Oxide Computer raises $445M (SEC Form D)

Post by tintor » Wed, Aug 05, 2026, 5:01 AM UTC

vivzkestrel wrote: post #120

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...

- 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

Post by dilyevsky » Wed, Aug 05, 2026, 5:07 AM UTC

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…

Post by pjmlp » Wed, Aug 05, 2026, 5:59 AM UTC

dasil003 wrote: post #122

vivzkestrel wrote: post #120

Earlier quoted context omitted.

- 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

Being the "Apple" of enterprise compute (ie. vertical hardware software integration), solving the layers of aggregrate cruft that every single player in the Linux space (including Facebook/Google and other hyperscalers to some degree) have to deal with for compatibility since no one company has enough leverage to clean up poor or outdated legacy decisions in the stack. This is just a bigger market than anything EdTec…

Post by jeffrallen » Wed, Aug 05, 2026, 6:05 AM UTC

huijzer wrote: post #119

Aurornis wrote: post #114

Earlier quoted context omitted.

> 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.

> You don't raise this much money this fast without having some success to show the investors. I’m pretty sure the dotcom bubble had many counterexamples

Post by dasil003 » Wed, Aug 05, 2026, 6:07 AM UTC

pjmlp wrote: post #125

dasil003 wrote: post #122

Earlier quoted context omitted.

Being the "Apple" of enterprise compute (ie. vertical hardware software integration), solving the layers of aggregrate cruft that every single player in the Linux space (including Facebook/Google and other hyperscalers to some degree) have to deal with for compatibility since no one company has enough leverage to clean up poor or outdated legacy decisions in the stack. This is just a bigger market than anything EdTec…

Apple is the survivor of vertical integration on consumer computing, the PC clones were the exception from everyone else in the market. Apple is now having that aura, only because they got really really lucky before the money collectors shown up at the door.