Bill Gurley publishes updated essay on open source strategy
Investor Bill Gurley published an updated blog post titled From Open Source Software to Open Source Strategy on p3institute.substack.com. The essay examines how companies apply open source methods to control standards, neutralize competitors, and build positions in trillion-dollar sectors including AI and autonomous vehicles. Originally drafted three years earlier, the piece now appears under the P3 Institute and traces the movement from Richard Stallman’s 1983 GNU project and Linus Torvalds’ 1991 Linux kernel to today’s corporate strategies that have produced hundreds of billions in market capitalization.
#69Nathan Lambert@NATOLAMBERTI've been re-reading a lot of Bill's foundational blogs on open-source business strategy, so I was so happy that he wrote an updated version on it and wrt AI. Must read.
Bill Gurley@bgurleyA new @bgurley blog post! I have been thinking about how sophisticated executives are using open source in super creative ways. Started writing this three years ago. Excited to finish it up and publish it! And with the new @p3institute brand. https://substack.com/home/post/p-197032865?source=queue
#1014Rohan Paul@ROHANPAUL_AIA great blog by @bgurley
Openness can be a weapon against monopoly power.
And "Chinese open models may become the global default by 2030"
Bill Gurley@bgurleyA new @bgurley blog post! I have been thinking about how sophisticated executives are using open source in super creative ways. Started writing this three years ago. Excited to finish it up and publish it! And with the new @p3institute brand. https://substack.com/home/post/p-197032865?source=queue
Rohan Paul@rohanpaul_aiA great blog by @bgurley Openness can be a weapon against monopoly power. And "Chinese open models may become the global default by 2030"
#1561Alfred Lin@ALFRED_LINVery thoughtful post on the role and success of open source, including potential applications for AVs and AI. Long, but worth the read.
-- "Open source is no longer just how good software gets built. It is how dominant incumbents get neutralized, how trillion-dollar industries shift their power structure, and how the next generation of strategic moats gets dug — by the companies smart enough to dig them in the open. The world’s most sophisticated technology companies have spent fifteen years quietly mastering this. Most of the world is still treating open source as a development philosophy when it has long since become a corporate weapon. That gap in understanding is itself a form of structural disadvantage.
[...] A new world order in technology is being constructed in real time, and the role open source plays in that order is being decided right now — partly in foundation board rooms, partly in earnings calls, partly in congressional hearings, partly in policy white papers being written by lobbyists for the largest closed AI companies in the world. The companies that understand this will compound their advantages over the next decade. The countries that understand this will lead the global technology landscape. The individuals who understand this will be impossible to outmaneuver."
Bill Gurley@bgurleyA new @bgurley blog post! I have been thinking about how sophisticated executives are using open source in super creative ways. Started writing this three years ago. Excited to finish it up and publish it! And with the new @p3institute brand. https://substack.com/home/post/p-197032865?source=queue