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You can't explain everything that happens in the open source through such a focused view. It might work for some cases, relatively few though.

That's a classic. A lot of things have changed though.

which of these things that have changed go against commoditizing the complement?

The core concept hasn't changed. We have a lot more data about what works and what doesn't. Back in 2002 funding for development tool companies and open source companies was non-existent. Git or github didn't exist. Things changed.

Here's one (an example of what's changed):

easy for software to commoditize hardware... hard for hardware to commoditize software. (Spolsky 2002)

Linus effectively killed the golden goose of writing OSs, a super-difficult task that deservedly propelled Gates and Allen to the stars.

All it takes is a college kid and a laptop to ship software. I wouldn't know where to start building and shipping chips and circuit boards. And that's why Azure, not Office, is where Microsoft's placing its bets.

2002