81–90 of 203 posts
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You don't go to oxide for lowest cost.
I think the idea is that, in fact, you do. Not one-time cost, but rather TCO.
You still have a fairly large up front cost ($600k base in 2023ish numbers, probably over $1M now?), and an ongoing support subscription.
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It says "they've entirely derisked capital" and now ~6 months later they raised twice as much. Lying is a strong word but that post clearly wasn't accurate at the time. They've raised a lot of money and there will be pressure for an exit sooner rather than later.
I don't think that's necessarily true. You can be cashflow positive and still benefit from having a larger pool of cash to throw around, particularly in any situation involving hardware manufacturing. If you tell your investors "our limiting factor is how fast we can spend to deliver on additional requirements for these new customers", then it can both be true that you're not going to miss payroll for 5 years no matt…
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> 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.
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.
right hand: nearly every employee of every org buying these things is sending almost everything to LLMs - or using software ULTIMATELY written by, tested by or whatevered by, these LLMs. LLMs that were created by or distilled from anthropic, openai, or google, who see everything SALIENT about what you do, or what ALL of your customers do, even if they are careful about not looking at the specifics of what you do
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?
(when older words are good enough, why invent a new word. but I see that as a trend. each new generation wants to distinguish themselves from the past one. So they invent new words as one way of doing that. and some of them get adopted into general circulation or use.)
Unless the two words, fan and fanboy, mean the different things, which i'm not interested in checking out anyway.
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?
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...
Also interesting from their Series C press release from earlier this year:
> With this large Series C, we have entirely de-risked capital going forward, which in turn assures our independence.
I've seen posts about Oxide for years now, but do they actually ship hardware? I've never seen images, or posts about companies with their new Oxide Thingamajig™
as far as I can tell, yes? It seems like Jane street and lawrence national laboratory are two confirmed customers.
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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…