> The unexpected and asymmetric competition from the clouds confounds open source companies, who must confront the fact the competitive advantage of knowing the

> The unexpected and asymmetric competition from the clouds confounds open source companies, who must confront the fact the competitive advantage of knowing their software better than anyone else isn’t the insurmountable moat they had hoped. It is never fun to wake up and discover your product is now just a feature of a broader offering, but this is what is happening with software. Claiming open source is eating the cloud is like coffee bean farmers claiming they’re eating Starbucks: it willfully (or just out of delusion) ignores the vast majority of what the customer is buying. As always, 'commoditize your complement': https://www.gwern.net/Complement https://www.gwern.net/Complement