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Welcome to the Cloud Native in 15 Minutes podcast.

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If you haven't listened before, the goal of this podcast is simple,

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to explain some complex but increasingly important and even strategic technologies

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and about the time it takes for a coffee break or a walk in the park

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or a short commute, whatever it is you do in 15 to 20 minutes.

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I'm your host, Derek Harris from Pivotal, and the topic today is open source,

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specifically how enterprises should think about open source software.

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Joining me to discuss that topic is Stephen O'Grady, co-founder and principal analyst of Redmonk, an analyst firm.

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We dive into a wide number of topics involving open source, including everything from, you know,

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the actual cost of open source, whether it's worth doing it yourself with upstream code

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or buying something from a vendor, whether it's worth contributing to open source projects

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versus just consuming them, how concerned enterprises need to be about some of these new

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open source licenses that have been sprouting up from companies the past couple of years.

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So really, really insightful conversation.

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Stephen's really informed on these topics and offers, I think, some good advice and good ways of thinking about it.

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And before we get into the interview, just a quick reminder, if you listen to this podcast on Apple Podcasts,

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especially, please give a review and a rating.

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It's really helpful.

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And also, if you like what you're hearing on the podcast and want to read write-ups of these podcasts

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and want to read more about digital transformation and some of the underlying technologies

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and cultural changes and just everything like that, you can follow the Intersect blog.

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That's at pivotal.io slash intersect.

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We're also on Twitter at at intersect IT.

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And with that, here's Stephen O'Grady and me talking about open source.

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All right, Steve.

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So to start, can you talk about, like, as a general rule, how much weight companies should give

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to whether or not software they're considering using is open source?

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Honestly, I think it depends on the company.

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If I'm making the decisions, if it's a company that I'm running, open source certainly affords

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some advantages, you know, in the sense that it's sort of most obviously, you can, you know,

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potentially mitigate, you know, sort of the threat of lock-in.

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This is assuming, of course, relying on an open source project that enjoys support from

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multiple parties.

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In some cases, there are cost advantages.

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In other cases, you know, there are advantages in terms of being able to see the source code

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and, you know, sort of understand sort of what it's doing in sort of rarer cases, you know,

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sort of making fixes or contributions yourself.

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But the net is, is that, you know, there's no hard and fast rule that open source is better

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in every case.

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But, you know, sort of the landscape today is that the majority of infrastructure software

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tends to be open source, and there's a reason for that.

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All right.

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Yeah, you mentioned infrastructure software.

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Does it matter what layer we're talking about?

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Because there's, you know, there's obviously a difference between maybe an infrastructure

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software like Kubernetes, and you move up to the database layer where you're going to

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mix the stuff.

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And then like at the application layer, there's not a whole lot of open source, frankly.

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So it seems like.

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Yeah, for a whole variety of reasons, you know, typically when we talk about open source within

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the enterprise, you know, we're typically talking about infrastructure, right?

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And, you know, while functionally, obviously, something like Kubernetes is very different,

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you know, than a database, in big picture terms, from an enterprise standpoint, there's

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not a lot of distinctions, you know, between them from an open source standpoint, again, with

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the exception that, you know, there are, I don't know, databases, for example, that are sort

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of backed by single entity rather than, you know, sort of a sort of wider community, you know,

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so that's something you have to take into account.

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But by and large, like I said, if you're going to be using infrastructure software, the odds

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are pretty good that you're going to be using something that at a minimum is based on open

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source software, if not open source software outright.

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All right.

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Is there, I mean, is there a reason that, do you think there's a reason why the infrastructure

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layer is so open source?

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Is it just a matter of like, you know, low, like less value add, I guess, or?

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Well, you know, I think there's, I think there's any number of reasons for that.

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You know, there are, you know, there have been sort of competitive drivers, you know, for

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people to contribute in this fashion for, for a long time, right?

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So in other words, if you, for example, if you want to go back to the rise of Linux, right?

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You know, Linux was, you know, sort of a combination of, you know, developer led in the early days,

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you know, where developers wanted to get their hands on essentially an operating system, you

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know, without having to pay for a commercial version, you know, something like Windows.

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And that was complimented sort of ultimately by companies, you know, that wanted to sort of

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decrease the, the stranglehold that Microsoft's enjoyed, you know, via Windows on customers,

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right?

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So, you know, that sort of ushered in an era in which, again, driven by different motivations,

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you know, sometimes it was primarily developer led, sometimes it was more commercially led,

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you know, many times it was a combination of both.

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You know, we've, we've had an era where open source software has been infrastructure, open

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source software, I should say, has essentially become the default.

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And as I said, there's no single reason for that, but, you know, over time, it also becomes

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a self-fulfilling prophecy in the sense that, you know, if you, if you have open source software,

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say at an operating system level and a database level, then the question becomes, okay, why

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wouldn't I have that for my orchestration, my container orchestration layer, right?

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Why would that sort of uniquely be proprietary?

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So, you know, basically what we've, what we've seen over time is, you know, sort of a mix

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of factors that led to it.

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And then, you know, as I said, it just became a, essentially a self-reinforcing cycle, you

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know, over time, you know, it has led us to where we are today.

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All right.

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You mentioned earlier the, that data, some database projects, for example, are ran by maybe

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a single entity or a company rather than, let's say a foundation.

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Do you see a difference or should companies think about a difference between something

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managed by a foundation versus managed by a single entity?

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I guess I can think of reasons.

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Yeah.

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I can think of examples, I guess, where foundations, you know, are, you know, are better sometimes

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where it's like, well, you know, that's not a very active foundation or that's not a

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very active community.

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So how do you weigh that element of it?

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Well, you know, I think, you know, very much like open source versus proprietary software,

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there's no sort of one size fits all, right?

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You know, so there are situations in which, you know, sort of you will be perfectly adequately

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served, you know, by a, an open source project that is backed by a single entity.

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You know, and the nature of open source is such that, you know, even in cases where, you know,

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for example, MySQL was primarily developed strictly by MySQL for years, right?

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And, you know, without getting into the minutia of the licensing and the dual licensing model,

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there were many sort of external changes available.

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But as if you're talking about vanilla MySQL, that was, you know, sort of a project that

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was developed almost entirely by MySQL, the company, at least in the, in the early days,

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it's, it's changed, you know, somewhat since then versus Linux, right?

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Linux was very much the sort of confluence and collaboration between lots and lots of different

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sort of commercial third parties.

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Both of those were, you know, very successful projects, you know, sort of in their own right.

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So there's no, there's no sort of, you know, sort of hard and fast, you must do one or you

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must do the other.

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Sort of the, the sort of one thing that does tend to, you know, point people towards foundation

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led projects is that you are theoretically at a decreased risk of being locked in, right?

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Because, you know, if you are sort of primarily oriented on a project that, you know, comes from

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one provider, then, you know, by, you know, sort of by virtue of being the sole provider,

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they're able, they're in a position to sort of more easily dictate terms to you, you know,

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versus, hey, I can theoretically get this open source project from any one of multiple

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players.

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In practice, you know, how does that really work is sort of an interesting question.

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But yeah, there's no, there's no one way to do this.

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All right.

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And you mentioned, so we've talked about, you mentioned locking a couple of times.

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The one thing we haven't talked about is cost.

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And I wonder, you know, I think this might just be, you know, element of maturation in terms

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of both buyers and, and the open source community.

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But I mean, what's a realistic way to think about if I'm a company or enterprise saying,

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hey, listen, we're, you know, we're committing to open source, you know, that, like, that doesn't

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mean free, right?

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So what, what's a realistic way to think about what, how does that cost structure shift as

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you make that switch?

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Well, a lot of it depends on the layer, right?

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You know, the layer that we're talking about, you know, the most important thing is exactly

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what you said, right, which is that open source is not, is not free as in, as in beer, right?

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And that has been a sort of less, much less of these days, but certainly years ago, people

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would sort of look at this and say, hey, I can sort of go get this off the shelf, you

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know, pick a category operating system database, whatever, and say, hey, I can use this for

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free.

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Well, at the end of the day, most businesses are not in the business of maintaining or developing

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software, and therefore, they need help with that, right?

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And so at some point or another, you're going to be paying for it, even if you're not paying

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for it in the form of an upfront license, you know, sort of as you're used to.

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So, yeah, in other words, that's, you know, that's the most sort of important change.

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Now, as I mentioned before, you know, with open source, you are, you can theoretically enjoy

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lesser costs in the sense that in many cases, there are multiple suppliers versus something

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like a Windows, you know, for example, where you can only get that from Microsoft.

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And even in cases where, you know, there is, you know, I mentioned MySQL earlier, which

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was primarily developed by MySQL, other people can pick up and support that code, right?

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So if you don't like the support or service that you're getting from MySQL, theoretically,

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you could go to some third party, you know, supplier or Percona or somebody else.

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So, you know, that has a, you know, sort of has the ability to, you know, sort of somewhat

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decrease your costs.

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But, you know, at the end of the day, you know, like I said, the most important sort of

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takeaways is that this isn't, you know, this isn't free.

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You're going to have to pay for software to be developed and software to be supported and

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serviced over time one way or another.

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All right.

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Yeah, I think, yeah, I think that the, I would ask, is there, do you censor the type of company

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or do you, when you're talking to clients, is there a type of company where it makes more

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sense maybe to do this DIY or do it yourself approach, right?

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Using vanilla open source, using, you know, upstream open source and investing in engineering

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versus saying, hey, there's an enterprise version of this product.

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That's probably where we should be investing.

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Well, I mean, you know, sort of the classic example that, you know, are some of the classic

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internet companies, right?

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In the sense that, you know, if you are in Amazon, if you're Google, if you're a Facebook

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or whoever, right, you're probably not, you're going to be operating at a scale in which licensing

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in sort of traditional, even if you're not paying sort of per license of software, if

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you're, if you're licensing for support and service on a sort of per machine basis, that

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just isn't going to work.

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Right.

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So at that point, you know, it's one of the reasons that, you know, sort of all of the

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above, you know, have invested heavily in, you know, developing, for example, and approving,

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you know, MySQL is one example, right?

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Google and Facebook, you know, in particular, you know, have had, you know, teams that have

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been very, very good at sort of building, maintaining, running that software, you know,

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but that's not most enterprises, right?

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That's not most businesses.

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Most businesses are not going to be anywhere near that scale.

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So, you know, I sort of put the sort of companies that are in the bucket of managed, you know,

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being in a position to sort of really invest in and manage their own open source software

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as a very, very small bucket.

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Everyone else for the most part is going to need help at least somewhere.

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You know, they may choose to run, you know, certain pieces.

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You know, if you are, for example, a small business, many small businesses rely, you know,

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historically rely on things like the LAMP stack, you know, to, you know, essentially to run

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websites and things of that nature.

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And that's not something where you need to go out and buy a license for, you know, say

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Red Hat or MySQL and so on, you know.

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So, you know, there are things where, okay, you know, this is not a huge area of focus.

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But for most businesses, you know, you're probably going to want to pay in something like a

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traditional enterprise fashion.

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Yeah.

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The one thing that struck me lately is looking at a project like Kubernetes, for example, right,

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and saying, like, this thing is being updated.

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You know, the new releases are coming out every quarter.

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Right.

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And the long-term support is not, you know, is whatever.

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It's like N minus two or whatever it is, right?

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And so basically, yes, if you fall behind real quick, if you're not used to, if you're

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trying to manage that and you're not used to that pace of change and updates and upgrades.

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Well, it's also, you know, is that a good area for you to invest in, right?

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In other words, you know, if you're part of your job, you know, is sort of building out

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an operating sort of infrastructure at scale.

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It might be.

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But if your focus rather is, all right, I need to develop, you know, essentially applications,

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you know, for my customers, whatever those are, and I don't care as much about the enterprise

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or the infrastructure rather, then, yeah, it's probably not going to be a good area for

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you to invest in.

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So, you know, it really comes down to, you know, sort of what are you doing?

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What are you providing?

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And what's most important to the organization?

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What's your focus?

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All right.

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And then how do you feel about or what's your thought process in terms of, you know, again,

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like if I'm in a large enterprise, you know, going with an open source product first, you

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know, that's coming from, even if it's an enterprise version, right?

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Even if I'm paying for it, that's coming from, say, a startup of which there are many

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or even a startup or, I mean, there are public companies, frankly, that are pretty small in

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this space, right?

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Relatively speaking, compared with an Elastic, perhaps, right?

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Compared with like an open source project coming out of Amazon or Google or Microsoft or one

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of these large vendors.

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Is there a trade-off there?

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Yeah, for sure there are.

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Typically, what you find is that, you know, the company, you know, taking Elastic, you know,

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they are going to be in many, you know, they're the ones who primarily develop the software.

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They employ the vast majority of the engineers in the planet qualified to develop the software.

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So for sure, there's going to be a, you know, sort of a technical distinction, right?

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In terms of sort of what they're able to offer.

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You know, so, you know, depending on what you need, you know, that may be sort of the right

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fit.

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In other cases, you know, it may be a case of, all right, well, the 20% or whatever the

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sort of actual technical delta is, you know, it's not super important to me.

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I just have some basic needs, in which case I'll go to a mega cloud provider, right?

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I'll go to one of the hyperscale folks.

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And yes, this is not going to be bleeding edge.

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And I may lack features A, B, and C, but I don't care about those, right?

242
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So again, it really comes down to what are you trying to do?

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And how strategic, I guess, is the asset in question?

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And if the asset, you know, in question is strategic, then, you know, it's pretty reasonable

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at least to consider the people developing that asset as your first stop, you know, versus

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folks that are more in the business of, you know, essentially, hey, I run this, sort of

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then maintain this at scale.

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You know, those are meaningfully different things.

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All right.

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For sure.

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Okay.

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And then the other question, I mean, and speaking of Elastic, this is like, should

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enterprise users care, particularly their buyers care about, there's been a kind of a spate

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of modified open source licenses that have come out over the past couple of years.

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You know, my take personally, and I could be way off, is that this is probably more, and

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this is definitely an anti-competitive sort of maneuver versus something trying to, you

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know, lock in customers.

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But I'm curious what your take on that is.

259
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I would agree.

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I tend to think that, well, put it this way.

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I think the behaviors, the trend towards these sort of anti-compete licenses, you know, or

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hybrid licenses, you know, as I have typically referred to them, I don't think are going to

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yield the benefits, you know, that the folks employing these licenses expect.

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So I think from a strategic standpoint, these efforts are misguided at best and damaging

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at worst.

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As far as the enterprise buyers, you know, should they care, you know, the folks employing

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these licenses will tell you no, in the sense that, you know, look, you know, in many cases,

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if you're engaged in a commercial relationship, very likely you're buying your way out of, you

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know, the sort of the complicated license.

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And so therefore you don't care.

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My take is, is that that's incorrect for a couple of reasons.

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One, that assumes that you are aware of all the usage within your company, which tends not

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to be the case in my experience.

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In other words, you may be aware of, you know, sort of most of the usage, but if somebody is

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in an area of your company and is using the license in a way that is incompatible with

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these new provisions, then, you know, you may end up running into difficulties as a result

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of that.

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But also at scale, you know, it presents a, it presents a challenge for businesses, right?

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Because basically, you know, we have evolved into a world in which open source is essentially

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accepted at most mainstream enterprises because the licenses themselves are standard, predictable

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and understood, right?

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So over a period of, you know, better than 20 years, you know, these licenses have been released,

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embedded and, you know, have really stood a, you know, withstood a fair amount of legal

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scrutiny, both on a market basis and within sort of individual enterprise buyers, which

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is why most enterprises say, okay, we have a sort of approved list of, you know, you can

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use, you know, these licenses, you know, if the project you want to use is one of these

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licenses, you're fine and you don't have to come talk to us.

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And the difficulty is, is that with a lot of these modified open source licenses, they,

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you know, aggressively and in some cases intentionally blur the lines between what is open source

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and what is not, right?

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So, you know, one of the, one of the sort of implications of a couple of these is, well,

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you can't offer this as a service, you know, and the intended target there is Amazon or,

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or, you know, Microsoft or whomever, you know, any of the hyperscale cloud providers.

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But what if you're in a scenario where a centralized IT, you know, runs, you know, sort of the

295
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software and then offers it up to divisions as a service, do you trigger that license or

296
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not?

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That's something that previously you would not have had to worry about because we, we

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understood the boundaries of these licenses.

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Now, maybe you do.

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And, you know, what we've seen, you know, to date is, is that, you know, each new sort of

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hybrid or, or sort of non-compete license seems to encourage the next.

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00:18:46,480 --> 00:18:51,720
And that can lead to, you know, sort of what is called license proliferation, which is something

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that the OSI, you know, has, has fought for years, you know, many, many people who have

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tenure in this industry on the open source side have fought as well.

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And what that essentially means is that, you know, licenses work essentially, if we have

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a, a more limited set of understood licenses, if everybody starts coming up with their own

307
00:19:10,700 --> 00:19:15,880
license, then every sort of license consideration is a one-off, right?

308
00:19:15,880 --> 00:19:17,500
And that just, that just doesn't work.

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00:19:17,880 --> 00:19:22,580
So in other words, if I have the GPL or the Apache license and they apply to whole swaths

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of products, I can evaluate a license once and then approve dozens of these things.

311
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If every, you know, if, if every sort of new vendor comes out with, here's my license and

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here's my license and here's my license, you know, that's not good for the vendors.

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00:19:35,980 --> 00:19:38,860
It's certainly not good for the businesses who are going to be, you know, basically having

314
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to review more licenses.

315
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So yeah, I am, I am very strongly against these licenses.

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I have recommended against them both publicly and privately.

317
00:19:46,420 --> 00:19:51,660
Um, but at present they seem to be, they seem to be rowdy, uh, for better or it might be

318
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for worse.

319
00:19:52,220 --> 00:19:53,860
Great news for legal teams though, right?

320
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Yeah.

321
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It never stops.

322
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More work for them.

323
00:19:57,400 --> 00:20:02,120
And then finally, Steve, like, you know, so the other, so there's obviously the consumption

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side of open source, but how do you think, how do you think organizations should look at

325
00:20:06,840 --> 00:20:09,560
like the contributing side of open source, right?

326
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Whether it's contributing back to projects they use or whether it's, you know, actually,

327
00:20:14,040 --> 00:20:17,760
you know, starting their own projects and open sourcing them, is there value in doing

328
00:20:17,760 --> 00:20:18,040
that?

329
00:20:18,860 --> 00:20:19,760
Yeah, for sure.

330
00:20:20,140 --> 00:20:22,460
Uh, you know, the effort there is high, right?

331
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The education side is, is, uh, non-trivial, um, for sure.

332
00:20:27,100 --> 00:20:28,660
But in other words, like, think about it this way.

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00:20:28,660 --> 00:20:34,380
If you, if you, um, you know, if you're an organization of sufficient size, you know, that

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00:20:34,380 --> 00:20:39,500
you run some open source piece of infrastructure and you have a patch, you have a fix, you have

335
00:20:39,500 --> 00:20:42,800
a, you know, sort of whatever, something, you know, to potentially contribute back to the

336
00:20:42,800 --> 00:20:45,780
project, uh, you know, essentially you have two options, right?

337
00:20:45,820 --> 00:20:50,940
Which is, uh, you know, try to contribute that back upstream to the project, um, and have

338
00:20:50,940 --> 00:20:57,640
that become part of the core or, uh, essentially applying your unique patch every time a new

339
00:20:57,640 --> 00:20:58,880
release is, is come out.

340
00:20:59,020 --> 00:21:02,640
And in many cases that'll void your, your support, your warranty, right?

341
00:21:02,780 --> 00:21:07,060
And that doesn't seem like a terribly complicated choice, you know, to most people.

342
00:21:07,700 --> 00:21:13,180
Um, so that's why we're seeing sort of more, more thoughtful policies about contributing

343
00:21:13,180 --> 00:21:14,340
back to projects.

344
00:21:14,760 --> 00:21:19,220
And it can be difficult in some circumstances because, you know, what you hear from, from

345
00:21:19,220 --> 00:21:23,800
enterprises is, I don't want to subsidize the development of, you know, you know, this

346
00:21:23,800 --> 00:21:25,080
vendor's product and so on.

347
00:21:25,480 --> 00:21:29,240
Um, but we're, we're sort of gradually getting people to the, to the point where it's like,

348
00:21:29,280 --> 00:21:31,340
look, this isn't, you're not paying to develop it.

349
00:21:31,380 --> 00:21:33,820
You're paying not to have to repatch this thing over and over.

350
00:21:34,160 --> 00:21:34,600
Right.

351
00:21:34,660 --> 00:21:38,820
So, you know, progress I think is being made there launching their own open source projects.

352
00:21:39,060 --> 00:21:43,160
Um, it, that is a more complicated question.

353
00:21:43,260 --> 00:21:44,620
It can be a very, very good thing.

354
00:21:44,620 --> 00:21:48,180
Uh, you know, Capital One has done this with, you know, things like Hygieia and so on.

355
00:21:48,700 --> 00:21:53,660
Um, it's harder simply because, you know, basically launching a project, you know, takes a fair

356
00:21:53,660 --> 00:21:54,580
amount of time and effort.

357
00:21:55,220 --> 00:22:00,480
Uh, and that may or may not be of, of, you know, sort of benefit, you know, uh, to the

358
00:22:00,480 --> 00:22:01,340
parent organization.

359
00:22:01,840 --> 00:22:07,180
Um, but in some cases, you know, if the, if the software itself is valuable, uh, and, you

360
00:22:07,180 --> 00:22:11,960
know, sort of meaningfully, um, you know, received by the market, you can find, uh, you

361
00:22:11,960 --> 00:22:15,560
know, homes, you know, in, in the form of foundations that will take on that code for

362
00:22:15,560 --> 00:22:15,800
you.

363
00:22:15,800 --> 00:22:21,140
And therefore you get to offset some of the, oh, legal trademark IP validation, et cetera.

364
00:22:21,540 --> 00:22:23,660
Um, overhead, you know, of maintaining these projects.

365
00:22:23,660 --> 00:22:24,880
So there are benefits.

366
00:22:24,880 --> 00:22:28,380
That's a, that's a more complicated question though, than just sort of contributing fixes

367
00:22:28,380 --> 00:22:29,140
and patches back.

368
00:22:29,400 --> 00:22:29,480
Right.

369
00:22:29,540 --> 00:22:32,620
And kind of the implicit benefit too, is, is recruiting.

370
00:22:32,880 --> 00:22:33,240
Correct.

371
00:22:33,300 --> 00:22:37,760
In the sense that one, one, you look cool and two, but if, but two, if you're, if you're

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00:22:37,760 --> 00:22:42,560
using this and contributing stuff, you actually, you, you're, you're a pool of talent to come

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work on your stuff.

374
00:22:43,420 --> 00:22:45,740
It's just immeasurably larger because there's the learning curve.

375
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Kind of.

376
00:22:46,920 --> 00:22:47,120
Yeah.

377
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The learn, the learning curve is, is, is for sure better.

378
00:22:49,520 --> 00:22:53,780
And you can also recruit, you know, sort of in many cases, uh, better talent because,

379
00:22:54,260 --> 00:22:57,980
you know, if, if, you know, like if I'm a talented engineer and I can pick between two

380
00:22:57,980 --> 00:23:01,920
options, you know, one in which I write a whole bunch of code, nobody ever sees it, or

381
00:23:01,920 --> 00:23:06,120
two, I write a whole bunch of code, uh, you know, on behalf of an enterprise and it makes

382
00:23:06,120 --> 00:23:11,080
its way into, um, you know, sort of these, these sort of public, uh, open source projects.

383
00:23:11,360 --> 00:23:13,760
I'm more marketable, you know, sort of in the second example.

384
00:23:14,040 --> 00:23:17,260
So, you know, yeah, it certainly, you know, it helps with recruiting.

385
00:23:17,260 --> 00:23:21,240
It helps with, um, you know, sort of the, the talent, uh, that you can recruit.

386
00:23:21,360 --> 00:23:23,020
It helps for retention in many cases.

387
00:23:23,840 --> 00:23:24,080
All right.

388
00:23:24,180 --> 00:23:25,300
It seems like a great place to stop.

389
00:23:25,380 --> 00:23:25,760
Thank you.

390
00:23:26,600 --> 00:23:27,180
Not at all.

391
00:23:27,240 --> 00:23:27,560
My pleasure.

392
00:23:27,900 --> 00:23:28,560
There you have it.

393
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I hope you learned something.

394
00:23:30,380 --> 00:23:36,300
For more information about Redmonk and to read the analysis from Steve and his crew, you

395
00:23:36,300 --> 00:23:38,400
can visit redmonk.com.

396
00:23:38,480 --> 00:23:41,860
That's R-E-D-M-O-N-K.com.

397
00:23:42,240 --> 00:23:49,380
And you can also follow Steven on Twitter at, at S-O-Grady, the letter S-O-G-R-A-D-Y.

398
00:23:50,120 --> 00:23:55,460
For more about Pivotal's broad suite of products and services, you can visit pivotal.io.

399
00:23:55,980 --> 00:24:01,800
And again, as I mentioned in the intro, for more information about, or for more content,

400
00:24:02,040 --> 00:24:07,540
frankly, on, on all things digital transformation and some of the next gen cloud native technologies,

401
00:24:07,540 --> 00:24:14,960
you can visit pivotal.io slash intersect or follow us on Twitter at, at intersect IT.
