While working the open source beat for ZDNet during the last decade, one lesson became crystal clear to me: The primary benefits of open source go to the users, not the creators. It’s in using open source to make things that you find of value, not in selling support for the code.
Cloudera (NASDAQ:CLDR) was founded in 2008 to commercialize Hadoop, a “big data” system built for the cloud. Hadoop analyzes huge piles of unstructured data quickly. It’s vital to the way businesses run today. Three years later, another company called HortonWorks was formed around the same software. In 2018 the two agreed to merge in a deal worth $5.2 billion. Today CLDR stock has a market cap of $3.5 billion.
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