Alpha in the Open

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November 2025

Q4 2025 Snapshot of COSS Funding
Here’s a snapshot of the big funding pulses and open‑source momentum in the AI‑agent / infra space over the last two months — I think of it as a surge…
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Matt Trifiro (COSSA)
Alpha in the Open: An Open Source Investor’s Field Guide to Finding Value Where No One Else Is Looking
For years, I’ve watched investors, especially those steeped in traditional enterprise software, struggle to apply familiar SaaS-style metrics to early…
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Matt Trifiro (COSSA)
My Passion for Open Source is Commercial
I’ve been passionate about the business of open source for nearly three decades.
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Matt Trifiro (COSSA)
The Commercial Open Source Playbook: How to Build a Business on “Free”
For decades, the software industry operated on a simple, restrictive premise: lock the code in a vault, charge an arm and a leg for a license key, and…
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Matt Trifiro (COSSA)
The Virtuous Cycle: How Open Source Became the Center of the Enterprise Universe
Ten years ago, open source was the counter-culture of the software world.
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Matt Trifiro (COSSA)
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