but if you find
that like you want support for a
specific product and you're using
something else that you really can't
find support for, that company may have
a solution for you. So really just like
engage with the teams at those companies
and say like, "Hey, I need support. I
want to pay for it." Um, and just see
what you can we can get out of that. And
you get further than you might expect. I
will say um and if that doesn't work um
you could also approach larger companies
who you may have had business dealings
with. So I like working at IBM I know we
have clients who come to us for
everything even though we don't do
everything. So what we have is we have
an extensive program with our um like
independent software vendors that we are
partnered with and so say someone comes
to us for you know support on some piece
of open source software we may say like
okay but you have to go to this other
company for that and in some cases we
actually have gone to that other company
that supports it and be like hey like
can you add S390X support we're going to
be your partner in this we're going to
help you do that and then you'll get
this customer [laughter]
um and like having having a customer
ready for that development work is like
the biggest thing for us. So again, like
you know, come to your IBM or come to
your whoever you're working with in the
technology space and see if they have
influence over getting support for that
piece of software that you're looking
for or that maybe they'll support it
themselves,
but it's just not as big as a problem as
I think a lot of people make it out to
be.
The second part to this is really just
taking a step back and asking yourself,
do I need a support contract? Um, this
came up at a panel I was doing um, back
in October around open source software.
And this one guy was mentioning that
like the new engineers that they're
hiring on their teams, they don't want
the support contract. They know how to
use Google. They know how to use Stack
Exchange. Um, and these days like they
know how to take a pile of documentation
and shove it into AI and get answers out
of it. So like it the support contracts
are kind of a thing of a bygone era for
some of these organizations and they
just go to them by default. But I think
a lot of companies need to you know step
back and say like is this really
important for me? Do I actually need a
support contract or is my tech team
capable of figuring this out on the
figuring out themselves? Um, another
thing I learned from from speaking with
someone um was that like sometimes
they'll get a support contract for a
year and then they'll be like actually
we now have our expertise in house so we
don't need that anymore or like the
support contract made us feel better but
it turns out we don't actually need it
so they'll just drop it after a year
once they build up that in-house
expertise. Um, so yeah, just asking
yourself like do I actually need this
today?
And the last thing I want to dive in
rather extensively to is is expertise.
Um so again, companies are afraid that
they don't know how to do open source.
Um [sighs]
especially if they're not necessarily a
technology company. Um I mean look at
the automotive industry. I'd say they're
a technology company, but a lot of them
are like, "No, we make cars. We don't
make software." I'm like, well, a lot of
you make a lot of software, but
essentially they're just like, we make
cars. I'm like, all right, all right,
fine. Um, but there are a lot of
companies, you know, we make widgets, we
don't make software, right? So, they
just don't believe that they have the
expertise to do something like
contribute to open source software. Um,
so my my first thing I' I'd say to them
is like you don't have to know how. Like
there are foundations out there that
will do this for you. Um, and they kind
of one of my friends referred to them
like foundation in a box. like they will
give you all these resources which I'll
talk about. So the big ones of course
there's like the Linux Foundation, the
ASF um there's other ones like Eclipse
and other ones out there um that do very
similar things and also there are like
industry specific areas. So like if
you're in finance or if you're in energy
there's like sub areas where you can
look for foundations that will support
your journey in open source. Um but you
just so first you see like you know
which foundation aligns with your goals
and then you're kind of set like they
will help you through this whole thing.
So they will provide things like proven
governance structure. So they'll set you
up with like say like okay you need a
technical steering committee or a
technical steering committee maybe you
need a board of like executives.
essentially they'll just lay out what
the options are and you can kind of like
work with others in your in your
industry to figure out um what makes
sense um and sort of pick and choose and
make decisions. Um they'll also provide
you with technology frameworks. So like
if you need hosting or if you need code
or if you need like all the other pieces
that come together mailing list in an
open source project they will provide
that for you. Um and then they can also
help with like growing your community.
um which is I think a lot of um a lot of
folks struggle with because like you
know you're working in the motion
picture industry you don't know how to
build an open source software community
you've never worked out there in the
open with folks um and so the that's one
of the things the foundation can help
you do is like be more open-sourcy about
how you approach your projects
um and then for your you know
contributors there's a lot of stuff
inside so there's mentorship programs
there's scholarship programs there's
diversity and inclusion programs that
the foundations s have expertise in
administering and then they can use that
expertise to give it out to your
community and and benefit your
contributors. So it's it's just having
worked on open source projects where
like I founded them and like I created
my own little fifom like it's it's like
going to a foundation is such a
refreshing experience because I don't
have to cobble together all that stuff
myself.
Um, another big one for companies is
again they are so scared about licensing
and intellectual property. Um and so one
of the things that I saw when I was
working on OpenStack was that when that
all came together um with the member
initial member companies um like HP
where I was working like they
contributed lawyers to like work with
the foundation um to put together all
the legal frameworks to make sure that
all the member companies felt satisfied
with the open source licenses that were
being used with like the agreements that
were being put in place and everything
was all like put together in a way that
the enterprises were happy with. Um, and
that's something that the foundation can
facilitate because your organization,
you know, your Ferrari may not want to
work with Ford's lawyers, right? Like,
um, but if there's an intermediary of
the foundation, they can get them
together, um, to work through those
issues.
Um,
it also means that as I mentioned
earlier, like that means you're not
throwing the software over the wall and
just letting it sit there and not being
able to accept, you know, recruit
contributors. It really helps having
that firm foundation from experts who
have already done it before. Um, and it
protects you as well because you're
finally like your lawyers are like,
"Okay, we can do this. We can contribute
open source with our competitors." And
that's a really good feeling when the
lawyers say it's okay because they never
say it's okay to me.
Um, so anyway, so I I sort of talked in
vagaries here, but just to give you an
example of a project that I've I've
worked on. Um, so I run the software
discovery tool, which is really just
like a NodeJS like web app with a
database back end. It's nothing special.
Um, but it's mainframe related. Um, and
so when I said like we need this because
we need to be able to search what's on
open source software is out there. Um,
the Linux Foundation helped me and the
open mainframe project with like they
created the project for me. Like they
they gave me a logo like I I don't
design logos. You've seen my slides,
right? [laughter]
Um so like they made our little logo and
they like gave us options like how about
this, how about that? I'm like oh that
one's cute. Um they gave us um a
production hosting environment. So we
have like a virtual machine devoted to
the project that I don't have to pay for
which is nice. Um we're hosted in the
open mainframe project GitHub
organization. Um, they set us up with a
channel on Slack. They set up us up with
a mailing list. There's a whole like
meeting and calendaring system that we
can use that keeps recordings and does
transcriptions of our meetings. Um, and
then we also have access to like the
security
tools um, for scanning and things. Um,
and they regularly send us reports that
they run centrally to say like, hey,
like you're in violation of this
license, or oh, you're all good, or like
you have this one piece of dependency
that's that you need to fix up because
it's got a security problem. Um they
will also periodically come to the
technical steering committee for the
open mainframe project as a whole and do
like mini training sessions to remind us
um like what um badges are available
through the Linux Foundation and what
training is available for free for open
source projects to make sure that that
security um things are being checked off
on the lists. Um so they've been helping
our project with some of that stuff. Um
we've also leveraged their um paid
mentorships and this is one that I found
incredibly valuable. Um so the
mentorships are are financed by like the
member companies. So the companies that
invested in the open mainframe project
um they fund those mentorships but it's
kind of like they pay a bunch to the
open mainframe project and mentorship is
one of the places where it goes to. Um
but essentially you get a student for
like 12 weeks um over the northern
hemisphere summer um and they will work
on like a specific project inside your
organization. Um but the reason that
this was so valuable to me is because
working on mainframes this weird niche
little place that no student ever knows
about. Um we were listed with all the
other Linux Foundation mentorship
projects. So there's like hundreds of
projects for every session and we were
just in that list with everyone else. So
people were able to discover our
mentorships without me having to like
tell every student in the world that
mainframe still exist which was a
relief. Um so then we ended up getting
like dozens of people applying for our
things who had never heard of mainframe
but are like hey let's I'll work on
this. So that's been that's been huge
for us. Um and those mentors that I the
mentees that I've had through the
program like some of them have gone on
to speak at conferences and get great
jobs around the world. So I'm just so
proud of them. Um, the Linux Foundation
has also helped our project get on
things like they put us out on their
blog which gets fed into Linux
Foundation promotion machine. Um, and
also like podcasts and interview style
things. Um, even speaking slots at at
conferences like Linux Foundation events
and and like the open mainframe summit.
Um, and just making sure that you're
you're getting the the out there um as
much as you want. We've definitely
leveraged all of that. And this is all
stuff that I could have cobbled together
myself, but it was really nice that I
didn't have to. Um, and it's it's really
nice having that community there um of
support even if I know what I'm doing,
right? Um, the other thing that that
came up a lot in my conversation is um
open- source program offices. Um, so I
remember being at an open source summit
a couple years ago and there was a woman
who was working at Ford and she was like
like she's like my team does not
understand open source and I think they
were trying to develop an open source
program office at the time. Um, and
essentially what an open source program
office does is they they coordinate um
the uh like the the goings on of open
source within your company. Um, and it's
kind of like they they handle like how
uh people in your company contribute,
um, what licenses it's okay to
contribute to, and then just sort of
make sure they keep on tabs of like
who's contributing what, and that your
contributions are going in a way that
properly reflects the company, right?
Um, and so there's this thing called the
to-do group, and that's what that QR
code is there. It's just I think it's
toddroup.org.
Um, maybe. Um, yeah, toddroup.org. And
that is like expertise from dozens of
people working in OSO all over the world
for a bunch of different companies in a
bunch of different industries putting
together their collective knowledge so
that if your organization wants to
create an ospo they can go to to-do
group and basically like learn
everything on how to create one and what
is necessary and what kind of expertise
you need in that. Um I run an ospo by
myself. I would not recommend that but
the benefit for me is that I I have like
broader IBM above me. So I run the OSPO
for IBMZ specifically. Um but I have
like IBM above me like does all the
legal stuff and contribution guidelines
and stuff. So I don't have to worry
about that. I mostly work about around
like coordinating open source project
which is the fun part. Um but there's a
lot of resources. So there's like they
wrote they wrote a book um like a PDF
that you can download about about
running OSOs and then there's the the
OSPO definition there too. If my
definition wasn't good enough which it I
think it was sufficient but you can dig
deeper.
Um, the other thing, um, one thing I was
talking to Nithia about about her
experience at Comcast, um, was that the,
uh, your developers may not know how to
do open source yet either, especially if
they're coming from more traditional
like waterfall development workflows or
where they feel like they need to land a
whole feature in one patch. That does
not go over so well in open source
communities. Um, so there's also
guidelines for how you contribute to
open source um that are out there. And
again, To-Do Group made a great one that
the Linux Foundation that's in this QR
code here. Um, it's an open source guide
just to like tell you how to open how to
contribute to open source. Um, and then
there's lots of guides out there like
GitHub has some good guides that cover
like the technical parts of how to
contribute, not necessarily the social
components. Um, so there's just guides
all over the place. And the really key
thing is that you make sure that your
developers in your organization get a
hold of these guides so they can build
up their expertise and then also doing
like routine training internally or
telling them to go to a conference um
and meet other people um who are doing
open source to sort of learn what the
culture is because we do have a very
distinct culture in the open source
world and if someone tries to land a
1000 line patch in my project I'm going
to not be happy about it. No, I'm going
to be happy, but I'm going to tell them
that that's not how we do it very
nicely, and I'm tell them to break it up
into like 10 patches. Um, but things
like that, like companies just don't
necessarily know that, right? Because if
that's how they do things internally,
that's how they're going to approach
open source projects. But I'm not going
to review a thousand lines of code. No,
thank you. [sighs]
Um, another thing that was that was came
out when I was talking about this talk
was the uh just in general like
organizational reputation. Like there
are companies in tech that we want to
work for. Like they have a good
reputation. We know they have a good
tool chain. They work on interesting
things and you want your organization to
be one of those companies. Um, I know
we're going through like a kind of dip
like you know it's cyclical, right?
right now a lot of people are looking
for work, but I'm sure we'll come to a
time very soon where companies are
fighting over engineers again because we
always go back and forth. Um, but I
think, you know, you want your company
to be desirable to developers and a lot
of developers these days want to work on
open source. Um so having that
opportunity and making sure that your
organization is you know your developers
are being trained in a way that is open
source friendly um is really um helpful
to to attracting the the that top talent
um that you want in your organization.
So all right got time for questions. So
just just to conclude my checklist is
just you know identify what you can open
source in your industry um to make um
and make a foundation out of that. Um
and then continuously address security
concerns um continuously address and
foster that support concern that that
pops up in in a lot of a lot of
companies and then you know support
building open source um expertise right
there in your organization. So,
some references and how to get a hold of
me. That is my cat sitting on 3D printed
components of a typewriter that I'm
building. And if you want to talk about
that, that' be fun later. Okay.
[laughter]
Um, but yeah, any questions?
[applause]
Anybody in the audience have any
questions for Elizabeth? Great talk by
the way.
>> Yeah. Um, I will start on this side.
Anyone from this side since I'm already
over here? Anyone?
Anyone on this side that wants to ask a
question?
>> Oh, there's one over here. Back.
>> Where? Oh, over there. Okay, perfect.
>> All right.
Thank you very much for sharing your
reflections of two decades. Uh, it's
really interesting to see how you
navigate and through all these uh
different projects you contribute. Uh
what are the key uh lessons for
um
fresh for example who is
like right now
uh there are there is a community base
from the developer side which was not
ready I think in the in the past years.
So
uh it looks like from your presentation
that you have been part of many
projects. So what is your take about uh
specific uh sticking to one open source
project and make it happen u and
sticking to it uh as opposed to hopping
many projects. So what is your
recommendations for uh uh developers out
there who are in the market uh who want
to make a difference apart from their 9
to5 jobs? Mhm.
>> Um how should uh they what mistakes they
should not make? Yeah, that is a very
very good question because I I noticed
you know you're you're paid to do a job
and your job is working on that open
source project like what happens when
you want to move on from that and I I
think I think I've left a little piece
of myself in every open source project
I've worked in and I to some extent I
have somewhat stayed involved in that
community or at least offered a gentle
handoff of the work that I was doing
because the fact is like people
understand that people change jobs. Um
they know that like open source stuff is
is you know you do move on from things.
Um but I will say just like being aware
that when you join an open source
project you become responsible for
something. And just because your job
changes doesn't mean that responsibility
goes away. And so I've tried as hard as
I can like when I'm transitioning jobs
I'd be like listen guys like I have to
go work on this other thing now and like
now it's time for me to hand off. like
here's what I did in the project and
this is what you're going to need to
replace and those transitions when
you're upfront about it and also like I
didn't I didn't fly to Mars right like
you can still reach out to me and a lot
of the work I did in OpenStack people
were still messaging me like a year
later and I'm like oh yeah yeah sure I
I've even like hopped on pull requests
and things like just like oh can you
review this because I know you were
really did a lot with git um and so
sometimes I do just pop back and do a
little free work right on something that
I worked on in the past um and I still
like in in Debian community. I'm still
involved with the Debian community. That
was like my first big open source
project. I still work a little bit in
the Ubuntu community here and there. Um,
and I I still have some very good
friends from that time. But just making
sure that you I mean I wouldn't say that
it's like a lifelong commitment to every
open source project you touch. But
understanding like feeling that
commitment and understanding that that
was something that you did and something
that you were responsible for and just a
gentle handoff would be my my strongest
suggestion. Um, and for me, I mean, I
never like I love doing all this stuff.
So, it was never like work work for me,
right? Like some of it was work work,
but like, you know, I didn't mind
hopping back on OpenStack for a few
things here and there, even when it
wasn't my job anymore, just to ease that
transition because they they the people
I worked with were my friends and
colleagues and like I cared about them
and I didn't want to leave them just,
you know, without my without my
expertise there just because my job
changed. So, just kind of be mindful of
that. Don't go overboard with it
necessarily, but just be thoughtful
about the fact that you are a key person
to the project and don't just drop it
off the floor and disappear. [laughter]
>> Oh, we have another
>> Thank you. Hi, thanks for the
presentation. Um, I was curious about
your experience with software defined
vehicles. Um, did any of that work ever
take you to transit agencies? like was
there any overlap with that or was it
mostly like you know light duty
single-use vehicles?
>> That's a that's a I
it did not trend move over to other ones
because the focus was really like I mean
it's that one is more of a working
group. So they really are focused on
like doing research and like collecting
input from the industry to just like put
out into reports and then discuss of
what the the like the biggest problems
are I guess in in the space. So they
really were like hyperfocused really on
like individually owned vehicles in that
in that case. Yeah. But I think there's
there's plenty of opportunity and one of
the reasons I put together this talk is
there's so many industries we're not in
yet that I think we need to be in. Um
and the we're kind of like I think we
got the lowhanging fruit already and by
going into like automotive and stuff
we're starting to do harder ones but I
think there's industries out there that
we have we really need to bring some
more open source into um because there's
a lot that can be shared between
organizations.
We have time for one or two more if
anyone in the audience has any
questions. I know everyone is um looking
forward to lunch. So if not um thank you
all for coming. Yeah, give Elizabeth a
hand everyone. That was a wonderful
talk. Thank you. [applause]