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Oxide Computer raises $445M (SEC Form D)

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

#71

Post by throw0101d »

Nextgrid wrote: post #43
Alien1Being wrote: post #11

Earlier 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…

> Is there anything they're doing that can't be replicated by hypervisor/management software on commodity x86 servers?

It was technically possible with (e.g.) OpenStack for years (decades?) before Oxide ever existing, and yet even with such a solution being around, some folks still went with Oxide. (Or, depending on the scale you want to talk about: Proxmox, XCP-ng.)

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

#72

Post by throw0101d »

Aurornis wrote: post #29
LennyWhiteJr wrote: post #12

I will implicitly trust anything Jessie Frazelle works on. Rare combination of taste, skill, and passion.

She stepped down several years ago. She was still listed as an advisor in some capacity, but she moved on to a different startup.

From a 2024 interview:

> In this episode, we sit down with Jessie Frazelle, CEO and co-founder of Zoo, a company working on innovative software and hardware technology. Jessie shares her fascinating journey, from getting her start at digital agencies to working at tech giants like Google and Microsoft and ultimately co-founding her own successful startup, Zoo.

* https://www.youtube.com/watch?v=9MkDJMiB_8U

> Zoo makes CAD truly AI-native with a modern geometry engine, readable code, and an editable feature tree at its core, enabling AI to make precise geometric changes without trapping users in a chat-only workflow. https://zoo.dev View our current openings: https://zoo.dev/careers Check out our blog: https://zoo.dev/blog

* https://www.linkedin.com/company/zoodotdev/

* https://zoo.dev

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

#73

Post by ahl »

jjice wrote: post #58

Just like the last Oxide post, I just have to say how excited I am for their product as a concept. I really hope to see them continue to do well! Selfishly 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.

$400m of Simpsons references is undeniably a good use of VC.

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

#74

Post by sunshowers »

Nextgrid wrote: post #43
Alien1Being wrote: post #11

Earlier 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…

It's not actually secret — it's open source! We talk openly about our architecture.

Bryan has a good take on the incentive structures holding back commodity hardware vendors: https://m.youtube.com/shorts/O8GSWKpK79s

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

#75

Post by tw04 »

calvinmorrison wrote: post #51
TimTheTinker wrote: post #32

Earlier 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?

Joyent was founded in 2004. Bryan joined in 2014 - I doubt he had much, if any, say in the sale proceeding or not.

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

#76

Post by reherhrh »

shofetim wrote: post #17

Woot!, they are on a tear: 2023: Series A 44 Million https://oxide.computer/blog/oxide-unveils-the-worlds-first-c... 2025: Series B 100 Million https://oxide.computer/blog/our-100m-series-b 2026: Series C 200 Million https://oxide.computer/blog/our-200m-series-c 2026: Series D 445 Million https://www.sec.gov/Archives/edgar/data/1795071/000179507126...

lol why are you cheering?

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

#77

Post by nixon_why69 »

rincebrain wrote: post #62
calvinmorrison wrote: post #50

Earlier quoted context omitted.

Right like learning AWS is significantly harder than buying a big server and maintaining it

Many people who have ever had to deal with the long tail of insanities in physical hosting, like "the ceiling burst and dumped water on a rack", "the RAID controller's capacitors exploded and now you need to figure out what still works", or "for some reason three of the servers won't talk to this switch but talk to anything else using the same cables, and the switch ports work for other devices", would happily pay a…

Ok but add up a trickle of those examples, with staff to handle them, and you're still comfortably in the black.

You dont even have extra organizational overhead. Every cloud first company has a head of devops sitting in the chair where head of infra would be. They somehow wind up with like half the staffing anyways compared to running bare metal.

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

#78

Post by elzbardico »

antonvs wrote: post #30
api wrote: post #20

Earlier 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…

Frankly. Most of that stuff is corporate bullshit. Compliance is 99% fucking theatre, cover your ass audits with a fancy check list.

The capex vs opex theatre is just stupid economics and bad generalization from wall street types.

Almost nothing of it is really real.

And your analogy may impress other glorified salesman, but it doesn't hold water for a second, electricity is fungible, computing is not, electricity is stateless, you computing infrastructure carries your data. Power consumption generally is not a competitive differentiator,computing often is. And of course, the economics IN THE FUCKING REAL WORLD is broken: It is very hard to compete with the prices of the grid, not so in the modern cloud world where hyperscalers captured market enough to feel free to start extracting monopolistic rent from their consumers. And even the premise is uninformed, heavy industry frequently resorts to co-generation, and now, ironically, even data centers projects are exploring it.

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

#79

Post by [deleted] »

TimTheTinker wrote: post #56
calvinmorrison wrote: post #51

Earlier quoted context omitted.

How about the sellout of Joyent to Samsung?

Joyent was likely a part of what convinced Brian Cantrill that a new cloud machine was needed. They had their own stack running on commodity OEM hardware in their own cloud - likely a painful experience, since Brian talks a lot about how much of a difference it makes to own the complete root of trust and everything in it.

[deleted]

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

#80

Post by XorNot »

joshuamorton wrote: post #49
Nextgrid wrote: post #43

Earlier quoted context omitted.

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…

> 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. There's a reason Apple is consistently one of the top 5 most valuable companies. It isn't because their hardware does anything that can't be done on "commodity" hardware, its th…

Which only matters to consumers. Businesses at scale have teams doing this stuff and costs matter.

I've written on this before but Oxide are sitting in very narrow market segment in terms of value and I can't see how it's viable.

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