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Oxide Computer raises $445M (SEC Form D)
- fishgoesblub 1mo agoI've seen posts about Oxide for years now, but do they actually ship hardware? I've never seen images, or posts about companies with their new Oxide Thingamajig™
- vsgherzi 1mo agoas far as I can tell, yes? It seems like Jane street and lawrence national laboratory are two confirmed customers.
- fishgoesblub 1mo agoWith those two names it makes more since that I haven't seen anything regarding their use. Not exactly Joe Schmoe LLC as customers.
- mihaelm 1mo agoJoe Schmoe LLC will probably do just fine by sticking to popular clouds. I reckon adopting Oxide Computer would pay off at much larger volumes of traffic, or if you have to do on-prem due to regulatory reasons. It would be nice to know more about pricing so the Enthusiast Joe can have a better idea, but it's more a boutique vibe right now.
- antonvs 1mo agoPutting together bits and pieces from different sources: a half-rack is the minimum SKU, and it has 1024 cores and 16 TiB RAM for somewhere around $600k. (So many people have repeated the latter number that it must be true! I.e., add salt grains to taste.) Just the thing for an ambitious enthusiast to upgrade to from their Raspberry Pi rack!
- zozbot234 1mo agoIs that an up-to-date quote? That's not a bad price for 16 TiB of RAM. Once you add the CPU cores and the storage, it's actually an amazing deal.
- antonvs 1mo agoVery good point. That number almost certainly doesn't take into account recent RAM price increases, etc. Tracing back through all the multitude of references to the $600k price, the earliest I found was from 2023, and it's completely unsourced: https://news.ycombinator.com/item?id=38498840 https://news.ycombinator.com/item?id=38498840
- diziet_sma 1mo agoI couldn't find any evidence Jane Street is a customer, only that Jane street is an investor. Do you have a source for that?
- kaladin-jasnah 1mo agoNot OP, but someone I met who worked for Jane Street said that he was pretty sure that Oxide sold to them and was their primary customer.
- kajaktum 1mo agoBryan gave a talk in Jane Street (you can find them in their Youtube channel). In there, he clearly was talking about a production issue that was happening to the Oxide rack from inside Jane Street. So yes, I am pretty they sold a rack to Jane Street.
- throw0101d 1mo agoThe CEO of Shopify tweeted about it at one point: * https://twitter.com/tobi/status/1793798092212367669 https://twitter.com/tobi/status/1793798092212367669
- ahl 1mo agoWe've shipped kind of a lot of hardware at this point!
- mycoliza 1mo agothere are even images of it on our website!
- esseph 1mo agoMost of their customers wouldn't be the type to let others know.
- NexRebular 1mo agoFurthermore, do they ship only to the US or can those racks be bought elsewhere too?
- ahl 1mo agoElsewhere! We’re completing compliance testing to deliver to Europe.
- mmmwonderasj 1mo ago[dead]
- bithavoc 1mo ago(VP of Eng here) I filled out their sales form last year and never heard from them. We're currently spending $900k/year on AWS, and they didn't even acknowledge my request. crazy stuff.
- ahl 1mo agoHit me up @oxidecomputer.com
- ProAm 1mo agoThis is an embarrassing response.
- SleekoNiko 1mo agoHow so?
- ProAm 1mo agoIgnoring a sales request for a company that wants to spend ~1M only to say pls reach out to me again after we had our second funding round in 2026? The OP literally could go back to their sales lead db and respond like a real business. So yeah unprofessional and embarrassing.
- mi_lk 1mo agoyou can't deny that comes off condescending for a _client_ looking for your business
- pyb 1mo agoBecause OP's email is in their bio, for one.
- ProAm 1mo agoHe asked the business for a sales rep through their sales portal a year ago. That is enough. Shouldnt have to complain a year later on a social media platform to get a response that says "hit me up".
- LennyWhiteJr 1mo agoI will implicitly trust anything Jessie Frazelle works on. Rare combination of taste, skill, and passion.
- sscarduzio 1mo agoyep, another fan here!
- deleted 1mo ago[deleted]
- Aurornis 1mo agoShe stepped down several years ago. She was still listed as an advisor in some capacity, but she moved on to a different startup.
- throw0101d 1mo agoFrom a 2024 interview: > In this episode, we sit down with Jessie Frazelle, CEO and co-founder of Zoo, a company working on innovative software and hardware technology. Jessie shares her fascinating journey, from getting her start at digital agencies to working at tech giants like Google and Microsoft and ultimately co-founding her own successful startup, Zoo. * https://www.youtube.com/watch?v=9MkDJMiB_8U https://www.youtube.com/watch?v=9MkDJMiB_8U > Zoo makes CAD truly AI-native with a modern geometry engine, readable code, and an editable feature tree at its core, enabling AI to make precise geometric changes without trapping users in a chat-only workflow. https://zoo.dev https://zoo.dev View our current openings: https://zoo.dev/careers https://zoo.dev/careers Check out our blog: https://zoo.dev/blog https://zoo.dev/blog * https://www.linkedin.com/company/zoodotdev/ https://www.linkedin.com/company/zoodotdev/ * https://zoo.dev https://zoo.dev
- MerrimanInd 1mo agoZoo really snatched defeat from the jaws of victory. They got so many things about CAD right (new kernel, solid UI, programmatic language with either graphical or text editing) then they went and did this extremely online-only/SaaS model where they're rendering and streaming the 3D from their cloud. And last time I checked your design files live on their cloud. That's just not an acceptable modality of software for complex hardware industries. I'm not going to launch a half-decade long engineering project on a subscription software where I rent access to my own design files and logic. You can't access CAD on a plane, in flaky WiFi, or at a remote test facility or site. Until they let me just buy and run their software on my team's computers it's a non-starter.
- bkolobara 1mo agoThey just raised $200M in February and $100M a year ago.
- shofetim 1mo agoWoot!, they are on a tear: 2023: Series A 44 Million https://oxide.computer/blog/oxide-unveils-the-worlds-first-commercial-cloud-computer https://oxide.computer/blog/oxide-unveils-the-worlds-first-c... 2025: Series B 100 Million https://oxide.computer/blog/our-100m-series-b https://oxide.computer/blog/our-100m-series-b 2026: Series C 200 Million https://oxide.computer/blog/our-200m-series-c https://oxide.computer/blog/our-200m-series-c 2026: Series D 445 Million https://www.sec.gov/Archives/edgar/data/1795071/000179507126000002/xslFormDX01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1795071/000179507126...
- reherhrh 1mo agolol why are you cheering?
- fuzztester 1mo agoshill. or fan, prolly. i don't use the more current word fanboy. ugh. (when older words are good enough, why invent a new word. but I see that as a trend. each new generation wants to distinguish themselves from the past one. So they invent new words as one way of doing that. and some of them get adopted into general circulation or use.) Unless the two words, fan and fanboy, mean the different things, which i'm not interested in checking out anyway.
- HtmlProgrammer 1mo agoperhaps they like their work
- kajaktum 1mo agoBecause they now have money to do cool stuff?
- tyre 1mo agoI don’t know who needs to hear this but raising a ton of money is not success. Also interesting from their Series C press release from earlier this year: > With this large Series C, we have entirely de-risked capital going forward, which in turn assures our independence.
- panick21_ 1mo agoPreempted the blog post. Man, they are just sucking up capital. If somebody like Antropic has made them the primary 'CPU' rack, then that's they kind of cash you need. I mean, you could probably get multiple GIGAbytes of RAM with 445M.
- brcmthrowaway 1mo agoThe real question is why did Steve Klabnik leave
- steveklabnik 1mo agoExactly what I said here: https://steveklabnik.com/writing/i-see-a-future-in-jj/ https://steveklabnik.com/writing/i-see-a-future-in-jj/ I am still a huge fan and supporter of Oxide, and I'm really glad to see them still doing well.
- JRandomHacker42 1mo agoWish I could have heard back about my job application there. It looks like a really exciting place to work.
- enricozb 1mo agoSame, especially given how long that app specifically takes.
- jjice 1mo agoJust like the last Oxide post, I just have to say how excited I am for their product as a concept. I really hope to see them continue to do well! Selfishly of course so I can make sure there are more episodes of Oxide and Friends for years to come. Adam annd Bryan's ability to reference thirty year old simpsons episodes is unmatched.
- doctorpangloss 1mo agoleft hand: governance gaps, privacy, owning instead of renting right hand: nearly every employee of every org buying these things is sending almost everything to LLMs - or using software ULTIMATELY written by, tested by or whatevered by, these LLMs. LLMs that were created by or distilled from anthropic, openai, or google, who see everything SALIENT about what you do, or what ALL of your customers do, even if they are careful about not looking at the specifics of what you do
- dramm 1mo agoSo with all the money raised, it's telling me there is a chance of a home-lab Oxide rack :-) (Congrats guys)
- purpleidea 1mo agoI've been following closely and have been both very impressed with what they're building but also very disappointed. They have a great vision for a seamless hardware project, but completely missed the point of what the software automation to tie it all together should look like. I'd love to give Bryan Cantrill or ahl a 30 min demo. Feel free to ping!