Running an open source company myself (also somewhat overlapping with the hadoop ecosystem). First of all, we can all be armchair analysts so take this with a g

Running an open source company myself (also somewhat overlapping with the hadoop ecosystem). First of all, we can all be armchair analysts so take this with a grain of salt. I think Horton IPOed too early.Their alternative may have been an acquisition. I would say wait till cloudera IPOs before we really judge the market on this one. As I said before though: I'm biased. I work with a number of the big open source players and I'd say there's real revenue here, especially in machine learning. Software at the end of the day isn't about whether it's open or not, it's how you sell it and package it. A great alternative example to this is docker. Their registry is a great way of monetizing open source while working towards a scalable business. I think we will see innovation in the open source business models come out here in the next few years. The best is yet to come imo. I wouldn't be doing an open source business if I didn't see the potential.