Earlier quoted context omitted.
Logical. They probably will be aquihired by someone like Broadcom.
I can't think of an outcome that would be more odious to Steve Tuck and Brian Cantrill. Brian in particular still talks about the soul-crushing experience of Oracle's hostile takeover of Sun Microsystems.
Oxide Computer raises $445M (SEC Form D)
51–60 of 203 posts
Re: Oxide Computer raises $445M (SEC Form D)
#52Earlier quoted context omitted.
Logical. They probably will be aquihired by someone like Broadcom.
Is there anything they're doing that can't be replicated by hypervisor/management software on commodity x86 servers? Seems like their "secret sauce" is a software stack that "just works" more than any actual special feature of the hardware . I feel like Broadcom with its VMWare acquisition could easily take these guys out if they wanted to (or for that matter, any OEM that has a line of servers + network & storage ha…
Re: Oxide Computer raises $445M (SEC Form D)
#53The real question is why did Steve Klabnik leave
I am still a huge fan and supporter of Oxide, and I'm really glad to see them still doing well.
Re: Oxide Computer raises $445M (SEC Form D)
#54Earlier quoted context omitted.
VC funding is not for "a sustainable long-term business".
Read the blog post on their series C [0]. It's not long, but the most relevant excepts are: > So if we didn’t need to raise, why seek the capital? Well, we weren’t seeking it, really. But our investors, seeing the business take off, were eager to support it. And we, in turn, were eager to have them: they were the ones, after all, who joined us in taking a real leap when it felt like there was a lot more risk on the t…
They've raised a lot of money and there will be pressure for an exit sooner rather than later.
Re: Oxide Computer raises $445M (SEC Form D)
#55Earlier quoted context omitted.
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 busin…
Re: Oxide Computer raises $445M (SEC Form D)
#56Earlier quoted context omitted.
I can't think of an outcome that would be more odious to Steve Tuck and Brian Cantrill. Brian in particular still talks about the soul-crushing experience of Oracle's hostile takeover of Sun Microsystems.
How about the sellout of Joyent to Samsung?
Re: Oxide Computer raises $445M (SEC Form D)
#57Re: Oxide Computer raises $445M (SEC Form D)
#58Selfishly of course so I can make sure there are more episodes of Oxide and Friends for years to come. Adam annd Bryan's ability to reference thirty year old simpsons episodes is unmatched.
Re: Oxide Computer raises $445M (SEC Form D)
#59Earlier quoted context omitted.
tbf they are probably looking for customers with cloud spend ending in 'm'
I wonder what's the selling point at that scale. If your ~monthly~ cloud spend ends in "M", you can easily justify hiring the talent needed to wrangle conventional bare-metal (in fact you can do so at much lower spends, but at these spends it becomes a rounding error). Edit: my bad, read that as monthly instead of yearly. Still, a yearly spend of millions would still make sense to bring that in-house.
With bills of that magnitude, each time I do a little house cleaning and delete some old data, change storage classes, or discover some unused servers... the savings (that are barely a rounding error on their bill) could pay for a whole year of an engineer or a bunch of servers that could power a good chunk of their production traffic.
Re: Oxide Computer raises $445M (SEC Form D)
#60Earlier 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.
The interesting part was the software, management interface, Terraform provider and how everything just fit together. Having storage, network and compute all in a single managed rack package brings a lot of value and brings down TCO. Really appreciated the security group like approach to network policies.
Unfortunately I haven't worked with HPE or Dell recently so I'm not sure what they currently offer.