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This is too startup-y and niche and too small to attract enough companies on the market.

Best case this gets acquired by HP,IBM or Dell and will die out because talent will leave.

I know a 4bn/y revenue company that could greatly benefit from this but they will never even consider buying from a company like this.




> This is too startup-y and niche and too small to attract enough companies on the market.

From their press release:

> Oxide customers include the Idaho National Laboratory as well as a global financial services organization. Additional installments at Fortune 1000 enterprises will be completed in the coming months.

* https://www.bloomberg.com/press-releases/2023-10-26/oxide-un...

From an interview:

> And what was the reaction of lucky rack customer #1? “I think it’s fair to say that the customer has appreciated the transformationally different (and exponentially faster!) process of going from new rack to provisioned VMs.”

> The same day Cantrill appeared as a guest on the Software Engineering Daily podcast.[1] (“The crate, by the way? Its own engineering marvel! Because to ship a rack with the sleds, it’s been a huge amount of work from a huge number of folks…”) Cantrill wouldn’t identify the customer but said that “Fortunately when you solve a hard problem like this and you really broadcast that you intend to solve it… Customers present themselves and say, ‘Hey, we’ve been looking for — thank God someone is finally solving this problem’.”

* https://thenewstack.io/in-pursuit-of-a-superior-server-oxide...

Niches can be profitable. Not every company has to be "web scale".

> I know a 4bn/y revenue company that could greatly benefit from this but they will never even consider buying from a company like this.

What does "like this" mean? Small? Every company starts out that way.

I think its cool that someone is trying to do startup hardware things, as in recent years it seems like its mostly software. I don't a use for the product in my area of IT, but I wish them luck.


How can you be so sure? I'm sure GP did a ton of market research before making that comment. This company is probably doomed.


The value proposition might be worth the downside risk




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