WEBVTT

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Hi everybody. Welcome to the new folks in the room. So really, really pleased to welcome

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back Georg Kevin and Johan, who presented last year and are back today to present on early

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insights in the learning force and funders. And when you start to be helpful, you just

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explain the format when you do questions. And otherwise, take it away.

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Awesome. Thank you for the introduction. Hi everyone. Thank you for having us back here.

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It was so much fun last year. When we shared our research findings that we decided this

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gives us energy to do another research project. And we are back here to share again

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what we learned. Last year, what we left was with the question about the funders that

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are working in funding open source and the project and that intersection specifically. And so

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we really wanted to hear from the funders and dig in on how they are doing their decisions

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on what to fund, how do they evaluate that, how do they report on the impact. And we used

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that because we also want to then help bridge that with the open source communities and

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project, when they understand how funding works, then they can better plug into that funding.

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So that's kind of the premise that we started with. And we did a run of interviews and we

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are sharing some insights from that. And we are also, we also hosted a workshop this morning

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where we brought together several funders from the open source space and already discussed

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our research findings. And it's amazing how much we learned just from our conversation this

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morning. So we'll also share some really new hot off the press insights that we have yet

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to read digest. So you're the first ones we are talking this through with. If it's a little bit

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raw, I hope you enjoy the process that research is sometimes it's not polished and messy

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along the way. We are Johan Kevin and Georg, you see it on the slides. Johan is at the

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research institute in Sweden. Kevin is at the Creighton University in Omaha, Nebraska.

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And I am an open source strategist and director of sales at Petirja. And so I'm going to pass this

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on to Kevin to talk about the or start talking about the details. And then at the end when we

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get back to me, I have a bonus if he still have time for you. Kevin. Thank you, Georg. So I

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don't select the point out all three of us are also members of the chaos project. And then

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so structurally, this presentation we're going to present a slide that has some kind of key

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insight or key takeaways from our interviews with representatives from 20 funding organizations.

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And then we're going to do a follow-up slide where we have tried to capture some feedback and

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capture some ideas that we received during the workshop where we presented these same key ideas.

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At a high level, I'll start with what we learned from funders about vision, strategy and their

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impact logic. And the first thing I'd like to point out is that the way we talk about metrics

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is not neutral. So the way we talk about impact shapes what gets funded, what gets measured,

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and ultimately the way that work is valued. The funder's vision shapes everything,

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including what counts as impacts related to what I just said. And generally the funders that we've

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interviewed have described how they create logic chains and impact is measured directly through

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those logic chains, which means that there's no such thing as neutral outcomes. So funding

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impact is related directly to these logic chains. When we presented this work at our workshop,

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we had a lot of interesting discussions. One of the interesting things that came up during those

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discussions was around how most of our funders kind of work under this trust model,

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where they aim to explicitly donate to people that they trust to do the work. I would like to point

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out that the funders that were represented in our interviews were not from government agencies.

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That particular group is missing from our data. The trust model was very common with the funders

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that we've talked to. But they also told us that the model is fragile. So when trust is

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personal rather than institutional, organizations can become vulnerable when people leave that

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organization. When people retire or when relationships should break down. We were also told

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that one of the ways that funders build these logic chains is through the goal signal metric model,

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which I'm sure you've already probably heard of, to some degree. The goal signal metric model

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can be used to create impact logic, breaking down goals into questions, to ask signals to look

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for, and then metrics that can be used to measure those signals. Around upper-age it,

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the, I'll just say, upper-age operationalizing impact. I'm not going to be able to say it at

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this point. So it's, it's, we're too far in. So if someone wants to shout it out, please do, thank you.

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So what we heard in our interviews is that short-term deliverables dominate how impact is

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operationalized. Sustainability work is often undervalued because success often looks like nothing

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happened. And it's really hard to measure sustainability. Interestingly, around sustainability,

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a lot of the folks we talked to often talked about sustainability in terms of risk mitigation.

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Funding structures themselves, bias, what can be measured. For example, grants kind of lead to

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short-term impact measurements, right? Strategic flexibility is needed, but it's hard to reconcile

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that flexibility with stakeholder accountability. From the workshop,

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we discussed further the scaling limits of trust-based models. So reliance on personal trust

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becomes a bottleneck that often pushes us towards systems that more directly near kind of grant

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writing situations and performative reporting. There are shifting definitions of success. Many of our

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funders describe kind of a movement towards the hot topic of the day. So two or three years ago,

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security was all the rage and now everything is AI, right? And then continuity problems in funding,

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administrative turnover and policy shifts undermine the long-term continuity and reinforce those

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short-term framing situations. Hello. So looking at the impact logic from the vision,

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from the signals that you're looking for and then breaking down to the metrics. So from the

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funders that we talked to, what signals were they looking for, what types of impact were they looking

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for? We boiled that down into four main categories, one being the financial ROI return on investments,

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which is really highlighted as key for the funders to report back to their institutional

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backers to motivate that the money that comes in has an impact when it comes out. So

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this is very problematic. It's very difficult to put financial numbers on these kinds of things,

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but we need to talk about this. There has been studies now that on a macro level shows

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what kind of impact open source has on GDP and economic growth. We need to find some way to

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boil that, for example, one interview is said, okay, but people ask if I increase your funding

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by 20% what will that imply in terms of security or sustainability. If you look at road maintenance,

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if you say to the transport authority, you'll get 20% more funding and they will be able to

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provide me with a number on how many more kilometers of road will be maintained, how many more

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pad holes will be fixed. It will be very difficult to run there and possible to provide that maybe

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in the open source space, but we need to somehow try and motivate and you research in this space.

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Security and sustainability was also very hard topic. I mean, this can also be a concern with the

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funders that we talked to many of them has the main vision about security, a big security focus

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and related sustainability, but it's really what they're trying to improve to mitigate

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potential vulnerabilities and communicating the impact of a vulnerability that hasn't emerged,

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or hasn't realized. How do you do that? Putting a number on something that hasn't happened yet,

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it could happen. Downstream use and adoption, how the adoption looks was also really indicated

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if the mitigation of vulnerability is only to a product used by 10 people, then maybe the

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impact isn't as big as for say curl, which is using basically everything, but we can also talk

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about more innovation metrics and also like just having this software released as open source

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that can be an impact metric as well depending on where you're coming from. And I'm looking

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from the workshop reflections, they really highlighted adoption as a key metric and also as a multiplier

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on whatever higher level impact that you're looking for in terms of security. If you mitigated

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this vulnerability, how does that quantify? So it's really key, but it's also important to know

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what kind of target groups or what you're considering when you're looking at adoption. And the

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discussions with a highlighted that niche products may still weren't funding because they are

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very critical in this subfield. So everything, if you don't have a 100,000 user community,

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but you're more niche, there should still be a need for funding in those cases.

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While this may, there was a lot of discussion back and forth here, so this is the topic that may

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need further elaboration and discussion. And then also securities, yeah, as I said, quantifying

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or describing something that hasn't happened, something that you mitigate is difficult, but it's

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really key here. One funder talked about how they do rapid security reviews, taking a starting point,

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they do an audit and it's okay, how is the security possible right now? How many

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vulnerabilities are there or CVs or issues? And what's the response time and so on and so forth?

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And then they do another audit in a year, and then see, okay, do we have a trend here? Is it

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heading in a positive direction? And then they do another audit, and then see, is the secured

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positive? Increasingly, improving, then we can talk about an impact. And there was also talks about

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how security can also be a proxy for other things like maintainer health is very difficult to

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quantify. Maybe easier on a very single product level, but done at scale, it's very difficult.

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So you need different kinds of proxies. So security related signals can be a proxy for this,

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which could warrant further investigation.

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So the measurement approach that we see with a lot of funders. So most of the funders we talk to,

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talk to us about how a lot of their reporting, a lot of their impact,

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is done through qualitative narratives, right? So telling stories.

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However, they do believe that quantitative metrics are needed to provide credibility.

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Additionally, when measuring impact, establishing a baseline,

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is considered critical for demonstrating progress. And then there was also a discussion about

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kind of overly generalized frameworks, right? So overly generalized frameworks for, for

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measuring impact, risk erasing or losing important forms of impact. However, if we're all going

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to have conversations about funding, especially in an ecosystem, we kind of have, we need to have

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some common structure to aggregate results, right? So, and then the last part, infrastructure

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impact is easier to measure than human sustainability, right? So from a measurement standpoint,

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the metrics are easy to grab, human sustainability is a little bit harder. And as Johann mentioned

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on the on the previous slide, there was also some discussion that some of these metrics

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could be proxies for for human sustainability metrics. The very least,

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give us a signpost or a signal that tells us we need to look into these things a little bit further.

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For the workshop reflections, most of the funders we talk to believe that maintainer health is a

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critical blind spot. Burnout capacity constraints and leadership continuity issues often precede

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security and sustainability failures building on what we just talked about. And there was a suggestion

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on a way to handle that. Possibly similar to a surveys that they have in health, a maintainer

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burnout survey, which could run as a basically as part of a security audit. For impact reporting,

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long-term impact is acknowledged. But most of the funders we talk to are not capturing it or

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expressed difficulty in reporting it. Reporting formats, privilege, short-term success over

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ecosystem reporting. And most of the impact on reporting is audience specific, right? So these reports

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are written towards certain stakeholders. And then lastly, for a lot of our funders,

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impact reporting is often about establishing credibility or legitimacy in their funding.

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From the workshop reflections portion, the feedback that we got is that impact often

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merges too late for funding cycles. And you'll budget cycles make long-term impact hard to

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demonstrate. Impact needs to be defined upfront, but often it's maybe missing.

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And then reporting must be proportional. Heavy reporting burdens discourage projects from

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applying funders need clear upfront expectations. And when they are reporting to their stakeholders,

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they'd really like some feedback on what they can report and what stakeholders would like to hear.

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So we have shared many different things that we've heard and learned along the way.

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One thing that we are also looking at is what can we do to help improve the space?

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Last year, when we were here, you can look at the recording we talked about the needs that

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open source projects have that maintainers shared with us. This is the kind of support and

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help that we need. This year, we dug into the funder side on how that other side is

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helping open source projects, how they decide on things. And ways that we can collaborate on improving

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that back and forth. This is from the funder perspective is the idea that when we have open source

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projects and they are close to burnout where there's a single maintainer or small team that's

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been doing it for a really long time, how do we sense early enough that there is a risk of burnout

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to jump in and help when the time is needed to do that. And the story that we heard was from

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the caregiving side. So when someone takes care of a family member and they go into the medical

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institution for the regular checkup, it's not just the person that needs the care that gets checked

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up on the doctors and nurses also check in with the person that does the caregiving and there's

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a questionnaire on how are you doing, what's working, what's not working, what kind of support do you

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need. And if we have that something along that line in open source, maybe we can build that out

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together, then the projects and the funders can have these checkpoints on how is the project doing,

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how the people in the project doing. We also see a need for the types of measurement. We just

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heard that there is a lot of variety in the types of projects in the way that funding works

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and they're all different snowflakes. They're all unique in their own way and that's great.

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We love diversity, we love that. But maybe there is some standard common way that we can

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talk about measurement and impact. That's kind of the work that we're working on right now.

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Also, how do we set expectations with donors and the ones that provide the money?

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Up front, here's what you will get for giving the funds and then also

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downstream, how do you talk to the projects and make sure that when funds are given

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expectations are set from the beginning so that when we have impact, there's certain impact,

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we have certainty around, we know what the measurements are going to be, and there's no surprises

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next year on, hey, we need these numbers to renew the funding. We want to be able to sustain

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the funding long-term. So with that, I've got the time we have 10 minutes. I first want to, of

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course, thank our institutions for funding this research and I want to hear from you now because

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I brought a bonus that is separate from the research project that we're doing. It's a project

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that I work on in my own time, the paid open source model. I'm happy to show how in Web 3,

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combining open source way of collaborating. Web 3, we can build a sustainable system, hopefully,

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the idea. We're still in the middle of building this out. Or do you want some time to ask questions

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right now? Now, I'm going to ask you to signal by knocking on the desk in front of you.

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Two options. One, do you want to ask questions? Knock now.

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All right, we have a few. Who is interested in the bonus? Knock now.

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All right, I heard more knocking. So I'll do that first, keep it short, so we still have time for questions.

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The, when we look at open source ecosystem, I'll just start there. We have the development of software,

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something is created that provides functionality that can be used inside of products,

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which then commercial entities can build services around. That is the open source model from

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creation to creating something that has users, a community, and hopefully financial inflow.

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If we do this in a Web 3 environment, and the open source projects are tools in the Web 3 tool chain,

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then on the blockchain, there are transaction fees. Every time someone uses the open source

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software, now there is a transaction fee to actually make something happen on the blockchain,

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and that can be a fee on that that goes into the treasury, and we can use that to fund the open source

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development again. So we can have a positive reinforcing cycle, because now when we have money flowing

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into open source and developing high quality software, people trust it more to build new tools,

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build more products, which then has more uses, which then has more transactions,

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and more transaction fees, and not bigger treasury, and there's a positive cycle where we hopefully

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get empowered community that is funded. We reduce the risk of maintaining a burnout. We have

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a global adoption, people trust in the security. There is money available for those kinds of things,

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and it creates sustainable funding, because there's a direct link between growing users,

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more transactions, more transaction fees in the pot. So right now we are in the middle of building

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this out at intersect for the Cardano space, and I'll just briefly, high level walk this through

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and give you the resource where you can dig into this more. When we take this software delivery

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lifecycle here on the left, there are different phases along that, and we have different programs,

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whether it's the maintainer, retainer program, or we fund community maintainers to take care of

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the day-to-day work in the community, not just work on the software itself, but also

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triaging bugs, being their answering questions. So there's funding for that. Code for us,

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where during the we need a new tool phase, we have grants that we can give out and say,

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please help us develop this. People are paid to do that. The project support services, the projects

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themselves may not have the knowledge, the insights to look at what is my community doing,

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how can I improve their support available that is paid for to do this, also strategic partnerships

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and so on. That then creates the libraries, the products which are feeding into a whole

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ecosystem of things. So I want to pause here, stop here, these are the resources if you're interested

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in imagining what a different world we could be living in when we combine web three,

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blockchain, and open source and hopefully create a funding mechanism and model that is sustainable.

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With that, we are now opening up for questions. Since some of you had questions and I believe

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there was a microphone that is going to be passed around and then I'm going to take this off again,

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because Johan or Kevin might be more qualified to answer some of your questions.

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What are your questions? Who knows?

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The one question would be for example, sorry. If you have a project that is not commercial,

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you have a commercial in there. You have a lot of maintenance put in there, small team,

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everybody spends half a day on maintenance. You can't put it into numbers, what comes out

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with maintenance, but what comes out, if half of the team says, I'm exhausted, I have to give up.

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It's a project that's going well, down, because it's not really maintenance. Where can you

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reach out to to say we would need some funding to go on, even if it's a small continuous funding

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of the purpose? So there is an effort that I want to plug in. Emma Irwin is

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beheading an effort right now called the Open Source Visualist, where maintenance or projects

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can say, here's actually what we need and define it in a standard format so that aggregators

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like the ecosystem's data set that is collecting from all the package managers, the packages,

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we can pull that data in and see at scale, okay, what are the projects that, and I'm speaking

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from the user perspective right now. As a user, I can go through what are all of the packages

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that I depend on, what are the maintainers and communities telling me they need so that I can

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hopefully support them. From a project perspective, they're then just pointed out in the previous

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talk. There are a lot of different programs, really difficult to keep a list of these are the

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project programs available right now because they open, they close, they change all the time.

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Yeah, as a maintainer, there's a lot and how do you communicate that? So check out the

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wish list that might be, yeah, thank you, there's another one back there.

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Hi, I was going to ask a question about being a small maintainer but you said the word block chain

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and so now I'm completely distracted by this terrible idea and I just, this is new to me,

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I have a feeling you've probably gotten this question before but I want to ask it so that everyone

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else can hear the answer that I hope to hear too, which is if you take the word block chain out of

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this, this just sounds like you're commercializing the open source software. Why, what, how is this

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not just commercializing the software, this sounds like paper use, which is not what

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free software is about? So when we look at the open source software that we have right now,

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there are commercial companies that built on top of them and they extract value in a sense

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and they offer services that they could build more quickly, more cheaply than if they have

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to do everything themselves because they're building on the existing building blocks that we

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in the open source community developed. That is the, the model here and there's no flow back.

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In the blockchain context we have is there are transaction fees for every blockchain

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transaction like a tax. So if you were to go and say every software user has to pay a tax or

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every company that is using open source pays a tax and now there is a treasury that has money

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available that can reinvest into that open source software. That's what's different here because

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we have that feedback loop and a mechanism for capturing some value that we can now reintroduce

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into that early open source development. Thank you. We can chat more afterwards, certainly.

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Thank you. Here's another question. Yeah, so it's four small questions.

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So which kind of funders have you been talking to? Which kind of initiatives have been funding?

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Do you have examples and it's very reported you'll study which we can read somewhere?

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Do you want to talk to that? I don't think we want to

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name specific funders right now, but I'm happy to talk off line when we're not recording.

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We, I would say we've talked to both large corporations.

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American large corporations doing funding in this space. We've talked to

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collaborations between large companies doing joint funding.

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We've talked to foundations doing and receiving funding. We've talked to

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government institutions both doing different kinds of funding.

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Both towards maintenance and other types. So I would say we've covered up quite broad field

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of various funders. So both government, private, more nonprofit and philanthropic as well.

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Yeah, that's what we're going to. So again, we've just finished the interviews and we just did a

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workshop on this this morning. So the report will be out definitely soon.

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We're meeting on Tuesday at a Wednesday, I think, to decide where we're going to publish.

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So this is all still in the works.

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There's another question back there. Yes. Hi. So this is regarding the

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maintainer burnout that you said and I just want to ask from your survey. Did you not find this

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point that the amount it takes for a new contribution to make it into the

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the upstream, right? That is a big indication how much load is on the maintainer.

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If there are a lot of patches, merge requests, whatever is open, vulnerability fixes that are not

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getting in or takes a lot of time to get in, right? Maybe the there is a bottleneck at this level

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for people to review it and get it. This I did not find maybe it's covered in your research later.

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Yes, you're absolutely right. There are proxy metrics or indicators that when burnout occurs,

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certain symptoms show up in the community that we can look at. And the the funders that we

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talk to there are aware of this. The funders that we talked to by the way are really

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deeply ingrained in open source. All of them understand the problem. It's an institutional

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and system level problem often where they have demands from the donors or structurally or

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budgetary because it's only year to year. So the breakdown that we see are in the system

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more so than in the people. That's where the insight that it's relationship based comes out.

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Because a lot of them we've heard, hey, I sometimes just look the maintainer in the eye to

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understand where they're at and I can just see the burnout sometimes. So yes, thank you.

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I see time is up. Thank you so much everyone for being here, joining us today and being part

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of this journey as we learn and I hope you learned something as well.

