Earlier quoted context omitted.
I think it’s fair to assume the idea is for it to eventually be more cost effective than other solutions as they scale up.
I've never been under the impression that is the case. They are filling a niche no one else is for a small pool of fish with virtually endless pockets.
Oxide Computer raises $445M (SEC Form D)
181–190 of 203 posts
Re: Oxide Computer raises $445M (SEC Form D)
#182Earlier quoted context omitted.
They mean is that they are much harder to acquire. Their goal is to become an independent public company.
> "independent public company" But they are not independent though, they will be owned by Wall Street should they go public. Instead they remain in the private markets for a long time and sell secondary shares, just like what Stripe is doing. I hope they never go public for the reason that Wall Street would own them.
Re: Oxide Computer raises $445M (SEC Form D)
#183Earlier quoted context omitted.
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.
(Former Oxide) An in-house team is most likely competing with something like Dell or VMware, not really Oxide. A significant part of Oxide’s value proposition is that you’re buying hardware and software purpose built for each other. Unless you’re also going to go so far as to do all of that, which companies like Google do, of course, it’s not really the same thing. This matters when your various vendors start pointin…
Re: Oxide Computer raises $445M (SEC Form D)
#184Earlier quoted context omitted.
(Former Oxide) An in-house team is most likely competing with something like Dell or VMware, not really Oxide. A significant part of Oxide’s value proposition is that you’re buying hardware and software purpose built for each other. Unless you’re also going to go so far as to do all of that, which companies like Google do, of course, it’s not really the same thing. This matters when your various vendors start pointin…
The more I read responses on here, the more I realize how much marketing work oxide needs to do even for the HN segment, which is very bizarre to me. For me, Oxide is one of the most interesting things I've seen in the computing market in a long time.
Re: Oxide Computer raises $445M (SEC Form D)
#185Earlier quoted context omitted.
It is worth the exercise to honestly assess the maintenance, initial costs, ongoing costs, etc etc for owning your own. I did this at a company for a single server to let the ml group test fine tuning frameworks/throw crazy ideas at before spending real money on a training run and it paid for itself in like 3 months. Sometimes the math is overwhelmingly positive, sometimes it isn't. In general, the smaller/earlier yo…
It’s always a spreadsheet decision. Seems like people missed the end of what I wrote though. We run some bare metal but do not physically handle it. There’s many companies who will rent huge boxes with good connectivity in a data center. DataPacket is the best we have found for price and reliability. Physically racking only makes sense if you are huge or have special requirements.
Re: Oxide Computer raises $445M (SEC Form D)
#186Earlier quoted context omitted.
Putting together bits and pieces from different sources: a half-rack is the minimum SKU, and it has 1024 cores and 16 TiB RAM for somewhere around $600k. (So many people have repeated the latter number that it must be true! I.e., add salt grains to taste.) Just the thing for an ambitious enthusiast to upgrade to from their Raspberry Pi rack!
Is that an up-to-date quote? That's not a bad price for 16 TiB of RAM. Once you add the CPU cores and the storage, it's actually an amazing deal.
Tracing back through all the multitude of references to the $600k price, the earliest I found was from 2023, and it's completely unsourced: https://news.ycombinator.com/item?id=38498840
Re: Oxide Computer raises $445M (SEC Form D)
#187Woot!, 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...
- stupid question: how do you go about raising that kinda money consistently - 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
In the last round Bryan and Steve talked about being over-subscribed, especially from existing investors in prior rounds. That likely means those investors see exactly what I've described: a winner that's worthy of additional funding to pump their total return on investment.
Re: Oxide Computer raises $445M (SEC Form D)
#188Earlier quoted context omitted.
I've never been under the impression that is the case. They are filling a niche no one else is for a small pool of fish with virtually endless pockets.
That really doesn't sound like a good business though.
Re: Oxide Computer raises $445M (SEC Form D)
#189Earlier quoted context omitted.
That really doesn't sound like a good business though.
I can't even fathom this statement tbh, it doesn't make any sense. They are in the most profitable and protected niche there can be in the US.
Re: Oxide Computer raises $445M (SEC Form D)
#190Earlier quoted context omitted.
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…
I've dealt with both. I am continually amazed that people not only pay for AWS, but that it is so complicated, and that they use it in all sorts of absurd ways, not even just hosting 'vms' but using all sorts of amazon tools to do trivial tasks. I am sorry I just dont get it. Is it like learning salesforce and once you're sucked in you're just in? I am so glad I do not work at an AWS shop anymore and am very glad to…