OSE Incentive Challenge End State

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  • Production engineering is developed to allow the build of the production tools solely from scrap plastic, rubber, aluminum, zinc, copper, spring steel wire, and welding wire - reducing material cost outside of electronics and batteries to $5.
  • BOM cost for electronics
  • Startup cost is from 0 to $2000 for all the tooling. 0 cost is via apprenticeship program. $2000 is material cost for microfactory: printer, slow grinder, filament maker.
  • Microfactory kits are available (you can buy a drill, or the production infrastructure for making drills)
  • Production machine is extensible from 3D printing to milling and CNC torch cutting, and costs under $1500 for the 3D printer, router, mill, and torch. Drill phase - printer, router, mill - and later phases - CNC torch.
  • Move forward metal 3d printing and desktop 3D printing foundry in a significant way
  • Contest pushes open source state of art in 3D printing
  • Rubber-optimized extruder is optimized. This is part of production tooling.
  • Automatic tool change is implemented for the 3D printer.
  • At least 2 materials (2 colors) 3D printing capacity is implemented
  • Printer must be able to do 4 materials total (ABS, rubber, teflon, PEEK or ULTEM)
  • 3D printed gears are
  • Chuck/gear metalcasting is acceptable if production engineering efficiency can be met
  • MIG casting and/or lost PLA casting is developed for simple metal parts while meeting production engineering requirements
  • Filament maker and slow grinder are developed.
  • Efficient 3D printer is enclosed, with bottom-insulated heatbed and insulated heater block. This provides a higher efficiency and capacito to print in lower ambient temperatures down to freezing with good results.
  • Data collected provides a wide range of technical details on every aspect of the printer. Data collection design is extensive for both the machines and the production ergonomics.
  • 24 volt system is used with RAMPS, Raspberry Pi, and quiet drivers
  • 3D Printed Linear Bearing-type technology is used if needed


OSE Operations - General Boost


In general, going into the Challenge, it is critical for OSE to build in critical infrastructure support so that continuity is guaranteed for the Incentive Challenge program. Historically, OSE ran on lean infrastructure, which was insufficient to stabilize and grow operations, and thus not allowing OSE to scale effecively. Projects to date have in general been one-off and custom - without any project being developed into a self-sustaining program that is part of a larger organization. Based on our experiences, we must assure that we build sufficient overhead to allow the Incentive Challenge program to continue as one of multiple OSE projects with self-sustaining revenue that allows for scaling of the Challenge program while contributing to the overall scaling of OSE. In summary: support staff, operations protocol definition is needed. This is challenging, as the Incentive Challenges at this point require significant innovation to achieve the stated goal of collaborative design on a large scale - for industrial productivity on a small scale.


  • Challenge facilitates sales of OSE 3D printers
  • Challenge constitutes a whole zero to builder program - including populating the 9 Day Microfactory Boot Camp. This means people have a one stop shop for gaining practical skills in a rapid fashion. And this contributes to OSE because it helps us assess what is feasible to teach
  • Challenge contributes significantly to the development of open source tooling for production - not just the Cordless drill design
  • Challenge contributes significant forward motion to OSE's open source product development methods
  • Challenge is integrated with promotion of OSE Clubs, who also make entries.
  • Challenge is timed with publication of The Book
  • Challenge results in a first viable business run by OSE, and also serves as a model for distributed market substitution.
  • Challenge is a specific application of our new Forum
  • Forum may or may not be structures as a Stack Exchange forat - but Stack Exchange MVP functionality is required for proper development. See OSE Collaboration Specification for requirements of the OSE OSPD method.
  • Challenge produces Certification and Licensing infrastructure
  • Challenge follows the Feasibility Proof of the OSE 3D printer as the first example that an XM distributive enterprise can be started successfully with open hardware.
  • Challenge produces a first ever business case for the efficiency of an open source product development Distributive Enterprise. Ie - it is a definitive for the competitive advantage of open source in hardware.
  • Builds the brand and trademark
  • Challenge facilitates the Open Source Everything Store

Inspiration, Feelings, Mood Setting

  • Distribution of Hope is visible by the small or nonexistent number of trolls
  • Process of unbridled collaboration is inspirting and eye-opening to participants
  • Incentive structure accomplishes pushing forward technical state of art significantly
  • Large number of(1000+) contributors make substantial technical contributions to the design because they are motivated by the scope and utility of the project

Cultural Change

  • A new possibility of hope is produced regarding the feasibility of collaborative development, and open source economics in general
  • Distributive Enterprise enters the cultural lexicon

Visible Difference

  • Cordless drill industry transitions to lifecycle design as cordless drills are no longer ever thrown out in their entirety. Time frame?
  • Media coverage reaches academic and popular economic literature including Forbes, Time, etc.
  • A visible example of monopoly breakdown creates a cascade of other projects inspired by the example
  • Other groups begin using the OSPD techniques that were proven in the contest - for unleashed collaboration to develop a range of other products
  • Many economic development organizations around the world jump on the possibility of entrepreneurial development and begin producing cordless drills
  • A collaboration protocol and platform is created for continuing product development
  • Upvoting platform is installed to distill technical discussion to the best choices.
  • Hackathons for further product development occur monthly in every major city worldwide
  • First ever example of wide enterprise replication on
  • Monopoly production becomes a minority occurrence in power tools, and is on its way to extinction as economic production returns to communities
  • Large outlets such as Walmart and
  • Gross National Happiness is begins to take hold as a meaningful metric in countries other than Bhutan
  • Conribution of the cordless drill industry to Gross National Happiness increases


Incentive Challenge Preparation Process

  • Leading appropriate technology advocates are recruited as judges and advisors - Hackaday, MOST, Instructables, MAKE, Fablabs, Lulzbot, OSHpark, Element 14, Buildlog, SZOIL, OSHWA, Sparkfun, OBI, Mac Arthur Foundation on Circular Economy - [1])
  • Marketing channels are engaged in the development of the incentive challenge
  • Ample funding is secured for proven-technology integration 'stretch goals' such as dual movable extruder, automatic tool change. Prizes are NOT awarded unless earned according to well-defined criteria, and money is allocated to the Post-Challenge Conference instead.

Incentive Challenge

  • "Publish early and often" philosophy is demonstrated with continuous and ongoing uploads, sharing, and remixing of designs on the wiki
  • A minimum of 100 complete entries are submitted (completed entry means a build product, with documented production engineering)
  • Production engineering and quality control is defined for 12 builds per day (outside of continuously 3d printed parts) using a single 3D printer (12" print bed size or larger)
  • Production engineering is defined where in a 30 day period, a minimum of 3 production runs can be made (36 drills produced)

After Unit - Enterprises Started

  • Developer/Producer Conference is held in a major city or at the OSE headquarters.
  • The full production engineering is showcased for the winning model - including full setup of 3D printed organizing infrastructure, machine tools, production line, demo or ordering terminal for online orders
  • Conference is used to market the drills - people can order them from OSE or from others.
  • Upon completion of the incentive challenge, all the entrants (100+) start a part time (or more) enterprise providing cordless drills to one or more of their local stores (within a 1 hour radius)
  • Big Box Store test cases are achieved in several locations
  • Teams of 4 collaborating producers are created to supply each Big Box store
  • Online enterprise infrastructure is created for all producers, with OSE branding possibility. As Emily suggested, Marcin's Freedom Drill etc branding per person.
  • Packaging design is part of the incentive challenge. Packaging case is 3D printed in 2 colors.

Temporal Evolution

  • At end of challenge, a small set of early adopters runs with the enterprise. These early adopters are selected as contest winners or invited guests, and are invited to our Conference.
  • Conference is a one week event - which is a Book Sprint - for a producer training manual.
  • Ground 0 for Distributed Market Substitution is the Conference. It kicks off the development of training for producers to scale the efforts worldwide.
  • Enterprise training is available, both in person and online, for others - as a result of the Producers' Conference.
  • Training program can accept 100 certifications per year in the first year, and 1000 certifications by the second year, and 10k certifications by the third year.
  • Distributed market substitution, or its failure, is achieved by end of year 3.
  • After year 2, we diversify to other OSE Incentive Challenges.


  • Infrastructure is set up for an annual conference/Summer School for continued training and development of cordless power tools, and other products in later phases. Ties in to the core work of OSE as a Project, housed at the OSE headquarters. This involves facilities for the Conference/Summer School, with necessary support staff. This leads the way for OSE as a replicable business model for dedicated product development in a transition from proprietary to collaborative development.
  • Training program follows Regenerative Design principles for building hope. Wo focus on school (future producers) OSE Clubs started in many locations, as well as training for society's outcasts. Thus, we focus on community economic development programs, veterans, prisoners, indigenous peoples, and the elderly.
  • Training program is produced as a result of the Developer/Producer Conference.
  • Training program includes after-school programs - and is a way to add rocket fuel to OSE Enterprise Clubs.


  • Global cordless drill Distributive Enterprise is financially self-sustaining including for continued product R&D, traning, standards creation.
  • Revenue bootstraps continued development to additional manufacturing infrastructure, as well as to product diversification to all cordlesss tools initially, and eventually to other products and sectors
  • Infrastructure is created for teaching people to start an enterprise
  • OSE develops scalable training and certification infrastructure
  • Product tracking is automated for lifecycle design while maintaining privacy and remaining as open data
  • Low cost microfactory design is provided as open source for ensuring low cost of startup.
  • Startup costs are mitigeted via an onboarding plan that starts with smaller scale or more labor intensive production, until revenue bootstraps further infrastructure.
  • Mentorship and startup assistance program is created to absorb and train any new producer
  • Clear protocols and methods (collaboration architecture, incentive challenge design principles, open source development protocols, collaborative literacy creation) are defined as a result of the OSE Incentive Challenge
  • This OSE Incentive Challenge results in a clear validation of the economic model of the distributive enterprise incentive challenge
  • A dedicated organization is created for running the OSE Incentive Challenge for other products
  • Sound governance is established for the OSE Incentive Challenges organization.

OSE Movement

  • OSE is put on a direct path to Oslo