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Independence′ Day

Thursday, July 3rd, 2014

Whenever there’s a new disturbance in the former USSR territory that has people bringing down statues of Stalin, I’m mildly surprised that there are (or possibly were; I expect to be mildly surprised anew for a long time) still statues honoring Stalin in public. But my mild surprise at the continued honor of the quintessential 20th century Eurasian state tyrant always quickly gives way to mild lack of surprise that practitioners of the quintessential pre-20th century American private tyranny are not only still honored, but revered, their statues never toppled, and at worst their tyranny seen as blemishes on their records.

After 238 years, isn’t it about time to renew US Independence Day? I suggest terminating all honoring of slave owners, including the so-called discoverer of the Americas, all pre-Civil War presidents except John and John Quincy Adams, the first two post-Civil War presidents, the most famous non-president “founding father”, and a real estate entrepreneur whose name graces a commonwealth. Currency, the names of said commonwealth and one state, many counties and municipalities, thousands of streets, buildings and other public places, statues, and two faces on Mount Rushmore, all should change.

This change would be a bit annoying and expressive, but in that sense is traditional: US Independence Day firecrackers, parades, and speeches mark the height of mid-calendar year annoying expression.

(I’ve intended to post this on US Presidents’ Day since before I had a blog, and started several times, but each time lost focus through condemnation of almost every U.S. President for their public crimes. It occurred to me last year that July 4 would work, so long as I could suppress condemnation of the US War of Independence and all violent revolutions. Too big a topic for this parenthetical.)

Posted in Peeves, Politics | 6 Comments »

“Open policy” is the most promising copyright reform

Thursday, June 26th, 2014

Only a few days (June 30 deadline) for applications to the first Institute for Open Leadership. I don’t know anything about it other than what’s at the link, but from what I gather it involves a week-long workshop in the San Francisco area on open policy and ongoing participation in an online community of people promoting open policies in their professional capacities, and is managed by an expert in the field, Timothy Vollmer. Read an interview with Vollmer (wayback link to spare you the annoying list-gathering clickthrough at the original site, not least because its newsletter is an offender).

The institute and its parent Open Policy Network define:

Open Policy = publicly funded resources are openly licensed resources.

(Openly licensed includes public domain.)

…

Now, why open policy is the most promising knowledge regulation reform (I wrote “copyright” in the title, but the concept is applicable to mitigating other IP regimes, e.g., patent, and pro-commons regulation not based on mitigating IP):

Most proposed reforms (formalities can serve as an example for each mention following) merely reduce inefficiencies and embarrassments of freedom infringing regimes in ways that don’t favor commons-based production, as is necessary for sustainable good policy. Even if not usually conceptualized as commons-favoring, open policy is strongly biased in that direction as its mechanism is mandate of the terms used for commons-based production: open licenses. Most proposed reforms could be reshaped to be commons-favoring and thinking of how to do so a useful exercise (watch this space) but making such reshaping gain traction, as a matter of discourse let alone implementation, is a very long-term project.
The concept of open policy is scalable. There’s no reason as it gains credence to push for its expansion to everything receiving public or publicly interested support, including high and very low culture subsidy. At the extreme, the only way to avoid being subject to some open policy mandate would be to create restricted works in an IPer colony, isolated from the rest of humanity.
In order to make open policy gain much more credence than it has now, its advocates will be forced to make increasingly sophisticated public policy arguments to support claims that open policy “maximizes public investment” or to shift the object of maximization to freedom and equality. Most proposed reforms, because they would only reduce inefficiency and embarrassment, do not force much sophistication, leaving knowledge regulation discourse rotting in a trough where economists abandoned it over a century ago.
Open policy implementation has the potential to destroy the rents of freedom infringing industries. For sustainable good policy it is necessary to both build up the commons as an interest group and diminish interest groups that depend or think they depend on infringing freedom. It is possible for open policy to be gamed (e.g., hybrid journal double dipping). As troubling as that is, it seems to me that open policy flips which side is left desperately clawing for loopholes contrary to the rationale of policy. Most reform proposals at least implicitly take it as a given that public interest is the desperate side.
Open policy does not require any fundamental changes to national law or international treaties, meaning it is feasible, now. Hopefully a few reformists have generally grasped the no-brainer concept that a benefit obtained today is more valuable than one obtained in the future, e.g., in 95 years. It also doesn’t mean that open policy is merely a “patch” in contrast the “fixes” of most proposed reforms — which aren’t fixes anyway, but rather mitigations of the worst inefficiencies and embarrassments of freedom infringing regimes. If open policy is a patch, it is a one that helps the body of knowledge regulation to heal, by the mechanisms above (promoting commons production and discourse, diminishing freedom infringing interests).

…

In my tradition of critical cheering, consider the following Open Policy Network statement:

We have observed that current open policy efforts are decentralized, uncoordinated and insular; there is poor and/or sporadic information sharing.

As illustrated by the lack of the Open Source Definition or any software-centric organizations on Open Policy Network lists of its guiding principles and member organizations. Fortunately software is mentioned several times, for example:

If we are going to unleash the power of hundreds of billions of dollars of publicly funded education, research, data, and software, we need broad adoption of open policies.

Hopefully if the Open Policy Network is to become an important venue for moving open policy forward, people who understand software will get involved (by the way, one of the ways “publicly funded” is scalable is that it properly includes procurement, not only wholly funded new resources), e.g., FSFE and April. I know talking about software is scary — because it is powerful and unavoidable. But this makes it a necessity to include in any serious project to reform the knowledge economy and policy. Before long, everything that is not software or suffused with software will be obsolete.

Posted in Commons, Creative Commons, Economics, Inequality Promotion, Intellectual Protectionism, Open Access, Open Source, Patents, Peeves, Politics, Public Domain | 9 Comments »

API commons

Thursday, May 29th, 2014

Notes for panel The API Copyright Emergency: What’s Next? today at API Con SF. The “emergency” is the recent decision in Oracle v. Google, which I don’t discuss directly below, though I did riff on the ongoing case last year.

I begin with and come back to a few times Creative Commons licenses as I was on the panel as a “senior fellow” for that organization, but apart from such emphasis and framing, this is more or less what I think. I got about 80% of the below in on the panel, but hopefully still worth reading even for attendees.

A few follow-up thoughts after the notes.

…

Creative Commons licenses, like other public licenses, grant permissions around copyright, but as CC’s statement on copyright reform concludes, licenses “are not a substitute for users’ rights, and CC supports ongoing efforts to reform copyright law to strengthen users’ rights and expand the public domain.” In the context of APIs, default policy should be that independent implementation of an API never require permission from the API’s designer, previous implementer, or other rightsholder.

Without such a default policy of permission-free innovation, interoperability and competition will suffer, and the API community invites late and messy regulation at other levels intending to protect consumers from resulting lock-in.

Practically, there are things API developers, service providers, and API consumers can do and demand of each other, both to protect the community from a bad turn in default policy, and to go further in creating a commons. But using tools such as those CC provides, and choosing the right tools, requires looking at what an API consists of, including:

API specification
API documentation
API implementations, server
API implementations, client
Material (often “data”) made available via API
API metadata (e.g, as part of API directory)

(depending on construction, these could all be generated from an annotated implementation, or could each be separate works)

and what restrictions can be pertinent:

Copyright
Patent

(many other issues can arise from providing an API as a service, e.g., privacy, though those are usually not in the range of public licenses and are orthogonal to API “IP”, so I’ll ignore them here)

1-4 are clearly works subject to copyright, while 5 and 6 may or may not be (e.g., hopefully not if purely factual data). Typically only 3 and 4 might be restricted by patents.

Standards bodies typically do their work primarily around 1. Relatively open ones, like the W3C, obtain agreement from all contributors to the standard to permit royalty-free implementation of the standard by anyone, typically including a patent license and permission to prepare and perform derivative works (i.e., copyright, to extent such permission is necessary). One option you have is to put your API through an existing standards organization. This may be too heavyweight, or may be appropriate yet if your API is really a multi-stakeholder thing with multiple peer implementations; the W3C now has a lightweight community group venue which might be appropriate. The Open Web Foundation’s agreements allow you to take this approach for your API without involvement of an existing standards body. Lawrence Rosen has/will talk about this.

Another approach is to release your API specification (and necessarily 2-4 to the extent they comprise one work, ideally even if they are separate) under a public copyright license, such as one of the CC licenses, the CC0 public domain dedication, or an open source software license. Currently the most obvious choice is the Apache License 2.0, which grants copyright permission as well as including a patent peace clause. One or more of the CC licenses are sometimes suggested, perhaps because specification and documentation are often one work, and the latter seems like a “creative” work. But keep in mind that CC does not recommend using its licenses for software, and instead recommends using an open source software licenses (such as Apache): no CC license includes explicit patent permission, and depending on the specific CC license chosen, it may not be compatible with software licenses, contrary to goal of granting clear permission for independent API implementation, even in the face of a bad policy turn.

One way to go beyond mitigating “API copyrightability” is to publish open source implementations, preferably production, though reference implementations are better than nothing. These implementations would be covered by whatever copyright and patent permissions are granted by the license they are released under — again Apache 2.0 is a good choice, and for software implementation CC licenses should not be used; other software licenses such as [A]GPL might be pertinent depending on business and social goals.

Another way to create a “thick” API commons is to address material made available via APIs, and metadata about APIs. There, CC tools are likely pertinent, e.g., use CC0 for data and metadata to ensure that “facts are free”, as they ought be in spite of other bad policy turns.

To get even thicker, consider the architecture, for lack of a better term, around API development, services, and material accessed and updated via APIs. Just some keywords: Linked Open Data, P2P, federation, Lots of Copies Keep Stuff Safe, collaborative curation.

…

The other panelists were Pamela Samuelson, Lawrence Rosen, and Annette Hurst, moderated by David Berlind.

I’m fairly familiar with Samuelson’s and Rosen’s work and don’t have comments on what they said on the panel. If you want to read more, I recommend among Samuelson’s papers The Strange Odyssey of Software Interfaces and Intellectual Property Law which shows that the “API copyright emergency” of the panel title is recurrent and intertwined with patent, providing several decades of the pertinent history up to 2008. Contrary to my expectation in the notes above, Rosen didn’t get a chance to talk about the Open Web Foundation agreements, but you can read his 2010 article Implementing Open Standards in Open Source which covers OWF.

Hurst is a lawyer for Orrick representing Oracle in the Oracle v. Google case, so understandably advocated for API copyright, but in the process made several deeply flawed assertions could have consumed the entire duration of the panel, but Berlind did a good job of keeping the conversation moving forward. Still, I want to mention two high level ones here, my paraphrases and responses:

Without software copyright the software economy would go away. This is refuted by software development not for the purposes of selling licenses (which is the vast majority of it), especially free/open source software development, and services (e.g., API provision, the source of which is often never published, though it ought be, see “going beyond” recommendations above). Yes the software economy would change, with less winner-take-all monopoly and less employment for Intellectual Parasite lawyers. But the software economy would be huge and very competitive. Software is eating the world, remember? One way to make it help rather than pejoratively eat the world is to eject the parasites along for the ride.

Open source can’t work without software copyright. This is refuted by 1) software source sharing before software copyright; 2) preponderance of permissively licensed open source software, in which the terms do not allow suing downstream developers who do not share back; 3) the difficulty of enforcing copyleft licenses which do allow for suing downstream developers who do not share back; 4) the possibility of non-copyright regulation to force sharing of source (indeed I see the charitable understanding of copyleft as prototyping such regulation; for perspective on the Oracle v. Google case from someone with a more purely charitable understanding of copyleft, see Bradley Kuhn); and 5) demand and supply mechanisms for mandating sharing of source (e.g., procurement policies, distribution policies such as Debian’s).

These came up because Hurst seemed to really want the audience to conflate software copyright in general (not at issue in the case, settled in a bad place since the early 1980s) and API copyright specifically. Regarding the latter, another point which could have been made is the extent to which free/open source software has been built around providing alternatives to proprietary software, often API-compatible. If API copyright could prevent compatible implementation without permission of any sort, open source, competition, and innovation would all be severely hampered.

…

There is a recent site called API Commons, which seems to be an API directory (Programmable Web, which ran the conference, also has one). My general suggestion to both would be to implement and facilitate putting all elements of APIs listed above in my notes in the commons. For example, they could clarify that API metadata they collect is in the public domain, publish it as Linked Open Data, and encourage API developers and providers they catalog to freely license specifications, documentation, implementations, and data, and note such in the directories.

…

In order to get a flavor for the conference, I listened to yesterday morning’s keynotes, both of which made valiant attempts to connect big picture themes to day to day API development and provision. Allow me to try to make connections back to “API commons”.

Sarah Austin, representing the San Francisco YMCA, pointed out that the conference is near the Tenderloin neighborhood, the poorest in central San Francisco. Austin asked if kids from the Tenderloin would be able to find jobs in the “API economy” or would they be priced out of the area (many tech companies have moved nearby in the last years, Twitter perhaps the best known).

Keith Axline claimed The Universe Is Programmable. We Need an API for Everything, or to some extent, that learning about the universe and how to manipulate it is like programming. Axline’s talk seemed fairly philosophical, but could be made concrete with reference to the Internet of Things, programmable matter, robots, nanobots, software eating the world … much about the world will indeed soon be software (programmable) or obsolete.

Axline’s conclusion was in effect largely about knowledge policy, including mourning energy wasted on IP, and observing that we should figure out public support for science or risk a programmable world dominated by IP. That might be part of it, but keeps the focus on funding, which is just where IP advocates want it — IP is an off-the-balance-sheets, “free” taking. A more direct approach is needed — get the rules of knowledge policy right, put freedom and equality as its top goals, reject freedom infringing regimes, promote commons (but mandating all these as a condition of public and publicly interested funding is a reasonable starting place) — given these objectives and constraints, then argue about market, government, or other failure and funding.

Knowledge policy can’t directly address the Austin’s concerns in the Tenderloin, but it does indirectly affect them, and over the long term tremendously affect them, in the Tenderloin and many other places. As the world accelerates its transition from an industrial to a knowledge dominated economy, will that economy be dominated by monopoly and inequality or freedom and equality? Will the former concentrations continue to abet instances of what Jane Jacobs called “catastrophic money” rushing into ill-prepared neighborhoods, or will the latter tendencies spread the knowledge, wealth, and opportunity?

Posted in Commons, Creative Commons, Economics, Inequality Promotion, Intellectual Protectionism, Open Services, Open Source, Open Standards, P2P, Patents, Politics, Public Domain, Semantic Web | 3 Comments »

Robot Gang Memorial Day

Monday, May 26th, 2014

Joe Mabel / CC-BY-SA

I find gang violence memorials tacky and sad (not all in this style are gang-related, but apparently the pictured one is), but a comprehensible form of mourning and remembrance.

Though with much higher status participants, and somewhat higher production values, today’s Memorial Day (US) commemorations are similarly tacky and sad. But these big scale gang memorials are far inferior to small scale gang memorials. The latter at least often include exhortations to “stop violence”, gang violence of their sort is universally viewed as illegal, and the participants are understood as rather pathetic victims and victimizers who really ought to have done something better with their lives, products of culture, economy, governance (take your pick) that is broken and clearly ought be fixed — all true also of big scale gang violence.

I suggest that we stop memorializing large scale gang members as heroes before they are fully replaced by robots.

One step forward might be to end U.S. (and elsewhere) exploitation of uneducated teenage soldiers. But perhaps something else would be more feasible or effective. If conflict reduction bonds existed and you held a large stake in them, what would you do?

Posted in Economics, Peeves, Politics | 2 Comments »

Hyperlocal Optimum

Sunday, April 27th, 2014

I recently wanted to accuse some people of pursuing a hyperlocal optimum. In this case, a heightened perception of the strength of their position, sensed only by themselves. I thought better of it as there were more charitable interpretations of their actions, and a similar pejorative exists for this use case: reality distortion field.

But, I thought, what a great term! Google search/scholar/books shows it being used exactly once so far, 41 days ago by user pholling in a forum about Manchester, England (emphasis added):

To fix all of this is not a trivial bit of work, it will require that city regions and broader regions work together to aim for the overall optimum and not their hyperlocal optimum. London does this to a large extent, but no other place in the England does.

I have no assessment of the quote as I know next to nothing about urban policy in England, but urban policy is surely a field in which the term hyperlocal optimum could be heavily applied. I’m not going to claim any particular urban policy constitutes pursuit of hyperlocal optima (note locality geographic and temporal), and I’ll admit there exist charitable interpretations of many such unnamed policies. But consider that:

In the next few decades, over 2 billion more people will live in cities. Simple calculation based on projected ~2050 population (now: 7 billion, 2050: 9 billion) and urbanization (now: .5, 2050: .7) gives 2.8 billion more (now: 3.5 billion, 2050: 6.3 billion).
Robots (most obviously in transportation and construction) will reshape cities as profoundly this century as autos did in the last, beginning now.
There will be calamities. Hopefully fewer than in the last century, but planning ahead for cities’ role in preventing and surviving such is better than hoping.

Hyperlocal action is fine, but please think globally and long-term always, and modify actions accordingly to break out of pursuit of mere hyperlocal optima.

…

I’ve not explicitly defined what makes a local optimum a hyperlocal optimum. Perhaps the difficulty of doing so explains why they term has until now only been used once before in the subset of the universe Google has indexed. My first use above implies that “hyper” indicates the local optimum is perceived, but perhaps not really even the local optimum. My second use above implies “hyper” denotes something about either relative scale (the global optimum is much, much better) or qualitative difference (the global optimum considers totally different parameters from the ones considered for the hyperlocal optimum). Probably the term hyperlocal optimum has no good use. I may still use it again when I fail to avoid stooping to the pejorative.

…

Many problems of the dominant topic of this blog can be seen as ones of escaping local optima. Joining with the cities topic, individual cities and other entities’ ongoing lock-in to proprietary software is an example of a local optimum that might be escaped through coordination with other cities. I’m not sure when (assuming against the above, that the term has some value) to apply the hyper prefix to such situations (another such is library lock-in to proprietary journal subscription and groveling for proprietary book purchases). Suggestions?

…

I might avoid commenting on this years’ mayoral election for my locality, Oakland. If any of the candidates seriously talk about any of the above macro challenges and opportunities, I will be pleasantly surprised. I think that my handwaving predictions after the last (2011) election held up pretty well, mostly unfortunately.

Posted in Economics, Oakland, Open Access, Open Source, Peeves, Politics | No Comments »

Without Intellectual Property Day [edit]

Saturday, April 26th, 2014

Without Intellectual Property Day by Parker Higgins of the EFF is quite good, and released under CC-BY. Clearly deserving of adaptation. Mine below, followed by a diff.

April 26 is the day marked each year since 2000 by the World Intellectual Property Organization (WIPO) as “World Intellectual Property Day”, in which WIPO tries to associate its worldwide pushes for more enclosure with creativity.

Celebrating creativity is a good thing, but when you’re a hammer, everything looks like a nail. For the World Intellectual Property Organization, it may seem like creativity and “intellectual property” are inextricably linked. That’s not the case. In the spirit of adding to the conversation, let’s honor all the creativity and industry that is happening without a dependence on a system intellectual property.

There’s an important reason to encourage and promote creativity outside the bounds of increasingly restrictive laws: to the extent such creativity succeeds, it helps us re-imagine the range of desirable policy and reduces the resources available to enclosure industries to lobby for protectionism — in sum shifting what is politically possible. It’s incumbent on all of us who want to encourage creativity to continue to explore and utilize structures that reward creators without also restricting speech.

Comedy, Fashion, Cooking, Magic, and More

In the areas in which intellectual freedom is not typically infringed, there is tremendous innovation and consistent creativity outside of the intellectual property system. Chefs create new dishes, designers imagine new styles, comedians write new jokes, all without a legal enforcement mechanism to restrict others from learning and building on them.

There may be informal systems that discourage copying—the comedy community, to take one example, will call out people who are deemed to be ripping off material—but for the most part these work without expensive litigation, threats of ruinous fines, and the creation of systems of surveillance and censorship.

Contributing to a Creative Commons

The free software movement pioneered the practice of creating digital media that can legally and freely be shared and expanded, building a commons. The digital commons idea is being pushed in more areas than ever before, including culture, education, government, hardware design, and research. There are some projects we’re all familiar with — Wikipedia is perhaps the most prominent, creating an expansive and continuously updated encyclopedia that is freely accessible under permissive terms to the entire world.

Focusing on this year’s World IP Day theme of movies, there have been some impressive contributions the commons over the years. Nina Paley’s feature animation Sita Sings The Blues, which she released into the public domain, has spread widely, inspired more work, and earned her money. The short films from the Blender Foundation have demonstrated cutting-edge computer graphics made with free software and, though they’ve sometimes been on the receiving end of bogus copyright takedowns, have been watched many millions of times.

Kickstarting and Threshold Pledges

Finally, crowdfunding platforms like Kickstarter and Indie-Go-Go have made a major splash in the last few years as another fundraising model that can complement, or even replace, copyright exclusivity. These platforms build on theoretical framework laid out by scholars like John Kelsey and Bruce Schneier in the influential “Street Performer Protocol” paper, which set out to devise an alternative funding system for public domain works. But most crowdfunded works are not in the commons, indicating an need for better coordination of street patrons.

Looking at movies in particular: Kickstarter alone has enabled hundreds of millions of dollars of pledges, hundreds of theatrical releases, and seven Oscar-nominated films (including Inocente, winner of the Best Documentary Short category). Blender Foundation is currently crowdfunding its first feature length film, Gooseberry.

***

The conceit of copyright and other “intellectual property” systems is that they can be calibrated to promote the progress of science and the useful arts. But the reality of these systems is corruption and rent seeking, not calibration. The cost is not just less creativity and innovation, but less freedom and equality.

It’s clear from real world examples that other systems can achieve the goal of promoting creativity, progress, and innovation. We must continue to push for both practice and policy that favors these systems, ultimately rendering “intellectual property” a baffling anachronism. In a good future, a policy-oriented celebration of creativity and innovaion would be called World Intellectual Freedom Day.

wdiff -n eff-wipd.html eff-wipd-edit.html |colordiff |aha -w > eff-wipd-diff.html

[-<p>Today, April 26,-]{+<p>April 26+} is the day marked each year since 2000 [-as "Intellectual Property Day"-] by the <a href="https://www.eff.org/issues/wipo">World Intellectual Property Organization [-(WIPO)</a>. There are many areas where EFF has not historically agreed with WIPO,-] {+(WIPO)</a> as "World Intellectual Property Day", in+} which [-has traditionally pushed-] {+WIPO tries to associate its <a href="https://www.eff.org/deeplinks/2013/03/ustr-secret-copyright-agreements-worldwide">worldwide pushes+} for more [-restrictive agreements and served as a venue for <a href="https://www.eff.org/deeplinks/2013/03/ustr-secret-copyright-agreements-worldwide">domestic policy laundering</a>, but we agree that celebrating-] {+enclosure</a> with creativity.</p>+}
{+<p>Celebrating+} creativity is a good [-thing.</p>-]
[-<p>As the saying goes, though:-] {+thing, but+} when you're a hammer, everything looks like a nail. For the World Intellectual Property Organization, it may seem like creativity and <a href="https://www.eff.org/issues/intellectual-property/the-term">"intellectual property"</a> are inextricably linked. That's not the case. In the spirit of adding to the conversation, [-we'd like to-] {+let's+} honor all the creativity and industry that is happening <i>without</i> a dependence on a system intellectual property.</p>
<p>There's an important reason to encourage {+and promote+} creativity outside the bounds of increasingly restrictive [-laws, too. As Ninth Circuit Chief Justice Alex Kozinski eloquently explained in <a href="http://notabug.com/kozinski/whitedissent">a powerful dissent</a> some 20 years ago, pushing only for more IP restrictions tips a delicate balance against creativity:</p>-]
[-<blockquote><p>Overprotecting intellectual property is as harmful as underprotecting it. Creativity is impossible without a rich public domain. Nothing today, likely nothing since we tamed fire, is genuinely new: Culture, like science and technology, grows by accretion, each new creator building on-] {+laws: to+} the [-works-] {+extent such creativity succeeds, it helps us re-imagine the range+} of [-those who came before. Overprotection stifles the very creative forces it's supposed-] {+desirable policy <i>and</i> reduces the resources available+} to [-nurture.</p></blockquote>-]
[-<p>It's-] {+enclosure industries to lobby for protectionism -- in sum shifting what is politically possible. It's+} incumbent on all of us who want to encourage creativity to continue to explore {+and utilize+} structures that reward creators without also restricting speech.</p>
<h3>Comedy, Fashion, Cooking, Magic, and More</h3>
<p>In the areas [-known as copyright's "negative spaces,"-] {+in which intellectual freedom is not typically infringed,+} there is tremendous innovation and consistent creativity outside of the intellectual property system. Chefs create new dishes, designers imagine new styles, comedians write new jokes, all without a legal enforcement mechanism to restrict others from learning and building on them.</p>
<p>There may be informal systems that discourage copying—the comedy community, to take one example, <a href="http://www.slate.com/articles/arts/culturebox/features/2014/the_humor_code/joke_theft_can_a_comedian_sue_if_someone_steals_his_material.html">will call out people</a> who are deemed to be ripping off material—but for the most part these work without expensive litigation, threats of ruinous fines, and the creation of systems [-that can be abused to silence lawful non-infringing speech.</p>-] {+of surveillance and censorship.</p>+}
<h3>Contributing to a Creative Commons</h3>
<p>The free software movement [-may have popularized-] {+pioneered+} the [-idea-] {+practice+} of creating digital media that can legally and freely be shared and expanded, [-but the free culture movement has pushed the-] {+building a commons. The digital commons+} idea [-further-] {+is being pushed in more areas+} than ever [-before.-] {+before, including culture, education, government, hardware design, and research.+} There are some projects we're all familiar [-with—Wikipedia-] {+with -- Wikipedia+} is perhaps the most prominent, creating an expansive and continuously updated encyclopedia that is freely accessible under permissive terms to the entire world.</p>
<p>Focusing on this year's World IP Day theme of movies, there have been some impressive contributions the commons over the years. Nina Paley's feature animation <i><a href="http://www.sitasingstheblues.com/">Sita Sings The Blues</a></i>, which she released into the public domain, has spread widely, inspired more work, and earned her money. The <a href="http://www.techdirt.com/articles/20101002/20174711259/open-source-animated-movie-shows-what-can-be-done-today.shtml">short films from the Blender Foundation</a> have demonstrated cutting-edge computer graphics made with free software and, though they've sometimes been on <a href="http://www.techdirt.com/articles/20140406/07212626819/sony-youtube-take-down-sintel-blenders-open-source-creative-commons-crowdfunded-masterpiece.shtml">the receiving end of bogus copyright takedowns</a>, have been watched many millions of times.</p>
<h3>Kickstarting and Threshold Pledges</h3>
<p>Finally, crowdfunding platforms like Kickstarter and Indie-Go-Go have made a major splash in the last few years as another fundraising model that can complement, or even replace, [-traditional-] copyright exclusivity. These platforms build on theoretical framework laid out by scholars like John Kelsey and [-EFF board member-] Bruce Schneier in <a href="https://www.schneier.com/paper-street-performer.html">the influential "Street Performer Protocol" paper</a>, which set out to devise an alternative funding system for public [-works.</p>-] {+domain works. But most crowdfunded works are not in the commons, indicating an need for better <a href="https://gondwanaland.com/mlog/2013/08/10/street-patrons-missing-coordination-protocol/">coordination of street patrons</a>.</p>+}
<p>Looking at movies in particular: Kickstarter alone has <a href="https://www.kickstarter.com/blog/a-big-day-for-film">enabled hundreds of millions of dollars of pledges</a>, hundreds of theatrical releases, and seven Oscar-nominated films (including <i>Inocente</i>, winner of the Best Documentary Short category). [-Along with other-] {+Blender Foundation is currently+} crowdfunding [-sites, it has allowed the development of niche projects that might never have been possible under the traditional copyright system.&nbsp;</p>-] {+its first feature length film, <em><a href="http://gooseberry.blender.org/">Gooseberry</a></em>.</p>+}
<h3>***</h3>
[-<p>As the Constitution tells us,-]
{+<p>The conceit of+} copyright and other "intellectual property" systems [-can, when-] {+is that they can be+} calibrated [-correctly,-] {+to+} promote the progress of science and the useful arts. [-We continue to work pushing for a balanced law that would better achieve that end.</p>-]
[-<p>But it's also-] {+But the reality of these systems is corruption and rent seeking, not calibration. The cost is not just less creativity and innovation, but less freedom and <a href="https://gondwanaland.com/mlog/2014/01/30/tech-wealth-ip/">equality</a>.</p>+}
{+<p>It's+} clear from [-these-] real world examples that other systems can achieve [-that-] {+the+} goal [-as well. Promoting-] {+of promoting+} creativity, progress, and [-innovation is an incredibly valuable mission—it's good to know that it doesn't have-] {+innovation. We must continue+} to [-come through systems-] {+push for both practice and <a href="https://gondwanaland.com/mlog/2014/02/09/freedoms-commons/#regulators">policy+} that [-can-] {+favors these systems</a>, ultimately rendering "intellectual property" a baffling anachronism. In a good future, a policy-oriented celebration of creativity and innovaion would+} be [-abused to stifle valuable speech.</p>-] {+called World Intellectual Freedom Day.</p>+}

Posted in Commons, Creative Commons, Free Speech, Inequality Promotion, Intellectual Protectionism, Open Access, Open Hardware, Open Source, Patents, Peeves, Politics, Public Domain, Public Goods, Wikipedia | 4 Comments »

Patent reform, parts deficient in commons

Friday, April 18th, 2014

A Five Part Plan for Patent Reform (pdf) by Charles Duan, Director of Patent Reform at Public Knowledge, is simultaneously good and deficient:

Notes theoretical and observed problems with monopoly incentive story underlying patents, mixed empirical results, regulatory cause of strong positive results in one field (pharma), layers of abuse surrounding core in implementation, the existence of many non-monopoly incentives for innovation, conflicts between these and patents … and yet fundamentally accepts the noble origin role of monopoly incentives in protecting apple pie and correlation with some inventions — nevermind causality or counterfactual. Compare text “certainly many inventions through history, such as the light bulb, the airplane, and the photocopier, were invented by small inventors and protected by patents” and its citation (footnote 7, The Myth of the Sole Inventor)!
Discusses commons (Open Innovation Communities) as evidence, and substantially better than typical writing doing so, as at least a concept of pro-commons reform is included: “One task for patent reform, then, is to consider adjustments to the patent system that better accommodate these alternate incentives for innovation. The goal of such adjustments is to better encourage these inventors incentivized by factors other than patents, and to ensure that patents do not stand in the way of those inventors.” As usual, commons regimes carved out of property defaults are mentioned (specifically GPL and DPL), but not as prototypes for default policy. Also, “it is important for these decisionmakers to reach out to inventing communities, even those that do not file for patents, and it is important for those communities to reach out to the Patent Office and other decisionmakers.” I think this also holds for “IP scholars” (which of course ought re-imagine themselves as commons scholars) and OIC participants/commoners — let’s talk about what concrete reforms would favor actually existing commons, and put those on the scholarly and policy agendas. A recent idea directly concerning patents that ought start down that long road, but many pertinent reforms may be indirect, favoring commons in other ways so as to change the knowledge economy which eventually determines what interests dominate.
Innovation is assumed the top goal of policy, tempered only by conflict among incentives to innovate, and need to rein in unscrupulous behavior. No mention of freedom and almost none of equality (Joseph Stiglitz is quoted: “The alternative of awarding prizes would be more efficient and more equitable”), let alone as goals which trump innovation.

These three good/deficient pairs are endemic in intellectual property-focused discourse, e.g., see my recent reviews of IP in a World Without Scarcity and Copyright and Inequality — one of the reasons the latter is so great is that places equality firmly on the agenda.

A few other notes on A Five Part Plan for Patent Reform:

It’s not a plan, rather an exploration of “five key areas in which the patent system is ripe for reform.” The word plan doesn’t even appear in the text. Well worth reading, but don’t expect to find an actionable plan with five parts.
Notes that patent trolls existed in the 1800s (individual farmers were bullied to pay royalties for farm implements covered by patents), which is good (too often current discourse assumes intellectual property worked just fine until recently, with conflict caused by changing technology rather than by power and rent seeking), but then: “Analogously, as discussed above, farm technology was widely used in the nineteenth century, and patents on farm technology were hotly contested. Patents on those farm tools were effectively abolished. But that fix to the patent system did not prevent the software patent problems faced today—it ultimately was a Band-Aid rather than a cure. The same would be true of eliminating software patents. The fundamental issue is that the technologies of tomorrow are unknown, so targeting patent reform to one specific field of technology means that the same problems will only arise again in a different technological sector.” Sure, only abolishing all patents is sufficient, but this analogy seriously undersells the benefit of abolishing software patents: agriculture then was in relative decline of importance in the face of industrialization. Now, software is ascendant, and any technology of tomorrow that matters will involve software.
Focuses on FRAND (fair, reasonable and non-discriminatory) licensing for standards. But RF (royalty free) licensing is required for any standard in which commons-based projects are first class participants (e.g., free/open source software and codec patents). No doubt unscrupulous behavior around FRAND and standards is a problem, but the solution is RF for standards.
From the Public Knowledge site, reading the paper requires first supplying an email address to a third party (gumroad). Annoying, but on par with PK’s newsletter practices (one of the many favoring tracking users at cost of usefulness to users). Better, the paper is released under CC-BY-SA, so I uploaded a copy to the Internet Archive. Best, Duan has published the paper’s LaTeX source.

Posted in Commons, Creative Commons, Economics, Inequality Promotion, Intellectual Protectionism, Open Source, Open Standards, Patents, Peeves, Politics | 4 Comments »

Protect commons from patents

Friday, April 11th, 2014

Rob Landley has a good idea: software patents shouldn’t apply to public domain software. This is exactly the kind of commons-favoring reform that ought be topmost on the agenda of anyone who cares about a good [digital] future. It will take years for many such reforms to be feasible. This only means it is urgent for commoners of all free/open stripes to begin thinking of themselves collectively as a politically potent self-interested group, not as merely surviving through private opt-outs from increasingly bad regulation and reaction against apparent existential threats.

I’m a huge fan of the public domain and think that among private opt-outs, public domain instruments ought be used much more than they are. Landley makes an interesting case (historical and otherwise, read his full post) for limiting protection from software patents to public domain software rather than any free/open source software, but I disagree — in this reform step, it makes sense to protect developers and users of any free/open source software from patents with regard to that software.

Up to the last paragraph the rest of this post is dedicated to this disagreement (and in another sense of dedicated, to the public domain, as is everything by me), but don’t let that distract from my overall appreciation of Landley’s post — read the whole thing (his blog is also interesting overall, stylistically like early blogs, and it does have posts back to 2002, though I’ve only been following it approximately since the first link in previous paragraph: see link text “disagree”, appropriately enough).

…

Landley writes:

The reason to say “public domain” instead of “open source” is partly that open source is difficult to legally define
…
Public domain hasn’t got that problem. It avoids the whole can of worms of what is and isn’t: the code is out there with zero restrictions.

1) Existing law and regulation deals with “open source”, e.g. the U.S. Department of Defense and the Italian government. This is no significant obstacle. On the other hand, “public domain” has another problem: FUD about whether it is “legally possible” to put new works in the public domain and whether various public domain instruments “work”. This FUD needs to be combated, but I think it’ll be more effective to do so in part by getting public domain instruments recognized as free/open instruments by various gatekeepers than by dumping FUD on the same.

The price for freedom from patents should be zero restrictions: if the authors have no control over what people can do with it, why should uninvolved third parties have a say? Ideally the smooth, frictionless legal surface of the public domain should go both ways.

That’s the constitutional argument: freely redistributable, infinitely replicable code serves the stated constitutional purpose of copyrights and patents better than patents do. Releasing your copyrights into the public domain should also prevent patent claims on that code.

2) That’s a fine assertion, but it’s really outside the free/open source (and nearby) consensus on software patents: they should be abolished, i.e., one should not have to give up anything to be protected from them. Changing the focus to strategically demanding freedom from patents for free/open source software (while still agreeing they ought be abolished for all) would mark a huge shift in the imagination of the movement(s). Limiting the scope of protection to only public domain software: how is it imaginable to take that idea beyond an interesting blog post? I wish a huge constituency for public domain software existed, but as of now it is a rounding error.

3) Zero restrictions is a fine ideal (indeed, copyright and patent should be abolished entirely), but whether viewed as a “price” or grant of permissions, releasing work under any free/open license makes very significant grants. Attendant conditions may be annoying, self-defeating, necessary, or something else depending on one’s perspective (I try to view them charitably as prototypes for more effective regulation not based on copyright holder whim, but also think it is worthwhile to try to improve them, and, as above, encourage more use of public domain instruments) but obviously these licenses are adequate to facilitate vibrant commons projects (essentially all well known free/open source software, except for SQLite and djbware, which use public domain dedications), and it is the actual commons that needs to be favored, not some idealized zero friction symmetry between patent and copyright.

The historical reason to say “public domain” instead of “open source license” is possible legal precedent: back when software was unpatentable, it was also uncopyrightable. An awful lot of public domain software used to exist, and when people added copyrights to it, they opened it to patents as well. Software that _isn’t_ copyrighted, historically, also wasn’t patented. If somebody tries to enforce patents against public domain software, we can make a clear distinction and ask a judge to opine.

4) I’m not a lawyer, but I’d bet heavily against us winning. Happy to be wrong.

5) I’ve already mentioned size of the constituency for (2) and quantity of (3) free/open source software relative to only public domain software, but these bear repeating in the form of size of benefit. Protecting all free/open source software from patents would immediately benefit millions of free/open source software developers and users, and solve big problems for free/open source software and standards. There would be essentially no immediate benefit from only protecting public domain software from patents. Long term it would encourage more public domain software. To make that extremely lopsided trade off one has to believe that free/open source licenses are really, really awful relative to the public domain. I can understand that belief emotionally, but don’t think what evidence we have about success of various projects bears the belief out. Rather, the specific conditions (including none) just aren’t all that important so long as a minimum of permissions are granted. Exclusive public domain advocates may hate licenses, but licenses just don’t matter that much!

…

As the title of this post implies, free/open source software (inclusive of public domain software) is not the only commons threatened by patents that ought be favored through blanket protection from patents. Defining some of these (e.g., for seeds, 3D printing, general purpose robotics, and synthetic biology?) will be harder, in part because there may be no “well understood term in the trade” such as “open source”, but this is a much smaller hurdle (indeed, a sub-sub-task of) than organizing the relevant constituencies and making the case to the public and policymakers that favoring commons is indeed good policy.

Posted in Commons, Economics, Intellectual Protectionism, Open Source, Open Standards, Patents, Politics, Public Domain | 5 Comments »

Empowered Mozilla?

Friday, April 4th, 2014

I don’t feel glad about Brendan Eich’s resignation as CEO of Mozilla, but it is probably for the best that it happened quickly. Even the President of the United States has changed his tune on same sex marriage since 2008. Apparently Eich really wanted to not even pretend to change his opinion and make up for it.

There is irony and danger in excluding holders of non-inclusive political opinions in the name of inclusivity. But the particulars of this instance make sense. (1) The excluded opinion isn’t just any. It’s in a class of opinions which deny equal rights to some people based on attributes they did not choose. Once society gets around to expanding the circle of moral equality to another group, advocacy against the expansion or for retraction quickly becomes an abomination suppressed on the free market; and not soon enough. I don’t see any way to avoid this. I suspect that the general case for socially (as opposed to legally: there should be no legal intolerance for even abominable opinions) tolerating diverse opinions is harmed if anti-equality opinions are treated as any other political opinion. (2) The opinion holder isn’t just anyone, but the symbol of a very public organization. Whether the chief executive should be such a central figure — certainly not when it comes to criminally powerful heads of nearly all states — is another question. I look forward to publicly holding the opinion that jurisdiction of birth serves as a legitimate reason for denial of equal rights becoming verboten for leaders, and in any educated company, at which point international apartheid must quickly crumble.

…

I hope that this brief crisis somehow spurs Mozilla to get back to its roots, even if in other respects Eich would have been the best leader to do that. For anyone who cares about the Mozilla mission, the crisis reveals a lot more about governance and communications problems at the organization than about Eich’s views, which were already known last year. I don’t think the crisis was only due to the outrage of marriage equality advocates. People expect better from Mozilla than the corporate/political PR style which Mozilla seems to have adopted: non-specific hype and if that doesn’t go over well reassure without directly addressing concerns. That approach could hardly be more calculated to provoke outrage among people who feel a part of the Mozilla community.

…

About crowd outrage, including destructive measures (promotion of browsers that are ethically far worse than Firefox), and Mozilla’s initial response of reassuring without directly addressing concerns (which horribly undersold Mozilla’s excellent practices and values, seeming to be offered as pathetic reassurance rather than the bedrock that they are): the whole thing reminds me of mass protest stemming from some legitimate issues, government refusal to directly address issues, and a rapid escalation to regime change as a non-negotiable demand, with destruction and opportunity creation for trolls quickly following.

Though in every recent case I can think of, the outraged crowd has good reason to be outraged, there is something “illegitimate” about obtaining change through packing the streets (or net), and certainly much dangerous about it: the collateral damage and opportunities created for the worst actors are enormous. Is there any hope for crowds or institutions to become “smarter” and more constructive? That’s in part what I was hoping for in the Mozilla case in my previous post.

I can think of approximately three possibilities; hopefully many more exist. (1) Better predictions about outcomes, i.e., any at all beyond self-serving punditry. Prediction markets are one possible, but so far failed (in the sense of near zero use), mechanism. Some outraged crowd members might pay attention to risk, and perhaps even tip the crowd into more rational behavior. Within regimes (inclusive of those controlling non-state organizations) better predictions might strengthen the hands of those who advocate for responding in a way not seemingly calculated to tip the crowd into regime change as a non-negotiable demand. (2) New “legitimate” arrangements which somehow promote directly addressing concerns rapidly, without allowing any mass of angry people to demand regime change. I don’t have any concrete ideas, but might be related to (3) new “legitimate” arrangements designed to encourage change without crisis, thus reducing the “need” for crisis. In many ways (2) and (3) are the function of “the market” and “culture” with emphasis depending on topic. But organizations (state, firm, or other) play a tremendous role, so institutional design is highly pertinent. One version of such institutional design, or at least call for such, is Roberto Unger’s concept of empowered democracy (from Wikipedia, emphasis added):

Unger’s proposal for political democracy calls for a high energy system that diminishes the dependence of change upon crisis. This can be done, he claims, by breaking the constant threat of stasis and institutionalization of politics and parties through five institutional innovations. First, increase collective engagement through the public financing of campaigns and giving free access to media outlets. Second, hasten the pace of politics by breaking legislative deadlock through the enabling of the party in power to push through proposals and reforms, and for opposition parties to be able to dissolve the government and call for immediate elections. Third, the option of any segment of society to opt out of the political process and to propose alternative solutions for its own governance. Fourth, give the state the power to rescue oppressed groups that are unable to liberate themselves through collective action. Fifth, direct participatory democracy in which active engagement is not purely in terms of financial support and wealth distribution, but through which people are directly involved in their local and national affairs through proposal and action.

I don’t have any comments on Unger’s proposed innovations (apart from skeptical curiosity), but the goal increasing (implied positive) change while reducing crisis seems one worthy of exploration, by organizations of all sizes.

…

Brendan Eich’s going away post:

Networks breed first- and second-mover winners and others path-dependent powers, until the next disruption. Users or rather their data get captured.

Privacy is only one concern among several, including how to realize economic value for many-yet-individually-weak users, not just for data-store/service owners or third parties. Can we do better with client-side and private-cloud tiers, zero-knowledge proofs and protocols, or other ideas?
…
Can a browser/OS “unionize its users” to gain bargaining power vs. net super-powers?

This is basically why I think Mozilla is so great and important. Lots of free/libre/open projects and organizations have good values. They largely don’t matter because network effects dominate. Huge organizations with good values are necessary, and all the better if they explicitly are thinking about the challenges imposed by the network effects of incumbents which embody poor values.

There’s no analogy worthy of making, and cringe when others try. But I’m glad that marriage equality advocates and their predecessors in struggles for civil rights succeeded in gaining bargaining power vs. the social super-powers of the day.

Posted in Apartheid, Economics, Free Speech, Open Source, Politics, Prediction Markets | 4 Comments »

Counter-donate in support of marriage equality and other Mozilla-related notes

Saturday, March 29th, 2014

I’m a huge fan of Mozilla and think their work translates directly into more human rights and equality. So like many other people, I find it pretty disturbing that their new CEO, Brendan Eich, donated US$1000 in support of banning same sex marriage. True, this is scrutiny beyond which most organizations’ leaders would receive, and Mozilla in deed seems to have excellent support for LGBT employees, endorsed by Eich, and works to make all welcome in the Mozilla community. But I think Evan Prodromou put it well:

If you lead an organization dedicated to human rights, you need to be a defender of human rights.

Maybe Eich will change his mind. Perhaps he believes an ancient text attributed to an ultra powerful being commands him to oppose same sex marriage. Believers have come around to support all kinds of liberal values and practices in spite of such texts. Perhaps he considers marriage an illegitimate institution and would prefer equality arrive through resetting marriage to civil unions for all, or something more radical. I can comprehend this position, but it isn’t happening this generation, and is no excuse for delaying what equality can be gained now.

In the meantime one thing that Mozilla supporters might do to counter Eich’s support for banning same sex marriage, short of demanding he step down (my suspicion is that apart from this he’s the best person for the job; given what the mobile industry is, someone from there would likely be a threat to the Mozilla mission) is to “match” it in kind, with counter-donations to organizations supporting equal rights for LGBT people.

Freedom to Marry seems to be the most directly counter to Eich’s donation, so that’s what I donated to. The Human Rights Campaign is probably the largest organization. There are many more in the U.S. and around the world. Perhaps Eich could counter his own donation with one to an organization working on more basic rights where homosexuality is criminalized (of course once that is taken care of, they’ll demand the right to marry too).

…

Other Mozilla-related notes that I may otherwise never get around to blogging:

Ads in new tabs (“directory tiles”) have the potential to be very good. More resources for Mozilla would be good, “diversification” or not. Mozilla’s pro-user stance ought make their design and sales push advertisers in the direction of signaling trustworthiness, and away from the premature optimization of door-to-door sales. They should hire Don Marti, or at least read his blog. But the announcement of ads in new tabs was needlessly unclear.
Persona/BrowserID is brilliant, and with wide adoption would make the web a better place and further the open web. I’m disappointed Mozilla never built it into Firefox, and has stopped paying for development, handing it over to the community. But I still hold out some hope. Mozilla will continue to provide infrastructure indefinitely. Thunderbird seems to have done OK as a community development/Mozilla infrastructure project. And the problem still needs to be solved!
Contrary to just about everyone’s opinions it seems, I don’t think Mozilla’s revenue being overwhelmingly from Google is a threat, a paradox, or ironic. The default search setting would be valuable without Google. Just not nearly as valuable, because Google is much better at search and search ads than its nearest competitors. Mozilla has demonstrated with FirefoxOS that they’re willing to compete directly with Google in a hugely valuable market (mobile operating systems, against Android). I have zero inside knowledge, but I’d bet that Mozilla would jump at the chance to compete with Google on search or ads, if they came upon an approach which could reasonably be expected to be superior to Google’s offerings in some significant ways (to repeat, unlike Google’s nearest search and ads competitors today). Of course Mozilla is working on an ads product (first item), leveraging Firefox real estate rather than starting two more enormous projects (search and search ads; FirefoxOS must be enough for now).
The world needs a safe systems programming language. There have been and are many efforts, but Mozilla-developed Rust seems to have by far the most promise. Go Rust!
Li Gong of Mozilla Taiwan and Mozilla China was announced as Mozilla’s new COO at the same time Eich was made CEO. I don’t think this has been widely noted. My friend Jon Phillips has been telling me for years that Li Gong is the up and coming power. I guess that’s right.

…

I’m going to continue to use Firefox as my main browser, I’ll probably get a FirefoxOS phone soon, and I hope Mozilla makes billions with ads in new tabs. As I wrote this post Mozilla announced it supports marriage equality as an organization (even if the CEO doesn’t). Still, make your counter-donation.

Posted in Advertising, Open Services, Open Source, Peeves, Politics, Programming | 6 Comments »