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Oxide Computer raises $445M (SEC Form D)

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21–30 of 203 posts

Re: Oxide Computer raises $445M (SEC Form D)

#21
post #6

(VP of Eng here) I filled out their sales form last year and never heard from them. We're currently spending $900k/year on AWS, and they didn't even acknowledge my request. crazy stuff.

Logical. They probably will be aquihired by someone like Broadcom.

I expect the majority of Oxide's customers are actively trying to escape Broadcom's VMWare hell. Can't see how something like that would make sense.

Re: Oxide Computer raises $445M (SEC Form D)

#22

Earlier quoted context omitted.

Logical. They probably will be aquihired by someone like Broadcom.

I expect the majority of Oxide's customers are actively trying to escape Broadcom's VMWare hell. Can't see how something like that would make sense.

Makes sense for Broadcom.

Re: Oxide Computer raises $445M (SEC Form D)

#24
post #16
post #6

(VP of Eng here) I filled out their sales form last year and never heard from them. We're currently spending $900k/year on AWS, and they didn't even acknowledge my request. crazy stuff.

We had the opposite experience. We contacted them through their form this year and they were happy to discuss with us even when we communicated from the beginning we wouldn't be customer in the short to medium term and even for single rack systems.

How did that compare to the big firms? HPE, Dell, and so on.

Re: Oxide Computer raises $445M (SEC Form D)

#25
post #16

Earlier quoted context omitted.

We had the opposite experience. We contacted them through their form this year and they were happy to discuss with us even when we communicated from the beginning we wouldn't be customer in the short to medium term and even for single rack systems.

How did that compare to the big firms? HPE, Dell, and so on.

You don't go to oxide for lowest cost.

Re: Oxide Computer raises $445M (SEC Form D)

#27

Earlier quoted context omitted.

Logical. They probably will be aquihired by someone like Broadcom.

I expect the majority of Oxide's customers are actively trying to escape Broadcom's VMWare hell. Can't see how something like that would make sense.

It makes sense for Broadcom to remove that avenue of escape, and it makes sense for Oxide's investors to charge a premium to Broadcom, and materialize their returns.

The customers will have to deal with it, of course. At least they bought physical systems instead of renting them, so they can use them until they're obsolete.

Re: Oxide Computer raises $445M (SEC Form D)

#30
post #20

Earlier quoted context omitted.

If your CIO is not ideologically averse on paying people instead of paying jeff bezos, you can save money even buying dell.

You are 100% correct but you’d be shocked at the mortal terror that “self hosting” inflicts in the minds of even people who should really know better. Also forget Dell. Check out DataPacket.com and other metal hosters. You don’t need to physically rack unless you are huge or have special hardware or security needs. The cloud industry has done an incredible job at a kind of soft pervasive propaganda that running stuff…

You’re expressing a very narrow engineer’s perspective that doesn’t consider the realities of managing bare metal hosting at any kind of scale.

These are business decisions, made in terms of core competencies, capex vs. opex, and the difficulties and cost of building out a reliable, sustainable hosting operation that handles all the compliance and security requirements, and the full range of “ilities” that real businesses have to deal with.

The fact that Bob in IT might be capable of doing some of this on his own doesn’t really enter into the picture. It’s not relevant.

There’s a reason that most companies don’t operate their own electricity generation systems. Much the same is true for computing systems.

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