Oxide continues to be one of the most inspiring companies in the space, I was just encouraging someone to apply there yesterday. :)

Oxide are so good at comms.

I used to think that Oxide's business model sucks in the face of the hyperscalers. When AWS/GCP/Azure "just works" and is generally reliable and cheap, why would I go through the trouble of buying my own computers? Well the past 5 years have been a constant decline towards more concentration of power, lack of care for their customers, and degradation in quality in general. AI is of course accelerating this decline - selling de-slopped products is now a huge competitive advantage. All the best luck to Oxide.

Is something else going on here, are they locking in orders from AMD and other suppliers beyond their current order backlog?

Maybe I'm just tired!

a few days ago I migrated a non-trivial firestore app to sqlite

10x less latency (10x requests / second)

migration took a few minutes (+ 2 days of prep)

just a few months ago that would have been infeasible or at least nerve wracking

Hoping they hire for a position in my area of expertise some day!

I'm still sad On the Metal is gone, while Oxide and Friends is good, its not quite the same as On the Metal.

Honestly, they have now raised enough money they should have the money to bring back On the Metal. Having one podcast isn't enough for a podcast company that has raised so much money.

Congrats to everybody.

Well, yes, it is: most startups don’t pay income tax because most startups aren’t profitable! Indeed, startups seek investment because they have costs long before they have revenue, let alone gross profit — let alone income. This is by design: profitability is a lagging indicator of product/market fit (the adventure in venture capital is investing long before the business has materialized!).

Venture Capital is one of the greatest engines of growth, and fitting for the vast majority of early stage tech companies, it is interesting to see how changes in business economics may result in niche, differing capital structures. Eg. Companies which sell RL envs have vastly different economics than a food delivery app.

- Series C in Feb 2026 $200M

- Series D now $445M

I expect the next round soon :)

Says a lot about the state of affairs in California

Wake me up please