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Oxide raises $200M Series C

oxide.computer

211–220 of 355 posts

Re: Oxide raises $200M Series C

#211

Earlier quoted context omitted.

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

For those of us who are unaware of "the value proposition" of an "IBM AS/400," could someone spell it out for us?

High capacity, super reliable box that you could run your entire business stack on, if you could afford it.

Re: Oxide raises $200M Series C

#212
post #57

Earlier quoted context omitted.

They’re players in a newish market segment called “hyperconverged,” basically “you buy a rack and it runs your workload, you don’t worry about individual systems/interconnect/networking etc because we handled it.” Oxide seem to be the best and most thorough in their space because they have chosen to own the stack from the firmware upwards. For someone who cares in that dimension they are a clear leader already on tha…

Microsoft and Nutanix have had a hyperconverged architecture for over a decade. Oxide is mostly an alternative to Nutanix or other soup-to-nuts private clouds. Oxide is a really nice platform. I keep trying to manipulate things at work to justify the buy in (I really want to play wiht their stuff), but they aren't going for it.

Afaik nutanix doesn't sell a custom rack, running custom firmware, preloaded with their software though.

Re: Oxide raises $200M Series C

#213
post #2

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

I'm interested, tell me more. What about Oxide attracts a homelab user?

Many homelab users are actually building things out in an effort to learn tooling that they will then use at work. Or just out of intellectual interest.

Re: Oxide raises $200M Series C

#214
I get the whole x CPUs y RAM story (it's akin to how clouds sell) and that often makes sense in the cloud, but when managing my datacenter operations a big constraining point is compute / kW. At 30 A / 208 V at 85% efficiency I've got 5 kW to work with per cabinet. If I'm putting in low core density slow machines I've got to do a lot more management than if I'm using my Epyc 9755 based servers. This is a practical constraint not just a theoretical "oh I want the latest and greatest". It's just that I can't really justify using up 4U and a kW on an Epyc 7003 series. The compute density just isn't there for the power use. The old chips are practically deadweight.

Anyway, I'm glad to hear of the raise because the team seems exceptional (judging by the posts you guys write and they have written prior to the company) and I love work in this area that simplifies hardware management. Good stuff, good luck, and congratulations!

Re: Oxide raises $200M Series C

#216

Earlier quoted context omitted.

Okay, but if my resume is a concern let's talk about in the first interview. I can't exactly rest and vest for 2 years when the company is running out of money. I had the bad luck of this happening 3 times in a row. Company A got their funding pulled and shut down. Company B, where I was actually at for about a year and a half, switched owners and shutdown my entire office. Company C merged into it's main competitor…

After my dates of employment I will parethetically add (bankrupt) or (shutdown) to indicate that it wasn't related to me personally. My best job was 18 months.

Yeah I had a manager grill me like crazy about short stints on my resume while I was interviewing for DigitalOcean. He told me it looked like I wasn't dedicated or trustworthy.

He wasn't my manager so I brushed over it and 6 months into working at DO they started 3 rounds of enormous layoffs that were handled so poorly even the executives doing the layoffs got removed by the board.

So I left and got to add another short stint at a company run by craven morons to my resume :)

Re: Oxide raises $200M Series C

#217
post #204

It's been six years and they still won't say "it's Nutanix but better". Is it not better? Does the "we akshually don't have competitors" approach work with customers?

I don't think we'd ever go with the "we don't have competitors" line, it's not serious. The competition is more AWS, GCP, and Azure than it is Nutnaix though, they can't provide a similar experience or economic value when they don't make or control their own hardware. That doesn't mean we never see Nutnaix, but it's not the most apt comparison. As Alan Kay famously said, "People who are really serious about software should make their own hardware" - otherwise you'll be stuck at the intersection of support and scaling pains long term.

Re: Oxide raises $200M Series C

#218
post #214

I get the whole x CPUs y RAM story (it's akin to how clouds sell) and that often makes sense in the cloud, but when managing my datacenter operations a big constraining point is compute / kW. At 30 A / 208 V at 85% efficiency I've got 5 kW to work with per cabinet. If I'm putting in low core density slow machines I've got to do a lot more management than if I'm using my Epyc 9755 based servers. This is a practical co…

> 5 kW to work with per cabinet

have my expectations been shot by reading too much about Nvidia's latest and greatest, or does this seem quite low?

Re: Oxide raises $200M Series C

#219
post #134

Earlier quoted context omitted.

I actually did apply, The mere application takes hours upon hours, and for what a generic rejection email. This isn't the worst though, I recently went through an interview with another startup company, and after six interviews and a take-home project I found myself getting the same generic rejection. The CEO went out of his way to tell me he didn't like my resume since I've had to hop around a little bit to stay emp…

If you went through multiple rounds it likely means they were seriously considering you but ultimately they didn’t get to a yes. If it’s any comfort that means you did pretty well. The short stints on a resume is likely not the only reason you didn’t get to 100%, but unfortunately you should know that it’s seen as a pretty bad signal. The general expectation is 2 years minimum at a gig. If you have multiple short non…

Excessive amounts of interviews is more likely they were not enthusiastic about him but didnt have anybody else better and were stringing him along until they found somebody else.

Re: Oxide raises $200M Series C

#220

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?

Not sure this is necessarily for faster growth. Riding out the AI bubble's rise and/or its bursting will each present a lot of need for capital and a lot of barriers to raising it. They're not an AI company but they obviously have tons of exposure across the stack to these markets. They may simply be making the call that this is a better time to be raising money than the years to come.
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