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Oxide raises $200M Series C

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Re: Oxide raises $200M Series C

#101

Post by FuriouslyAdrift »

zozbot234 wrote: post #63
mrweasel wrote: post #48

Earlier quoted context omitted.

While I haven't looking into it all that deeply, I'd say it's a replacement for vSphere and cobbled together hardware and networking, all with a centralized management interface/API. Traditional hosting still, to some extend, struggle to provide the API, on demand, drive requirements for modern developers, who expect to be able stand up a bunch of virtual machines in a minute or so, especially if you also want a new…

> Traditional hosting still, to some extend, struggle to provide the API, on demand, drive requirements for modern developers, who expect to be able stand up a bunch of virtual machines in a minute or so, especially if you also want a new private network, maybe some IPs and storage pools. If you don't like vSphere (who does?) you can do all that in Proxmox.

Proxmox isn't quite there yet for scalibility and hyperconverged but it is getting there really fast. It's more of a competitor to Microsoft HyperV HCI.

Re: Oxide raises $200M Series C

#102

Post by IshKebab »

bsaul wrote: post #79
akshitgaur2005 wrote: post #3

I just came to know about Oxide the other day, and god damn if it is not a dream workplace! High salary, flat structure, a large open-source presence, and maybe much more! Their blogs are really good too. I am an undergraduate right now and looking at the people working there, it doesn't seem likely they would hire a fresh grad, I think I have found the yardstick I am going to measure myself by going forward, "Am I s…

After a recent experience with flat structures, i tend to be really suspicious. My experience was a total mess of organization, with slack bipping all the time, and nobody "in charge" of maintaining common sense in the architecture, with a long term vision. Total chaos.

Yeah there's a famous essay "The tyranny of structurelessness" or something like that. The TL;DR is that there is always a power hierarchy. If there isn't a formal one that just means there's an informal one which is usually much worse.

Re: Oxide raises $200M Series C

#103

Post by colesantiago »

neom wrote: post #83
colesantiago wrote: post #66

Earlier quoted context omitted.

I don't see Hetzner getting into bed with VCs and raising $100M or $200M? How long until Oxide needs $2BN, $4BN or $8BN from VCs, further getting owned by them?

K, well I was on the first/founding team of digitalocean and owned strategy there from zero to just before IPO, we took a bunch of venture, heck if you'd seen our covenants in our lease lines, they made our venture debt look like kittens, yet we IPO'd, and I don't think very many in the digitalocean story are particularly unhappy? VCs do not try to "own companies" they try to exit businesses at a gain.

> VCs do not try to "own companies" they try to exit businesses at a gain.

They do both as they need many multiples to return the fund.

And it also sounds very predatory to me and not aligning with any startup's mission other than for the VCs to pressure Oxide to get acquired for over $20BN+ or go to the public markets.

Not even Hetzner did this. DigitalOcean could have followed Hetzner, but I guess VC money is very attractive and now DigitalOcean is now the slave of Wall St.

Going into deals with VCs and IPO'ing to Wall St. always leads to enshittification.

Re: Oxide raises $200M Series C

#104

Post by FuriouslyAdrift »

zozbot234 wrote: post #55
jnsaff2 wrote: post #34

Earlier quoted context omitted.

There is a gold-rush going on. It needs plenty of compute besides GPU's, this is definitely the time to scale as quickly as possible.

I don't think any Oxide racks come with GPU's at present, and the power density of modern GPU-centric AI compute is on a rather unprecedented level. Oxide racks are very well cooled but are no match for the racks in an AI datacenter that's literally burning a full gigawatt of power.

Yeah, they're not going to go up against the nVidia NVL72, NVL144 or AMDs UAL systems

https://www.nvidia.com/en-us/data-center/gb200-nvl72/ https://www.amd.com/en/blogs/2025/amd-delivering-open-rack-s...

Re: Oxide raises $200M Series C

#105

Post by muvlon »

jjice wrote: post #25
shimman wrote: post #7

Oxide is the only company where I check the careers page hoping that they have a position which I can apply to. Happy to see their success. Especially so if you've been following their journey through their podcasts (easily the best tech podcast out there if you care about your craft; no filler, all killer).

Oxide and Friends is the only computing podcast I listen to anymore. It's a bunch of fun and they have insights I actually value. The original On The Metal podcast they did is incredible too. The interviews they had with computing legends are just fantastic.

I used to enjoy it much more before it became just another podcast extoiling the virtues of AI-assisted coding. I have too many of those already.

Re: Oxide raises $200M Series C

#106

Post by Tuna-Fish »

sylvinus wrote: post #26

Love Oxide and what they're building, but I'm not sure raising even more VC money is the way to build a generational company. Quite the opposite? With money you don't need, you're trading faster growth for more dependencies on third parties that will seek a ROI eventually?

If they didn't buy all the RAM they needed for their near future before the prices spiked, they probably need most of the $200M just for that.

Re: Oxide raises $200M Series C

#107

Post by embedding-shape »

9dev wrote: post #92
embedding-shape wrote: post #37

Earlier quoted context omitted.

Yeah, a small-scale rack for home would be great to replace the beowulf cluster me and others are still stuck with. I'd probably pay a premium for it, given what I can tell from their product material.

Prices start around 800k last time I heard, I don't know if that fits within what you consider a premium or not :-)

Hah, that might be slightly above what I'm ready to pay for a at-home server yes :) But given the right specifications and software integration, I'd probably be ready to pony up up to somewhere around 10K for a complete solution if it could replace all my existing hardware, even if it was more expensive than other options with worse tradeoffs.

Re: Oxide raises $200M Series C

#108

Post by zozbot234 »

ryukoposting wrote: post #100
gclawes wrote: post #2

If I could use the Oxide stack in a homelab form factor, I would be so happy...

I was thinking this, too. Here's an even crazier thought: don't even make it rack mount. Make it NUC-sized. Two PB&Js stacked on top of each other, that's the form factor. EC2 except it lives under the couch.

Their engineered power and cooling solutions are all for rack-scaled hardware, doing a NUC wouldn't make sense. Now a silent and efficiently cooled studio-sized rack with enough hardware (including AMD GPUs) for reasonably quick AI inference with the latest local models, that's something that they could do and be quite popular.

Re: Oxide raises $200M Series C

#109

Post by specialist »

msh wrote: post #52
wasmainiac wrote: post #6

Could someone explains to me what the secret is here? Apart from the fancy marketing, is it the full integration? The hardware? It took me a while to find an actual picture of one of the modules.

Turn key well designed onprem private cloud.

Yes and:

IIRC, Bryan Cantrill has compared the value proposition of an Oxide (rack?) to an IBM AS/400.

Re: Oxide raises $200M Series C

#110

Post by colesantiago »

neom wrote: post #73
colesantiago wrote: post #47

I'm confused and saddened on why Oxide has to keep raising money (in substitute for growth) and keep entrenching their business with VCs and letting them control business and ownership. > "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." From this of course the VCs will back and support Oxide (they are…

How could a massively capex business like Oxide scale in the same manner that Valve did based on the current market movement of the industry that Oxide is addressing? I personally cannot see how that is at all possible. The cash required to back downstream capital in a business like this as it scales without it falling flat is surly well in excess of $6/700MM, if they manage to get by with with only selling 300/400 m…

Unfortunately since they already took VC money they have to keep doing it and each time they do it they do it the VCs would own more and more and would control the business.

I predict in less than 10 years Oxide exits by way of being acquired or an IPO. The enshittification would have already begun by then.

> You seem very sure of yourself in how business works! I'm curious now, how did you create your $100MM++ revenue hardware business? I'd love to learn from you. [deleted]

You don't need to create a $100MM++ revenue hardware business to know how this ends when you get into bed too many times with VCs.

We already know it is a huge capex spend (which is why they keep going to VCs) the question is, how many times does Oxide need to go back to VCs to keep raising (even though they said they didn't need to raise?)

I hope they become immensely profitable enough to buy out the VCs stakes and get control back and become independent.

But I am doubtful that Oxide will do that if they keep raising and they will just be sold down the river in less than 10 years.

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