~/talk

Economic Value Creation and Capture Fundamentals of COSS

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slides:none on file

Explains the Medium post with data showing 40 companies over $100M up from two in 2013 and an index that totals about $18B annual revenue and 47,000 employees across commercial open source firms. Argues value creation is decentralized: many flagship projects start as academic or company side projects, raise little VC, and diffuse R&D and distribution. Claims value capture is permissionless and distributed across cloud providers, vendors, hardware and developers, so business models emerge by iteration.

AI-written summary · about

  1. 0:00Start
  2. 1:38Examples of COSS companies
  3. 3:30COSSCI: COSS Company Index ($100M+)
  4. 6:13COSS vs. FPS: Value Creation vs. Capture
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