Next week I'll be giving a talk on "Open Source Software Businesses and Developer Careers" at Agile 2008. Here is the abstract:
Open source is changing how software is built and how money is made. This talk discusses the economics of open source software from the start-up firm, the system integrator, and the software developer perspective. The talk provides a strategy framework and discusses its implementation using the dual-license strategy. It explains how system integrators use open source in the share-of-wallet wars. Finally, open source defines a new developer career. This talk explains this new career and argues that it creates economic value for some while it makes life harder for others.
Also, for anyone who is interested, I've started a discussion on open source and developer salaries over on my private blog.