Open Source Business Models

As readers of this blog may recall, in general I'm not a big fan of analysts, since they seem to offer very little other than a re-statement of what was blindingly obvious six months ago. But there are honourable exceptions.

Take, for example, this insightful presentation by Brent Williams, a self-styled "(temporarily) Independent Equity Research Analyst". It's unusual because it manages to combine a good understanding of the open source model and world with some grown-up economics. The result is well-worth reading.

I don't think Williams will be independent for long. (Via Once more unto the breach.)