open source and the internet of things

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Open Source & IoT In which we consider how open source lubricates & enables IoT & the API economy Simon Phipps, [email protected] · http://meshedinsights.com September 24, 2014 for APICon, London

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Simon Phipps, President, Open Source Initiative Open source is not about free stuff. It's a way of granting permission in advance so that innovation can happen without obstruction and so loose-knit communities can collaborate freely. As such, it's more important than ever in an age of APIs, devices and distributed web infrastructure. This session will: Explain the dynamics of open source licensing Consider the relative merits of licensing "strengths" for IoT Discuss the challenges of software patents to APIs and open collaboration.

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Page 1: Open Source And the Internet Of Things

Open Source & IoT

In which we consider how open source lubricates & enables IoT & the API

economy

Simon Phipps, [email protected] · http://meshedinsights.com

September 24, 2014 for APICon, London

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About Me

● Technical background: electronics, programming

● Worked for three computer giants (Unisys, IBM, Sun)

● Watched & helped history unfold for PCs, the Web, Java, XML, Open Source

● British, US-based for 15 years while living in England

● Now a consultant and author at InfoWorld● Boards: OSI (president), ORG, OSfA -- all pro

bono

o @webmink in most placeso Nexus is http://webmink.com

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Open Source Is Everywhere

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Origins

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Use

Study

Improve

Share

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In The Age Of Cloud Computing, Does

Anyone Care?

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Yes!

Without A PermissionlessModel Cloud Scaling Is Impossible!

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Changing Meaning of Business

Direct Trading

Distribution & Control Points

Meshed Engagement

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FundCreateDeliver

Use

Use

Use

Use

Use

Use

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“A corporation doesn't love you or hate you. Its like a lawnmower. Put your hand in, it gets cut off. It doesn't hate you, its just a lawnmower; it cuts everything.”

– B. Cantrill

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Create

Create

Use

Adapt

Use

Adapt

Use

Fund

Fund

Study

Use

Use

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Industrial Society Required Arbitration Of Ownership Of Natural

Control Points

&

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Innovation in a Meshed Society

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What Is A Community?

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Koan of Contribution

Altruism Without SacrificeKoan of Copyright

Possession Without PermissionKoan of the Commons

Order Without Control

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Open Source Licenses Unlock

Communities Of Use

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Open Source Definition

1. Free Redistribution

2. Source Code Available

3. Derived Works Allowed

4. Integrity of The Author's Source Code

5. No Discrimination Against Persons or Groups

6. No Discrimination Against Fields of Use

7. Redistribution Maintains All Rights

8. License Must Not Be Specific to a Product

9. License Must Not Restrict Other Software

10. License Must Be Technology-Neutral

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Permissionless

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Flexibility

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Freedom To Leave

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"Licenses are constitutions for communities"

Eben Moglen

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Rights Only

Project-Scope

Copyleft

File-Scope Copyleft

BA C

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Rights-Only Licenses

● Clauses concerning:o Attribution o Trademarko Patents

● No requirement to provide source

BSDMIT

Apache

A

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File-Scope Copyleft

● Clauses concerning:o Attribution o Trademarko Patents

● Conditioned on providing source

● Scope of trigger for source requirement is any file

● Scope of requirement is the file you changed

MPLv2CDDL

EPL

B

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File-Scope Copyleft

● Clauses concerning:o Attribution o Trademarko Patents

● Conditioned on providing source

● Trigger is binary distribution

● Provide full source corresponding to distributed binary

GPLv3AGPLEUPL

C

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Special Case: LGPL

● LGPL is class C, not class B

● Scope of "binary" is restricted at a "library" boundary limiting what source must be published

● Still project copyleft though

● Beware especially code reuse

LGPLv2LGPLv3

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Software PatentsModern licenses include patent defences

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Patent Threat Pyramid Patents Threatenin

g Your Software

Not To Scale

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Defences Exist!

Remember, the goal is increased confidence, not perfect elimination of the threat (that’s impossible)

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Patent Defences Pyramid

Patents Threatenin

g Your Software

Open Source License

Scorched Earth(Defensive Filing)

Open Standards

OIN Patent Pool

Not To Scale

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Defence Via Open Source License

● Your open source license matters

● Modern licenses include patent peaceo Example: Apache Licenseo Also GPLv3, MPLv2

● Use these licenses!

● Patent peace means aggressors lose their licenses

● Ineffective against trolls

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Apache License Patent Clause3. Grant of Patent License. Subject to the terms and conditions of this License, each Contributor hereby grants to You a perpetual, worldwide, non-exclusive, no-charge, royalty-free, irrevocable (except as stated in this section) patent license to make, have made, use, offer to sell, sell, import, and otherwise transfer the Work, where such license applies only to those patent claims licensable by such Contributor that are necessarily infringed by their Contribution(s) alone or by combination of their Contribution(s) with the Work to

which such Contribution(s) was submitted. If You institute patent litigation against any entity (including a cross-claim or counterclaim in a lawsuit) alleging that the Work or a Contribution incorporated within the Work constitutes direct or contributory patent infringement, then any patent licenses granted to You under this License for that Work shall terminate as of the date such litigation is filed.

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Use Modern Open Source Licenses

● Old licenses have no explicit patent treatmento Example: BSD

● Possible implied license inadequate for certainty

● New use of BSD etc may signal reservation of right to sue

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Summary

● IoT & API Economy need open source more than ever

● Communities of use depend on elimination of permission-seeking

● Freely licensing rights is the key enabler

● Open source licenses are proven & understood & need no research

● Modern licenses protect as well as enable

● Open source gives API consumers the freedom to leave so the confidence to stay

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The API Economy Needs

Open Source FlexibilityDon’t Deploy Without It!

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Simon Phipps

[email protected]://meshedinsights.com

Open Source Management Consulting

This presentation is the opinion of the presenter. It is not intended to offer legal advice, nor does it represent the views of any entity including OSI and the clients of Meshed Insights Ltd.(c) 2013-14 Meshed Insights Ltd · Licensed under Creative Commons Attribution Share-Alike Unported v3.0