Comment by XorNot
2 months ago
Which only matters to consumers. Businesses at scale have teams doing this stuff and costs matter.
I've written on this before but Oxide are sitting in very narrow market segment in terms of value and I can't see how it's viable.
If large corps see the value and build whole data-centers with oxide racks, a few large costumers alone can be huge.
I suspect part of this raise has to with Antropic using Oxide at pretty large scale.
If its really true that things will move from public cloud to private in large scale, its not narrow at all.
And they have a pretty clear fitting product range they can expand into.
The market is anyone who wants a private cloud but isn’t as big as an Amazon or Google who could build it themselves. Seems like a big enough TAM.
> I've written on this before but Oxide are sitting in very narrow market segment in terms of value and I can't see how it's viable.
You may not have heard, but the US government just prints money.
Banks make a lot of it, too.
... and Anthropic for instance.