The right reasons for using open source in research

13 Feb 2019

Paul Romer has a blog post arguing why he thinks the future of research lies on using open source software. I think his arguments are somewhat flawed.

No offense, I am a huge fan and a huge user of open source software. I strongly support it. But I think the right arguments have to be made.

He defends that Jupyter is a better option than Mathematica mainly because the open source process behind it rewards integrity and transparency, whereas proprietary software rewards lack of integrity and secrecy. He even compares open software to the social systems that emerged from the Enlightenment and proprietary software to the horde of Vandals seeking private profit that threatened the social systems of its time. He also says Mathematica had the technical lead but was surpassed by Jupyter.

First of all, Jupyter (and the open source ecosystem behind it) has technically surpassed Mathematica because it can use free work from developers contributing to it whilst Wolfram has to pay for developers to work on Mathematica’s code base. That is part of the magic of open source. But it is not because companies seek private profit. A big part of the open source development is paid by companies seekig profit. Sometimes, it is because they want to commoditize its products’ complements, as Joel puts it. For example, a server manufacturer could pay a team to develop a open source operational system so that when someone buys a server more of the total cost from buying it goes to the company.

Second of all, it is true that an open source code base increases transparency. But there are much better reason why someone should prefer open source alternatives:

Instead of these good reasons, Romer focuses on bashing proprietary software and exalting the open software community. He thinks Mathematica failed and Jupyter succeeded because the norms of the open source community are similar to the norms of the scientific community. I don’t think it is even a reason, much less a good reason for the success of open source software. A lot of open source developers use Apple notebooks.

I think using open source software is the best choice for research. But it is good to focus on the right reasons so you can make better choices along the way.