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The Broken Promise of Open Source

Coraline Ada Ehmke • August 24, 2018 • Vienna, Austria • Talk

The talk "The Broken Promise of Open Source" by Coraline Ada Ehmke delivered at EuRuKo 2018 addresses the shortcomings of the open-source movement, particularly regarding its failure to fulfill its idealistic vision of inclusivity and collaboration. Ehmke, a prominent advocate for diversity in technology and creator of the Contributor Covenant, shares her personal experiences and critiques the culture within open source that has led to the marginalization of diverse voices.

Key points discussed include:
- Historical Context: The evolution of software development, detailing how the open-source movement originated as a response to proprietary software and how early computing was once a field dominated by women before the demographics shifted dramatically in the mid-80s.
- Failure of Key Principles: The principles of open source, such as the free exchange of ideas and shared ownership, are often undermined by groupthink and power imbalances that ignore the need for diversity. Ehmke argues that the demographic homogeneity among contributors stifles innovation and creates barriers for marginalized individuals.
- Meritocracy myth: Ehmke critiques the notion of meritocracy in the tech community, explaining that it often serves to perpetuate biases and inequities rather than offering genuine equal opportunity. She explains how these biases lead to the exclusion of those who do not fit the traditional image of a programmer.
- Personal Experience: Ehmke recounts her experiences with harassment and doubt regarding her technical abilities due to her identity as a transgender woman, highlighting the systemic issues faced by those advocating for change in the open-source landscape.
- Community Building: The talk emphasizes the importance of community and soft skills, stressing that caring for relationships within the community is as vital as technical contributions. Ehmke proposes that recognizing the contributions of those involved in fostering inclusivity is crucial for a truly equitable environment.

In conclusion, Ehmke calls for a reevaluation of values within the open-source community, urging a shift towards mutual respect and understanding. She invites listeners to envision a post-meritocratic world where inclusivity is prioritized, and invites them to read her "post-meritocracy manifesto" which outlines ways to improve the inclusivity and accessibility of open-source contributions. This talk serves as a powerful call to action for the tech community to dismantle existing barriers and foster a more equitable environment.

The Broken Promise of Open Source
Coraline Ada Ehmke • August 24, 2018 • Vienna, Austria • Talk

EuRuKo 2018

00:00:00.060 Let's have another round of applause for Andrew. His presentation was so quick, it was difficult to follow. It's even more difficult to write everything down.
00:00:09.950 I love it when I get a question about where the laptop is. That really calms my nerves. I think we all walked away with a laptop. I'm not sure if that was that laptop, but we have a case of a missing laptop.
00:00:22.230 Now, after this talk, we have a small break and then I want you all back at half past four for the last talk of the day. Following that, we’ll have a tiny break and then there will be the closing notes.
00:00:44.129 As I have already said, the next speaker is Coraline Ada Ehmke. She is a well-known writer, speaker, technologist, and open source advocate with over 20 years of experience. Coraline is also the creator of the Contributor Covenant, which has over 40,000 adoptions. We use it for Amsterdam.rb, and I absolutely love it. It's a key component for every project because it’s incredibly effective.
00:01:18.240 She feels that the open source movement has failed us, particularly in terms of the idealism that was present at its beginnings. She will explore how, why, and what we can do to improve it to make it better for everyone.
00:01:50.880 It's worth noting that this is not an uplifting talk. I want to apologize in advance. I am angry about what happens to marginalized people when they get involved in open source.
00:02:02.580 If you listen to this talk, you may also get angry, and that's fine. We can be angry together and use that energy to bring about change. I need to tell you a little bit about myself to provide some context for what happens next.
00:02:20.480 Understand that I am not trying to center myself in this discussion, but rather use my experiences as an example of the problems I will address.
00:02:33.989 I call myself a code witch because I write code and I literally practice witchcraft. I've been building web applications since 1993, which means I have 25 years of experience. It feels strange to say that out loud.
00:02:55.920 I had love affairs with Perl and Java early in my career, but I discovered Ruby in 2007 and haven’t looked back. I’m best known for creating the Contributor Covenant, the most popular open-source code of conduct in the world.
00:03:09.120 As mentioned, it has over 40,000 adoptions, including projects like JRuby, Elixir, Swift, Rails, and all of the open-source projects released by Google, Microsoft, and Apple. I'm on the board of Ruby Together, which aims to fund critical Ruby infrastructure projects, such as RubyGems and Bundler.
00:03:41.520 I also created OS4W.org, a platform to help women and non-binary people find mentors and partners to work on open source. I was recognized for my work in promoting diversity in Ruby with the Ruby Hero Award in 2016.
00:04:03.090 I share this background to contrast what I do and what many people in the open source community think of me. For instance, I often hear that I obviously don't code. This idea is perpetuated by stereotypes.
00:04:42.690 People say that developers have a harassment problem because they think I'm useless or not a real programmer. Despite being active in open source since the 90s, I’m repeatedly accused of not being a real programmer.
00:05:01.860 This was particularly evident in reaction to an article listing '100 Awesome Women in Open Source.' After seeing my name, I closed the tab because it seemed inappropriate. Coding is not the most important thing that I do, yet my GitHub contribution graph shows that I made about 2,500 commits last year.
00:05:19.110 Despite having 159 public repositories and being the author of 25 Ruby libraries with nearly half a million downloads, that isn't enough for some to deem me a 'real' programmer. Apparently, I’m seen as a liar merely because I am transgender.
00:05:59.190 One person in a harassing comment wrote that they didn’t understand why any organization would hire someone pretending to be someone they’re not. They implied that if I would lie about my gender, I would likely lie about other things.
00:06:28.189 As a result of my mission to make open source more inclusive, I have been labeled a social justice warrior. I wear that title as a badge of honor, but it also makes me a frequent target of harassment and nasty transphobic comments, especially on platforms like Reddit.
00:06:44.460 I've even been doxxed twice, meaning my personal information, including my home address, was shared publicly. I am targeted partly because of my visibility as a woman in tech, partly because I'm transgender, and because I am not satisfied with the status quo of open source.
00:07:19.110 I believe we can and must be better—not just as programmers, but as human beings. If that makes me a social justice warrior, then so be it. My daughter says the term sounds like I'm a superhero who cares about people.
00:08:03.500 What is the opposite of a social justice warrior? The best I could come up with was 'status quo accountants.' I firmly believe that my experiences of harassment and being targeted are not unique; they are intrinsic to the culture of open source.
00:08:40.550 To understand what open source is all about, we need to look at the history of software development and how it has changed over time. Early programmers worked for governments, including those dedicated to encryption projects during World War II. Post-war, computing began to find utility in academia and business.
00:09:07.500 In those days, women dominated the field. This continued into the 60s and 70s when programming was considered women's work. By the mid-80s, however, the advent of personal computers shifted the marketing of computers and games towards men, causing the number of women in computing to decline.
00:09:50.900 Companies like IBM began targeting male programmers in their job ads, marking the beginning of the age of the geek. Boys whose parents bought them home computers grew up to be hackers, often working out of their garages to create software and hardware.
00:10:25.220 Amateur software creation was common, with a lot of software written in interpreted languages like BASIC, which allowed the distribution of source code rather than just binaries. I remember getting source code from magazines and sharing software with friends at software swap parties.
00:11:18.320 However, with the home computer revolution came changes as corporations got involved, shifting software to proprietary models. As a teenager, I even wrote my own disk-editing software to bypass copy protection due to the growing enclaves of corporate software.
00:11:55.660 This led to a cat-and-mouse game between proprietary software producers and users, who sought free access. The landscape began to change significantly with Richard Stallman’s response to a frustrating encounter with an HP laser printer in the early 1980s.
00:12:39.250 Frustrated by the printer jamming, Stallman sought to modify the proprietary software to alert users of a jam but was denied access due to nondisclosure agreements. His anger over this incident catalyzed the free software movement.
00:13:14.100 In pursuit of free software, Stallman created GNU, an operating system that was Unix-compatible. During the late 90s, as the world adopted the Internet, free software grew in popularity, particularly for web servers.
00:14:02.600 The LAMP stack—Linux, Apache, MySQL, and Perl/PHP—became standard in web development. In 1997, Eric Raymond published a paper called 'The Cathedral and the Bazaar,' which greatly influenced the philosophical framework of the now-named open-source movement.
00:14:39.990 Eric Raymond popularized the term 'open source,' although it was originally coined by Christine Peterson. That same year, Netscape Navigator became the first major software package released as open source.
00:15:11.490 The Internet solved many distribution problems, as programming evolved into something accessible. HTML source code visibility in browsers introduced many people to programming, thus launching a new generation of developers.
00:15:58.230 Today, we inhabit a landscape of social coding sites like GitHub and GitLab, fostering collaboration. However, the egalitarian dream of equal access and involvement is falling short of the expectations of the open-source pioneers.
00:16:48.300 Originally, open source emerged as a reaction against the closed-source software produced by corporations. Early adopters adhered to a philosophy of openness and collaboration that was rooted in idealism.
00:17:19.030 Four key principles underpinned this idealism: the free exchange of ideas, success through collaboration, shared ownership, and meritocracy. On the surface, these principles seemed reasonable and revolutionary.
00:18:03.440 However, these ideas often came from a place of unexamined privilege among university-educated, middle- to upper-class white men. Let’s examine how these ideals fail, starting with the free exchange of ideas.
00:18:46.260 Open source projects signal whether or not individuals from diverse backgrounds are welcome. The network effect limits the reach of idea exchange to peers who often mirror each other's demographic backgrounds.
00:19:27.880 The intended marketplace of ideas theoretically generates greater value through collaboration. However, when the collaborating groups lack diversity, it leads to the emergence of groupthink, which stifles innovation.
00:20:13.840 This concept of groupthink was famously examined by Solomon Asch, who conducted experiments demonstrating how peer influence can lead individuals to conform, even when the correct answer was clear.
00:20:40.450 Groups in online platforms, such as Hacker News, perpetuate this phenomenon by awarding karma for agreement and punishing dissent. This dynamic effectively silences diverse voices.
00:21:22.730 Another principle, shared ownership, states that everyone involved in software creation has equal ownership. Open-source seeks to contrast the hierarchical nature of corporate software production.
00:22:01.300 Although shared ownership suggests distributed decision-making, it rarely translates into practice. Instead, we often see concentrated power, which contradicts open-source principles.
00:22:38.270 Benevolent dictatorships often arise in open-source, where authority consolidates, creating imbalances. This undermines the noble goals of the movement, leading to forms of virtual classism.
00:23:21.170 In the real world, when individuals violate community standards, there are often consequences. The open source community, however, lacks effective mechanisms to address violations of conduct.
00:23:56.440 The idea of loving the art but hating the artist often holds true. For example, many appreciate the work of HP Lovecraft despite his racism, but this should not dictate our collaboration in any endeavor.
00:24:39.080 Open source values cannot coexist in a culture rife with power imbalances. They presume a post-racial, post-sexist world, assuming that the best ideas will emerge in a meritocratic system, which fails to address real-world inequalities.
00:25:22.370 Meritocracy disregards the aspects of identity that differentiate people—social status, gender, race, and religion. We do not have a utopian community free from discrimination; the reality is that power dynamics persist.
00:26:10.020 I would love to discuss diversity in open source, but data is scarce. The only comprehensive measurement concerns women's participation, which is about 20% of the development community but only 2% of open-source developers.
00:26:43.820 About 6% of GitHub users are women, most contributing fewer than 10 times a year. If meritocracy were genuinely equal, it would imply that cisgender heterosexual white men are biologically predisposed to being the best developers.
00:27:20.700 The barriers women and marginalized individuals face in open-source stem from implicit biases that prevent their participation. Identifying merit often translates to: 'You remind me of myself, therefore you have merit.'
00:27:53.880 If meritocracy promises to be the great equalizer, then how can inequality exist? To understand this, we need to delve into the concept of meritocracy itself. The term originated from British sociologist Michael Young, who introduced it satirically.
00:28:36.050 His essay depicts a future society that prioritizes intelligence and creativity over the majority, suggesting that the cost of progress is justified. Young critiques the societal elevation of intellect at the expense of essential human experiences.
00:29:12.490 The modern concept of meritocracy is rooted in utilitarian philosophy, particularly ideas from Jeremy Bentham and John Stuart Mill. Utilitarianism focuses on maximizing pleasure, valuing overarching happiness while deeming inequalities as acceptable if they don't affect the majority.
00:29:59.079 In this context, the philosophy sacrifices the welfare of the few for the benefit of the many. The utility monster thought experiment illustrates how utilitarianism fails to be egalitarian.
00:30:46.450 By imagining a community where a utility monster derives more value from resources than others, you can see how heavy resource distribution can lead to extreme inequality. It reflects how utilitarian systems strip individuals down to mere consumers.
00:31:36.120 The framework of meritocracy in open source represents this utilitarian mindset. Open-source culture often dismisses soft skills like community building, mentoring, or outreach as non-essential, despite being crucial for fostering inclusivity.
00:32:23.830 This invisible labor, frequently shouldered by women and people of color, leads to an oversight of their contributions. At technical conferences, though diversity has increased thanks to outreach efforts, the human aspect of technology often gets overshadowed.
00:33:08.170 Consequently, talks centering on the human side of technology are often delivered by women and people of color, while the more technical presentations receive more acknowledgment and prestige.
00:33:57.040 To change the narrative, we must acknowledge that caring for our community is as important as technical efforts. To truly create an inclusive open source culture, we need to embrace mutual respect, understanding, and shared values.
00:34:44.950 In closing, we should focus on human connections rather than just the quality of our code. If you're interested in envisioning a post-meritocratic open source world, I invite you to read my post-meritocracy manifesto at postmeritocracy.org.
00:34:57.720 This document aims to redefine our values and set clear expectations for one another as we work towards making open source accessible and equitable for everyone. Thank you.
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