free as in free dom silvio lemos meira [email protected]

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Page 1: Free as in free dom silvio lemos meira  silvio@cesar.org.br

free as in freedom

silvio lemos meirawww.meira.com

[email protected]

Page 2: Free as in free dom silvio lemos meira  silvio@cesar.org.br

free as in freedom: o livro

Page 3: Free as in free dom silvio lemos meira  silvio@cesar.org.br

oss: vem aí mesmo? Open source software has the potential to fundamentally

change the economics of the computer software industry. It will affect how traditional software firms structure the incentives that they provide to their programmers, the product markets in which they compete, and the business models and strategies that they use. It will also impact on the career choices of software developers, and provides an additional means for potential programmers to enter the software industry. The Economics of Open Source Software: A Survey of

the Early Literature, Aaron Schiff, Review of Network Economics Vol. 1, Issue 1 – March 2002

Page 4: Free as in free dom silvio lemos meira  silvio@cesar.org.br

free software: definiçãohttp://www.fsf.org/philosophy/free-sw.html

a liberdade de rodar o programa, para qualquer propósito (freedom 0)

a liberdade de estudar como o programa funciona e de adaptá-lo para suas necessidades (freedom 1)

a liberdade de redistribuir cópias do programa, de tal forma a poder ajudar outros (freedom 2)

a liberdade de melhorar o programa e publicar suas melhorias, de forma a beneficiar toda a comunidade (freedom 3)

Page 5: Free as in free dom silvio lemos meira  silvio@cesar.org.br

f/l/oss classificationhttp://www.infonomics.nl/FLOSS/index.htm

Type Free Redist Unlimited Use

Src. Avail.

Src. Mod.

Public Check

Ins

Viral

Commercial Trial SW x Shareware x x Royalty Free Bin. x x x Royalty Free Lib. x x x x Open Src (BSD) x x x x x Open Src (Apache) x x x x x x Open Src (Linux/GNU) x x x x x x x

Source: Vinod Valloppillil / The Halloween Document

Page 6: Free as in free dom silvio lemos meira  silvio@cesar.org.br

de onde veio isso?steffen evers http://user.cs.tu-berlin.de/~tron/opensource/opensource.html

AT&T, 'Sherman Antitrust Act‘, 1949. 'consent decree' em 1956… “prohibited AT&T to start any other business than

telephone or telegraph services” Unix… policy:

license the software (allowed by the decree) but not to pursue software as a business. ``no advertising no support no bug fixes payment in advance''

sem SUPORTE e correção de BUGS, a comunidade TINHA QUE SE AJUDAR… …they started “to share with one another. They shared ideas, information,

programs, bug fixes, and hardware fixes.” User groups were created where ever Unix was introduced. Among them were universities in many other countries than the USA like Australia, United Kingdom, Germany, Japan. “At ten years of age, Unix was genuinely being used worldwide.”

Page 7: Free as in free dom silvio lemos meira  silvio@cesar.org.br

isso funciona?

SIM

Page 8: Free as in free dom silvio lemos meira  silvio@cesar.org.br

em que contextos? em qualquer um onde seja possível

incentivar uma comunidade aberta de desenvolvedores competentes…

1. onde haja um “inimigo natural”…2. ou necessidades não satisfeitas…3. onde não interessa para o capital…4. ou onde INTERESSA AO CAPITAL!…

em especial, 1-3 é TRADIÇÃO em UNIX e muito antes de linux torvalds nascer…

Page 9: Free as in free dom silvio lemos meira  silvio@cesar.org.br

mas há restrições:a lei de LOTKA The number of authors making n

contributions is about 1/na of those making one contribution, where a is often nearly 2.

Alfred J. Lotka, The Frequency Distribution of Scientific Productivity, Journal of the Wash. Academy of Sciences, 16(12):317-323, 1926.

Page 10: Free as in free dom silvio lemos meira  silvio@cesar.org.br

software LIVRE interessa…ao CAPITAL?

SIMaté onde eu sei, OPEN SOURCE SOFTWARE não é uma nova forma de comunismo

Page 11: Free as in free dom silvio lemos meira  silvio@cesar.org.br

por que funciona?{do ponto de vista econômico} ninguém sabe direito

ou tem uma teoria completa para explicar… mas as primeiras evidências estão aparecendo

free sw como “public goods”…

The Economics of Open Source Software for a Competitive Firm, Richard Hawkins

Page 12: Free as in free dom silvio lemos meira  silvio@cesar.org.br

o caso da ibm & apache

Page 13: Free as in free dom silvio lemos meira  silvio@cesar.org.br

apache e “o resto”

Page 14: Free as in free dom silvio lemos meira  silvio@cesar.org.br

free sw e o “mundo capitalista” empresas contribuem para projeto(s) open

source de sistemas operacionais mercado de plataformas

windows o “resto”

pontos de vista… para entender a indústria e as motivações sabendo que, para o usuário, são as aplicações que

interessam: plataformas são infra-estrutura!

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teoria e conseqüências plataformas e aplicações SÃO regimes de compatibilidade

(como carros e estradas) os efeitos de REDE valem e há retornos crescentes

(realimentação positiva) em vários níveis desenvolvedores de aplicações varejo de software usuários

as tecnologias competem e há efeitos de lock-in …“By taking control of a standard and making it proprietary [i.e.

Windows-specific], Microsoft can design the standard to reduce rather than increase interoperability….”

http://econwpa.wustl.edu/eps/le/papers/0103/0103003.pdf

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teoria e conseqüências o “resto” se transforma em nicho quando o

número de aplicações diminui (apple…) E corre sério risco de desaparecer!...

para COMPETIR,têm que CRIAR uma alternativa SÉRIA!

Page 17: Free as in free dom silvio lemos meira  silvio@cesar.org.br

Open Source Software (OSS) é uma tal alternativa é muito difícil “seqüestrar” um projeto combinação de esforços

= desenvolvimento rápido empresas têm incentivos

criar plataforma alternativa e atrair aplicações desenvolver aplicações e

atrair clientes e usuários influenciar no desenvolvimento da plataforma liberdade para desenvolver hardware

inovador/NOVO para a plataforma

Page 18: Free as in free dom silvio lemos meira  silvio@cesar.org.br

Most popular OSS software{berlecon research, europe, 2002}

Server operating system

1. Linux (78% of those using OSS SOS), 2. Free/Open BSD (9%)Databases

1. MySQL (54%), 2. SAP-DB (12%?), 3. PostgreSQL (11%)Web site creation and operation

1. Apache (72%), 2. Perl (48%), 3. PHP (32%), 4. Squid (26%), 5. OS CMS (10%), 6. Python (8%)

Desktops

1. Linux (49%), 2. StarOffice/OpenOffice (33%), 3. KDE (31%),4. Gnome (23%), 5. Mozilla (23%).

Page 19: Free as in free dom silvio lemos meira  silvio@cesar.org.br

Benefits from OSS usage -server OS{berlecon research, europe, 2002}

Integration in acquired product

IT service provider recommendations

Training cost savings

Higher number of potential applications

Hardware cost savings

Existing solutions and know-how

Open and/or modifiable source code

Installation and integration cost savings

Operation and administration cost savings

Better functionality

Higher performance

Better price to performance ratio

Low license fees

Better access protection

Higher stability

0% 20% 40% 60% 80%

3% 16%

6% 18%

6% 21%

11% 29%

12% 29%

12% 35%

12% 33%

16% 37%

16% 44%

19% 47%

20% 53%

27% 44%

32% 39%

40% 35%

44% 39%

very important important

n=220

n=220

Importance of criterion for decision in favour of OSS and against proprietory software

Page 20: Free as in free dom silvio lemos meira  silvio@cesar.org.br

Security in Open versus Closed SystemsRoss Anderson, Cambridge University {2002}

The debate about open versus closed systems started out in the nineteenth century when Auguste Kerckhoffs pointed out the wisdom of assuming that the enemy knew one's cipher system, so that security could only reside in the key.

It has developed into a debate about whether access to the source code of a software product is of more help to the defence, because they can find and fix bugs more easily, or to attackers, because they can develop exploits with less effort.

This paper answers that question. In a perfect world, and for systems large and complex enough for statistical methods to apply, the attack and the defence are helped equally. Whether systems are open or closed makes no difference in the long run.

Page 21: Free as in free dom silvio lemos meira  silvio@cesar.org.br

sim…mas como funciona

a engenharia de f/l/oss development?

Page 22: Free as in free dom silvio lemos meira  silvio@cesar.org.br

f/l/ossD vs sw engineeringwalt scacchi

First, SE is a team endeavor that is focused on the development of large software systems through a software development life cycle.

Second, the software life cycle (model) constitutes a framework that directs or orders the processes of SE that every software development project should traverse.

Third, the focal processes of SE include software requirements engineering, specification and prototyping, design (functional, architectural, modular, or object-oriented), testing (verification and validation), configuration management, maintenance (or evolution), and project management.

Fourth, these processes may or should employ formal notations and reasoning schemes for consistency and completeness, though which computer-based tool to use to support such notations and schemes is unclear.

Fifth, software quality results from the systematic performance of software life cycle processes that create, reuse, manipulate, or update software artifacts (including formal notations, graphic diagrams, and source code), according to project planning, cost estimation, and management control efforts.

Sixth, the level, goal, or threshold of software quality (e.g., end-user satisfaction, number of defects discovered post delivery) that is sought or attained determines the level of software productivity that is achieved, as well as the overall cost of the software development effort.

Page 23: Free as in free dom silvio lemos meira  silvio@cesar.org.br

ciclo “profissional”/“empresa”de vida de software

http://www.sei.cmu.edu/staff/wjh/16CSPOval.GIF

Page 24: Free as in free dom silvio lemos meira  silvio@cesar.org.br

How is F/OSSD faster than SE? Internet time and F/OSSD projects also tend to

produce incremental software releases at a much faster rate, even to the point of releasing unstable but operational daily system builds. This denotes not only a reduction in product release cycle times compared to SE practice, but also a significantly restructured life cycle process and process cycle time reduction. Thus, many large F/OSSD projects have demonstrated a sustained ability to produce and deliver complex software systems that grow in a manner faster than attributed to traditional SE practices that focus attention to project development schedules and management control.

Page 25: Free as in free dom silvio lemos meira  silvio@cesar.org.br

How is F/OSSD faster than SE?...

Many of the largest and most popular F/OSS systems like the Linux Kernel, GNU/Linux distributions, GNOME user interface and others are growing at a super-linear (exponential) rate, as is their internal architectural complexity…

As OSS developers are themselves often end-users of their systems, then software requirements and design take less time to articulate and negotiate, compared to SE projects. In the tradition of SE, developers are not expected to be users of the systems they develop. As such, they must elicit requirements and validate system design with end-users who are generally not SE professionals, and thus must negotiate what they will be able to do, on what schedule and budget, and with what staff resources. Thus for F/OSSD projects, the time it takes to determine required system functionality is shorter, and often less demanding that expected in SE projects.

Page 26: Free as in free dom silvio lemos meira  silvio@cesar.org.br

sim…mas… quais são os

problemas???

Page 27: Free as in free dom silvio lemos meira  silvio@cesar.org.br

We downloaded 365 versions of Linux. For each version in turn, we examined the 17 kernel modules and counted the number of lines of code in each module. Then we counted the number of instances of common (global) coupling between each of the kernel modules and all the other modules in that version of Linux.

We obtained two primary results. First, we found a linear dependency between lines of code and version number that is significant at the 99.99% level; Second, we found that the number of instances of common coupling grows exponentially with version number. This result, too, is significant at the 99.99% level. That is, the exponential growth in common coupling is again an inherent feature of successive versions of Linux. We previously related common coupling to fault-proneness. Consequently, combining our two results reveals a worrying trend.

On the Nonmaintainability of Open-Source SoftwareStephen R. Schach, Vanderbilt University A. Jefferson Offutt, George Mason University {2002/3}

Page 28: Free as in free dom silvio lemos meira  silvio@cesar.org.br

do ponto de vista capitalista faz sentido tratar o problema como um de

competição tecnológica e… a plataforma OSS é uma oportunidade ÚNICA

para que se crie, de fato, no longo prazo, uma alternativa SÉRIA a windows… e

ISSO É BOM pra microsoft! mantém a empresa de redmond paranóica… beneficia seus parceiros… clientes e usuários!

Page 29: Free as in free dom silvio lemos meira  silvio@cesar.org.br

adoção por governos

Page 30: Free as in free dom silvio lemos meira  silvio@cesar.org.br

bens econômicos: categorias bens privados:

aqueles para os quais há rivalidade e exclusão(o meu NÃO é seu e TÊM preço) maçã, sorvete, automóvel

bens públicos: para estes não há exclusão nem rivalidade

(o meu É seu e NÃO TÊM preço) defesa nacional, conhecimento,… pergunta: ensino superior DEVERIA estar aqui?...

Page 31: Free as in free dom silvio lemos meira  silvio@cesar.org.br

bens econômicos: categorias bens comuns:

há rivalidade mas não exclusão(o meu NÃO é seu, mas NÃO TÊM preço) peixe nos oceanos, o meio-ambiente,..

monopólios naturais: há exclusão, mas não rivalidade

(TÊM preço, mas o MEU é SEU) proteção contra incêndio, tv a cabo

Page 32: Free as in free dom silvio lemos meira  silvio@cesar.org.br

bens PÚBLICOS…aqueles que estão disponíveis grátis para

todos (=para os quais não há exclusão) tais bens têm um elemento de externalidade,

porque algo DE VALOR não tem nenhum preço atribuído… i.e., pessoas recebem benefícios sem ter que

compensar NINGUÉM por tornar disponível um recurso escasso e valioso…

aí é onde os governos normalmente entram! defesa nacional é um exemplo…

Page 33: Free as in free dom silvio lemos meira  silvio@cesar.org.br

Government Preferences for Promoting Open-Source Software: A Solution in Search of a Problem

BERNARD REDDY DAVID S. EVANS

NERA Economic Consulting - Cambridge OfficeMichigan Telecommunications and Technology Law Review, Forthcoming

Abstract

Governments around the world are making or considering efforts to promote open-source software (typically produced by cooperatives of individuals) at the

expense of proprietary software (generally sold by for-profit software developers). This article examines the economic basis for these kinds of

government interventions in the market. It first provides some background on the software industry. The article discusses the industrial organization and

performance of the proprietarysoftware business and describes how the open-source movement produces and distributes software. It then surveys current government proposals and initiatives to support open-source software and

examines whether there is a significant market failure that would justify such intervention in the software industry. The article concludes that the software

industry has performed remarkably well over the past 20 years in the absence of government intervention. There is no evidence of any significant market failures in the provision of commercial software and no evidence that the

establishment of policy preferences in favor of open-source software on the part of governments would increase consumer welfare.

http://papers.ssrn.com/sol3/papers.cfm?abstract_id=338564

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A Solution in Search of… Compared with many other industries, the software

industry is relatively unconcentrated. One conventional measure of industry concentration is the total share of sales accounted for by the four largest firms. In 2000, the four largest firms in the proprietary software industry accounted for 26.7 percent of total revenues. According to the latest Census data, nearly 47 percent of all manufacturing industries have a four-firm concentration ratio greater than that of the software industry.

Page 35: Free as in free dom silvio lemos meira  silvio@cesar.org.br

A Solution in Search of… A second measure of industry concentration is the

Herfindahl-Hirschman Index (HHI). HHIs can range from zero (a large number of firms with infinitesimal market shares) to 10,000 (a monopoly with 100 percent of the market). In 2000, the HHI for the software industry was 244,47 a relatively low HHI when compared with industries such as automobiles (2,506) or breakfast cereals (2,446)

There is also a great deal of turnover among the leading firms indicating that firms generally have not had entrenched positions in the software industry overall. Of the top ten companies in 1990, five did not make the list in 2000…

Page 36: Free as in free dom silvio lemos meira  silvio@cesar.org.br

a intervenção do governo no setor, no longo prazo… vai ter que significado?...

DRM (digital rights management) TCPA (trusted computing platform alliance) Palladium

a microsoft tem que liberar o código porque é exigido por lei… mas e daí? ...

será que algum governo vai conseguir seqüestrar algum open source project?...

Page 37: Free as in free dom silvio lemos meira  silvio@cesar.org.br

olhando lá pra frente… é preciso REDISCUTIR o problema de

propriedade intelectual na era da informação patentes e copyright podem não estar mais

atendendo às necessidades do TODO o SISTEMA pode ter sido distorcido pelas PARTES

LINUX é uma boa parte desta discussão e dentro de uma boa gama de aplicações…

é muito mais barato do que a competição… desde que se tome os cuidados básicos que se tem que tomar com algo que é LIVRE como uma criança…

Page 38: Free as in free dom silvio lemos meira  silvio@cesar.org.br

mas é preciso pensar. sempre.

people demand freedom of speech to make up for the freedom of thought which they avoid as pessoas demandam liberdade de expressão

para compensar a liberdade de pensamento que elas mesmo evitam. Soren Aabye Kierkegaard (1813-1855)

Page 39: Free as in free dom silvio lemos meira  silvio@cesar.org.br

dever de casa: grupos de 4! levante uma bibliografia de 40 papers...

open source software {10} software engineering {10} software factories {10} software process and economics {10}

...e “defina” {3-5pp} o que esta{re}mos fazendo aqui nesta disciplina.

entrega: próxima segunda, com prova!

Page 40: Free as in free dom silvio lemos meira  silvio@cesar.org.br

free as in freedom

silvio lemos meirawww.meira.com

[email protected]