111–120 of 203 posts
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This is an embarrassing response.
How so?
(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 spend 2-2.5M a year I wouldn’t consider us their product scale yet. My understanding is the full rack is about $1.2M and smallest half rack is about $600k and this was before the RAM and other price hikes now. You are still going to have some residual cloud workloads(so all AWS won’t migrate ) and HA and DR regions etc plus the maintenance and incidentals (power , connectivity ). I don’t expect anyone less than 5M…
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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…
Managing 100s of devices from a mix of vendors is possible becomes itself a massive ball of crap to stick all the pieces together.
Then add firmware management because now there is a plethora of firmware updates to worry about.
And then dealing with networking discovery & orchestration for such setups is an added horror few even try to visualize.
Then abstract all these differences away so one can provision two different vendor’s servers connected to two different vendor’s managed switches in different racks to a new VLAN. And do it with SR-IOV while you’re at it…
Oh, I forgot shared storage… details, details…
Commodity computing is the modern day Tower of Babel.
Yes, it can be done much simpler if one treats all switches as unmanaged, all storage as local, and all networking as flat. That’s just not acceptable for a lot of use cases though…
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...
I don’t know who needs to hear this but raising a ton of money is not success. 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.
You don't raise this much money this fast without having some success to show the investors.
Oxide raising this much money is a big accomplishment.
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as far as I can tell, yes? It seems like Jane street and lawrence national laboratory are two confirmed customers.
I couldn't find any evidence Jane Street is a customer, only that Jane street is an investor. Do you have a source for that?
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They work with HFT/quant firms. Look at some of their former engineers who are now at matX. Intel/Barefoot Tofino 2, VHDL/SystemVerilog, FPGA, QSFP28 (100GbE networking), P4 programming. Their buyers don’t have customer stories. They don’t sell to SaaS companies.
I also think they work with government customers. I saw an open job position on their website requiring TS/SCI security clearance and full scope polygraph.
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Right like learning AWS is significantly harder than buying a big server and maintaining it
I probably wouldn't start with buying a big server if I was just starting out. I would consider renting one from Hetzner, OVH, or many others. There are also many other alternatives. Example: VPS providers like Vultr which have expanded to offer more traditional "cloud" features like object storage, load balancers, managed DBs, etc. Their pricing is way more competitive than AWS, especially when you consider bandwidt…
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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…
There are also many shades of gray between "big cloud" AWS/Azure/GCP and "my own rack" bare metal hosting.
There’s a sort of arguable sweet spot where someone motivated and knowledgeable can manage their own hardware, even if it’s just rented from Hetzner etc. But that just doesn’t scale.
Once you do try to scale that - not just the hardware but the staffing that’s needed to avoid a bus factor of 1, to ensure the required uptime especially if it needs to be 24x7, to handle disaster recovery, failover, security and compliance issues etc. etc., you quickly run into all the reasons that infrastructure management services and other computing services - i.e., cloud - have won out so definitively.
If you’re small enough that none of those things matter very much to you, and knowledgeable enough to run your whole system yourself, and have the time and inclination to deal with it, go for it! But such people are outliers who are really indulging a hobby more than anything else. It generally makes extremely little business sense.
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I don’t know who needs to hear this but raising a ton of money is not success. 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 don’t know who needs to hear this but raising a ton of money is not success. You don't raise this much money this fast without having some success to show the investors. Oxide raising this much money is a big accomplishment.
I’m pretty sure the dotcom bubble had many counterexamples
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...
- like why wont you fund me a few million dollars to build my deep edtech startup
- like what guarantee does this guy give you which i cant