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Looking at Oxide, aren't hyperconverged computing solutions a product category? Looks like Oxide's yearly revenue is on the order of $15M/year with about $45M o
by vajrabum 3y ago
Looking at Oxide, aren't hyperconverged computing solutions a product category? Looks like Oxide's yearly revenue is on the order of $15M/year with about $45M of Series VC cash. So these folks might be smart but they've not shipped very much product yet. At scale (1-10K servers) I'm not sure why I would tell my CTO or CIO to buy from them instead of a larger, more established vendor?
Definitely agree that you can easily pay too much for cloud services and that the hyperscalers have every incentive to put as much margin in their pockets as they can get away with.
- steveklabnik 3y agoI wrote a bit about "hyperconverged" vs "hyperscale" and how we're the latter here https://news.ycombinator.com/item?id=30688865 https://news.ycombinator.com/item?id=30688865 > So these folks might be smart but they've not shipped very much product yet. We just started shipping late last year, announcing our first two customers then: https://oxide.computer/blog/the-cloud-computer https://oxide.computer/blog/the-cloud-computer So yes, still early :)
- roughly 3y agoI don’t know Oxide’s solutions personally, but the fact that the economics have always favored self-hosting and yet AWS is a gazillion dollar business suggests that while they may be building in a pre-existing product category, nobody’s actually gotten the product right yet.