Those of us in the free/libre and open source software (FLOSS) community
know the routine by now. Despite the fact that "free software" and "open
source" refer to the same software and the same communities, supporters
of "free software" like the FSF would have us advocate for FLOSS by
talking about users' rights to use, modify, share, and cooperate;
open source supporters like the Open Source Initiative would have us
advocate for software by talking about how securing these rights
produces software with "better quality, higher reliability, more
flexibility [and] lower cost."
One reason I tend to stay away from "open source" claims in my own
advocacy is that I'm worried by the way that these arguments rely on a
set of often dubious empirical claims of superiority. Free software, on
the other hand, can be seen as statement of principles. Regardless of
whether we say "free software" or "open source," I've found that a focus
on principled statements is both more robust against counter-arguments
and does a better job of describing the motivations of most
contributors.
Principles can be thought of like opinions. They may or not be
compelling but are neither right or wrong outside of a particular
ethical framework. Most people won't demand evidence for someone's
commitment to nonviolence or an adherence to the Golden Rule. What
would you need to prove? Principles are based on a type of Utopianism;
they are a statement of how we think things should be.
On the other hand, open source's argument that openness leads to better
software or a better software development methodology can be measured,
tested, and declared right or wrong. A FLOSS program might be better or
more reliable than proprietary software. Or it might be worse. The
open source methodology might be lower cost for a consumer or more
profitable for a producer. Or it might not. There are plenty of FLOSS
success stories. There are many more failures.
The problem for open source advocates is that while FLOSS is often
better than proprietary software, this is not always the case. I was
using FLOSS in the early 1990s when GNU/Linux was indisputably less
featureful and buggier than its proprietary competitors. On the business
side, we learned in the Dot Com boom and bust that, despite Eric
Raymond's assurances, building a successful FLOSS project turned out
to be harder than a COPYING file and a tarball on a webserver: Netscape
is essentially gone; VA --- the single largest Dot Com IPO --- is a
shadow of its former self; LinuxCare became a proprietary software
company.
If, as open source advocates would argue, the reason we're here is to
build software more efficiently or at greater profit, we must also
advocate for proprietary development methodologies in areas where
evidence seems to show that they are more effective. Where are these
advocates? Where are the open source advocates applauding LinuxCare for
saving themselves by abandoning FLOSS. Don Marti has observed that
this doesn't seem to be what is going on:
Do people really spend their weekends helping annoying new people
install free software because it has a more efficient development
methodology? Of course not. If it were only about efficiency,
hobbyists would volunteer to replace the old ballasts in companies'
fluorescent lights.
Of course, Marti is right. The reason that hundreds of thousands have
spent their time assisting FLOSS efforts has less to do with a passion
for efficiency and more to do with a set of implicit principles.
Humans are driven to imagine worlds that they would want to live in. For
a growing group of people, that's a world where software can be used,
shared, and collaborated without restrictions or discrimination. We may
think of this in ethical terms, in terms of an attitude toward
innovation, or as a set of political or economic positions. But we
should realize that these are, ultimately, principled stands.
And if we are taking principled positions, it is in the long-term
interests of both our cause and our credibility to frame our arguments
and our advocacy in those terms. We can use empirical evidence to help
bolster our arguments but we should be careful to not confuse these
empirical claims with the principles themselves. They can, and sometimes
will, be proven wrong.
By honestly highlighting our principles and not shying away from
explicit Utopianism, we can return to questions of efficiency as
means toward achieving our principled ends. Approached from this
angle, we need not seek to explain why FLOSS is better than proprietary
software --- which it may or may not be at any given point in time and
for any given project --- and can instead ask how we can make it better.
Humans are creative, innovative problem solvers. We set goals and devise
social structures and technologies to achieve them. The fact that we
have created socio-technical means of creating better software through
free ways in so many areas is a reflection of this ingenuity applied
toward principles at the heart of FLOSS. We would be well served to
remember that this is how FLOSS will win, not why.
Note: This essay has also been posted on Advogato.