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Our $100M Series B

oxide.computer

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Re: Our $100M Series B

#61

Post by lumost »

shortrounddev2 wrote: post #38
NewUser76312 wrote: post #27

Earlier quoted context omitted.

Of course not, what's the purpose of asking such as silly question? Are you being snarky and suggesting that employees deserve the same upside that founders deserve?

Salary and equity have nothing to do with what you "deserve", only what you're able to negotiate.

For early/mid stage startups - this is an awful position to take. These orgs are heavily influenced by who they hire - what you pay defines your incentive structure.

Does the world class engineer or business development lead just take it easy and travel around after they join?

Does the new manager push the team and business forward or prioritize stability?

Do engineers spend their time on reactors and impressive sounding projects or figuring out what customers need?

Do people feel lucky to have a seat in the org or do they spend their time complaining and looking for the exits?

Money isn't the only lever, but its a strong one - startups will never compete with established firms on cash outlays.

Re: Our $100M Series B

#62

Post by simonw »

colesantiago wrote: post #36

Lots of praise not much skepticism, so what is the exit here? $100M is a lot of money investors want to see returned of the total amount raised of almost $200M? Remember Oxide is VC backed so there must be some strings attached here, is it an IPO or an acquisition for an exit or just staying private?

From the article:

"Our thesis is [...] and that a large, durable, public company could be built by whomever pulled it off."

So the goal is an IPO.

Re: Our $100M Series B

#63

Post by throw0101c »

Meta: Oxide has talked about the designs of their cooling [1][2][3], so I'm curious to know if they ever start offering GPUs how they'd handle that.

Folks seem to be moving toward liquid cooling[4] either to the rack/chassis[5] or even to the chip[6].

[1] https://oxide.computer/blog/how-oxide-cuts-data-center-power...

[2] https://www.youtube.com/watch?v=4vVXClXVuzE

[3] https://www.youtube.com/shorts/hTJYY_Y1H9Q

[4] https://blogs.nvidia.com/blog/blackwell-platform-water-effic...

[5] https://datacentremagazine.com/data-centres/top-10-liquid-co...

[6] https://zutacore.com

Re: Our $100M Series B

#64

Post by jvanderbot »

There is something so calming and pleasant about a well-structured thesis statement:

> Our thesis was that cloud computing was the future of all computing; that running on-premises would remain (or become!) strategically important for many; that the entire stack — hardware and software — needed to be rethought from first principles to serve this market; and that a large, durable, public company could be built by whomever pulled it off.

Very clear and logical, stating from their first principle world view what the result could be if they succeed.

Re: Our $100M Series B

#65

Post by devmor »

drdrek wrote: post #60

God why do startup sites suck so much? Why do I need ChatGPT to cut through the marketing speak to understand what they are actually selling? I literally spent 5 minutes in the site trying to understand before giving up and asking GPT... Cool 1999 aesthetics though

If you scroll past the marketing blurb, I think the rest of the main page explains in pretty clear and simple terms what their product is. What did you find confusing about it?

Re: Our $100M Series B

#66

Post by mlnj »

drdrek wrote: post #60

God why do startup sites suck so much? Why do I need ChatGPT to cut through the marketing speak to understand what they are actually selling? I literally spent 5 minutes in the site trying to understand before giving up and asking GPT... Cool 1999 aesthetics though

Reading the first 20 lines of text that they have broken down in to:

Company Name Single line Headline

Problem Our Solution

Gives you the entire company premise and product description.

Re: Our $100M Series B

#67

Post by jvanderbot »

throw0101c wrote: post #63

Meta: Oxide has talked about the designs of their cooling [1][2][3], so I'm curious to know if they ever start offering GPUs how they'd handle that. Folks seem to be moving toward liquid cooling[4] either to the rack/chassis[5] or even to the chip[6]. [1] https://oxide.computer/blog/how-oxide-cuts-data-center-power... [2] https://www.youtube.com/watch?v=4vVXClXVuzE [3] https://www.youtube.com/shorts/hTJYY_Y1H9Q [4] h…

Oxide's blogs talk about cooling _a lot_, apparently their stack runs very cool b/c they've reorganized the whole thing around efficiency, and written all the firmware to support that goal.

Re: Our $100M Series B

#68

Post by ipdashc »

dijit wrote: post #24
nahimn wrote: post #4

Rooting for this team -- just wish i could afford one of these racks... =)

Same. I think it brings an interesting point actually. "Who will buy these", the obvious answer is anyone with a need, but the "standard pizzabox" server is ubiquitous for the same reason that x86 and miniPC's outcompeted mainframes. ((controversial take warning)) Mainframes are objectively better at high uptime and high throughput than rube-golderging a bunch of semi-reliable x86 boxes together, yet, the ubiquity of…

A great point regarding mainframes, but isn't it somewhat irrelevant given that Oxide's computer is x86 and mainly (...only?) intended as a VM host? And I assume most people are running things in VMs nowadays, so you can "just" migrate over images to the new system (I know it's not that simple, but it's also not quite as complicated as, I imagine, porting something from a bunch of bare-metal x86 boxen to a mainframe).

Also, I'm given the impression that Oxide prioritizes user experience - their website shows off a clean UI and they presumably have modern, easy-to-use APIs. Mainframes, in contrast, seem like a whole different world - if I convinced my company to move to a mainframe, who would even operate it? I know modern mainframes are closer to "normal" servers than their old reputation, but still, I'd imagine it's pretty esoteric stuff, and IBM is famous for not being the cheapest to work with.

I do find it pretty funny that their business model seems to be reinventing mainframes, but I feel like there are important distinctions too. Hopefully they do well (I'd also love to have access to this stuff, but yeah, same "needs that are at most 3 servers" deal).

Re: Our $100M Series B

#69

Post by qualeed »

drdrek wrote: post #60

God why do startup sites suck so much? Why do I need ChatGPT to cut through the marketing speak to understand what they are actually selling? I literally spent 5 minutes in the site trying to understand before giving up and asking GPT... Cool 1999 aesthetics though

They explain what they do pretty much immediately on the home page, I'm not too sure where the confusion comes from.
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