The Cloud You Own https://xitter.cf/t.co/8y99CZB0zl
Emeryville, CA
Joined August 2019
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Announcing general availability of the world's first commercial cloud computer oxide.computer/blog/the-clou…
Oxide Computer Company retweeted
We have talked about our Root of Trust (RoT) -- but how do we prevent a bad actor from spoofing Oxide and loading malicious software? This poses a thorny problem: the creation and custody of an important secret that plays a critical role in the manufacturing process -- one that we needed to solve before we could ship the first rack!
Today, @ahl and I are going to be joined by Oxide engineers to explore the unseen anchorage for our root of trust -- and to pay respects for the dot matrix printers that gave their short lives in the process. Join us, 5p Pacific today!
discord.gg/QrcKGTTPrF?event=…
Oxide Computer Company retweeted
Does Amazon not have an equivalent of rfd.shared.oxide.computer/rf…?
Oxide Computer Company retweeted
l is a k/q runtime successor
w/ compatibility to q but better modern machine sympathy
(SIMD, compression, …)
🔥 on @oxidecomputer
kudos @loveless_jacob et al
ad astra
We're joining forces with L Labs to break records and bring the new open source L tick database to disrupt the market data workload space 🚀
The L team will present the results at the NY STAC Summit this Wednesday Oct 21 in a talk titled: "All L broke loose".
Key highlights:
- Highest storage efficiency Highest storage efficiency of any published STAC-M3 Antuco result: 364%
- Outperformed all publicly disclosed results In 16 of 17 Shasta mean-response time benchmarks
- Faster than 14 of 17 Antuco benchmarks vs the most recent NVMe-flash based submission
- Fastest NBBO Fastest Antuco mean-response NBBO among SUTs using the q language
oxide.computer/blog/oxide-co…
We're joining forces with L Labs to break records and bring the new open source L tick database to disrupt the market data workload space 🚀
The L team will present the results at the NY STAC Summit this Wednesday Oct 21 in a talk titled: "All L broke loose".
Key highlights:
- Highest storage efficiency Highest storage efficiency of any published STAC-M3 Antuco result: 364%
- Outperformed all publicly disclosed results In 16 of 17 Shasta mean-response time benchmarks
- Faster than 14 of 17 Antuco benchmarks vs the most recent NVMe-flash based submission
- Fastest NBBO Fastest Antuco mean-response NBBO among SUTs using the q language
oxide.computer/blog/oxide-co…
Oxide Computer Company retweeted
Definitely an advantage to have supply in a great shortage @oxidecomputer
Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and says that shortage makes this fundamentally different from the dot-com bubble
“This shortage is so bad. You know, I was speaking with Andy Jassy, who runs Amazon, yesterday. And I said, yeah, like, we’re out of everything, you know, till 2028. He’s like, oh, it’s beyond 2028. Like, I don’t think we get stuff back, like, end of 2028, maybe. So everything else is sold out.”
“So he has the advantage of that, he’s got supply in a great shortage, which is extremely different than the internet bubble. The internet bubble, we didn’t have enough demand, because we had to build the internet, people had to get broadband, you know, you needed all this stuff people had to buy, you know, originally, they had to get their browser at price, all this kind of thing.”
“There weren’t enough consumers on the internet to absorb all the bandwidth that had gotten built out. And they had a massive amount of debt, not unlike we’re building today, although not as big. But the lack of demand killed it. We don’t really have a lack of demand in AI. So I think the dynamics will be different.”
“I do think, like, for sure, if you get into a pathological debt situation, that can wreck anybody. It’s why, by the way, we’re not invested in any of these neo-clouds either, for that reason.”
Oxide and Friends: “Working on Wicked Problems” is now live! Listen to the full episode wherever you stream your podcasts:
buff.ly/bnottFW
Oxide Computer Company retweeted
Oxide co-founder @bcantrill believes every VC wants to be contrarian, but most get cold feet when an actual contrarian bet is staring them in the face.
"Everybody loves contrarian. But no one actually wants a zero."
Check out Oxide Co-Founder and CTO @bcantrill on @tbpn today discussing our Series D raise & what's next for us
Happy Thursday. On today's show:
- @ReedAlbergotti (Semafor)
- @bcantrill (Oxide)
- @daniel_kimminau (Advanced Space Company)
See you on the stream.
Oxide Computer Company retweeted
Happy Thursday. On today's show:
- @ReedAlbergotti (Semafor)
- @bcantrill (Oxide)
- @daniel_kimminau (Advanced Space Company)
See you on the stream.
SELL EVERYTHING (Including Your Dollars), PPI God Candle, Lee Jae Myung Says "We Must Live", Interpretability Breakthrough, Pro Rata Debate xitter.cf/i/broadcasts/1yKAPwVrL…
Oxide Computer Company retweeted
As a member of the Product Assurance team at @oxidecomputer, I want to run a LOT of Oxide environments; the more rack-like, the better. Check out my blog on Voxel + sp-emu (Cortex M7+M33 emulation), both open source. oxide.computer/blog/voxel-la…
Oxide Computer Company retweeted
Okay, yes -- we did it for the pod. @sdtuck will join @ahl and me today at 5p Pacific to talk our Series D!
discord.gg/PeXZW5uPT?event=1…
Our $445M Series D -- and a wild milestone
oxide.computer/blog/our-445m…
Oxide Computer Company retweeted
We first backed @oxidecomputer at the seed stage in 2019, and today we're proud to lead its $445M Series D.
What started as a bold vision is now a profitable business with demand outpacing supply.
This is what building from idea to industrial scale looks like.
More from Eclipse Partner @SethWinterroth: bit.ly/4hReUWa
Oxide Computer Company retweeted
Hey @sdtuck @bcantrill check this out 👀
In all seriousness @oxidecomputer is a cool experiment where marketing (and everyone else) is paid the same as the CEO
Also, we’re hiring for some great roles
oxide.computer/careers
Oxide Computer Company retweeted
When Oxide was an early idea, I wound up in several conversations with investors about it. The bet was always a good one: that what enterprises will want is to own the compute layer, and that great software married to great hardware unlocks it.
It's the kind of bet that venture capital is made for. If they're right, Oxide can win in a huge market that's grown fat and happy, and provides systems everyone hates to work with - it can be a huge company. If they're wrong, well - it goes to zero and burns a lot of capital as it goes down.
Not every investor could see it - sometimes because they didn't like the bet, sometimes because it didn't fit their own investment thesis, sometimes because the idea of building real world things was too much. But Bryan and Steve could see it, and they found the folks who could, and the proof is here: a profitable new enterprise hardware company, growing its own at-scale manufacturing.
It makes me proud of my friends who built it, and it's the kind of success that makes me glad I choose to make a career building venture backed startups. Sometimes the good ones win!
Our $445M Series D -- and a wild milestone
oxide.computer/blog/our-445m…
❌ Let's build our own cloud
✅ Let's buy our own cloud
Not rent, not lease, not something you can't inspect or understand. Comes out of the crate ready to deploy w/ Terraform, Packer, K8s, etc in a couple hours.
Oxide Computer Company retweeted
So, @adamhjk is spot-on here -- and to a degree that was honestly surprising. Aren't all startups either fundmakers or zeroes? As it turns out, no -- or at least not to the degree that we were...
It took us a while to see the pattern, but because of this starkly bifurcated potential outcome, we were REALLY divisive within partnerships: over and over again, we had partnerships tell us that their normally genteel firm had nearly come to blows over Oxide. (Always when they passed, BTW!) The level of discord was surprising: there were partners who quit their firms over Oxide (more than one!) -- and there was one who LEFT VENTURE after their firm passed on Oxide (!!).
Of course, it wasn't over Oxide per se, but rather over the disagreement about us, as it highlighted a deep fracture in the firm -- one that went to the heart of what venture capital MEANS. For us, for our advocates, and for the partners that championed us within their firms, we were the epitome of what VC should be -- and when their partnership passed, it caused them to question their own career trajectory.
Which of course made it that much more satisfying when we discovered firms like @EclipseVentures: they saw what we saw -- and were unafraid.
So to the ones who invested, thank you for being believers; it is obviously thrilling for us to make good on your belief in us. And to the ones that lost the fight over Oxide within their partnerships: we see you, and we know that you believed in us too -- and hope that your career since has been blessed with colleagues who share your boldness!
When Oxide was an early idea, I wound up in several conversations with investors about it. The bet was always a good one: that what enterprises will want is to own the compute layer, and that great software married to great hardware unlocks it.
It's the kind of bet that venture capital is made for. If they're right, Oxide can win in a huge market that's grown fat and happy, and provides systems everyone hates to work with - it can be a huge company. If they're wrong, well - it goes to zero and burns a lot of capital as it goes down.
Not every investor could see it - sometimes because they didn't like the bet, sometimes because it didn't fit their own investment thesis, sometimes because the idea of building real world things was too much. But Bryan and Steve could see it, and they found the folks who could, and the proof is here: a profitable new enterprise hardware company, growing its own at-scale manufacturing.
It makes me proud of my friends who built it, and it's the kind of success that makes me glad I choose to make a career building venture backed startups. Sometimes the good ones win!
Oxide Computer Company retweeted
This is the moment @OxideComputer was built for.
Seven years ago, Eclipse backed a vision from @sdtuck and @bcantrill most thought was suicide.
Today, AI is driving unprecedented compute demand, and enterprises are rethinking what they own vs. rent.
They nailed it.
Oxide's growth has been unlike anything I have ever seen.
Watching this team achieve the seemingly impossible, time and again, across engineering, supply chain, sales, finance, and beyond while scaling at an unprecedented pace has been one of the great privileges of my career.
@EclipseVentures is proud to lead Oxide's $445M Series D
Today we're announcing our $445M Series D and announcing that we've reached profitability.
Thanks to @EclipseVentures for leading the round, with participation from existing investors @USITfund, @JaneStreetGroup, Riot Ventures, @intelcapital, @friendsfamcap, and @counterpartvc.
We're in it together for the long haul and share the conviction that the ability to own your cloud compute on-premises (inclusive of innovative hardware and software) is critical and growing in demand.
Thank you to all of our investors, partners, fans, podcast listeners, employees, and especially our customers for making today's milestones possible.
buff.ly/S7JCR1y