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Oxide is crossing the chasm (Changelog & Friends #106)

64 snips
Aug 15, 2025
Bryan Cantrill, CTO and co-founder of Oxide Computer Company, shares insights following their impressive $100M Series B funding. He reveals how Oxide is navigating the complexities of startup culture and venture capital while emphasizing equitable pay and employee autonomy. The discussion covers scaling infrastructure, the evolving role of AI in data centers, and the technical challenges in delivering innovative computing solutions. Cantrill’s humorous take on the startup experience adds a delightful touch to serious topics in tech.
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INSIGHT

Capital As Strategic Insurance

  • Oxide raised $100M intentionally to avoid running out of capital and to enable scaling operationally.
  • Bryan Cantrill frames VC funding as necessary fuel but warns about raising too much too early.
ADVICE

Courtship Beats Cold Pitches

  • Meet VCs early and build courtship over time so they trust how you will use capital.
  • Seek partners who de-risk big rounds and align with your growth needs.
INSIGHT

Funding Builds Customer Confidence

  • Big financing signals credibility to customers and can unlock trust for multi-rack purchases.
  • Oxide uses capitalization to convert pilot interest into large, committed orders.
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