The Changelog: Software Development, Open Source - Bringing the cloud on prem (Friends)

Episode Date: July 21, 2023

Adam was out when Bryan made his podcast debut here on The Changelog, so we had to get him back on the show along with his co-founder and CEO Steve Tuck to discuss Silicon Valley (the TV show), all th...ings Oxide, homelab possibilities, bringing the power of the cloud on prem, and more.

Transcript
Discussion (0)
Starting point is 00:00:00 Yes, this is ChangeLoginFriends, a weekly talk show about Silicon Valley and bringing the power of the cloud on-prem. Thank you to our partners for helping us ship awesome pods pretty much daily. Shout out to Fastly, Fly, and TypeSense. Okay, let's talk. Okay, so this is our talk show. We accidentally, I think we ganked your guys' name. I didn't realize. I think you guys inspired us. This is called Change Logging Friends. This is just our talk show, Brian. So youanked your guys' name. I didn't realize. I think you guys inspired us.
Starting point is 00:00:46 This is called Change Logging Friends. This is just our talk show, Brian. So you were on our interview. Okay, you guys know that. You were on our interview show. We thought we came up with a name. Then we went back to your website. It's like, wait a second.
Starting point is 00:00:54 They already have a podcast called this. So we ganked it. We switched the and to an ampersand. So, you know, we made it our own. You used an ampersand. Oh, crap. Sorry. Not on your website website you don't so
Starting point is 00:01:05 we're not called oxide so there you go that's true yeah and you're called oxide yeah that's the uh yeah it's all good anyways point being is this will be a lot looser than even our last conversation brian that's my point yeah it's gonna feel less interviewee if that's our last conversation yeah yeah our last conversation super rigid because we were having arguments over which Silicon Valley character I was. If you can believe it, that was rigid for us. Fair.
Starting point is 00:01:33 Fair. My kids gave me grief for that. It's like, I can't believe like dad, you know, which Silicon Valley character you are. You're gwart. I'm like,
Starting point is 00:01:39 go to your room. Really? Dang. That's a burn. It is a burn. Well, a fun backstory on that. Adam wasn't there for the show. Adam is actually the Silicon Valley aficionado amongst us. It was me and Gerhard.
Starting point is 00:01:51 It's true. And I was going to just not bring it up. That was my plan. And I should have. That's a good plan. And Gerhard brought it out. And then Brian, also a big fan. So you started launching in and I'm sitting there like, oh no, me and Gerhard don't even know the show very well brian's an expert you guys are like let's go fishing i'm like that's great let's go deep sea fishing you're like why are we on a boat we're leaving the bay i'm like oh we're going deep sea fishing right now you're like i did not yeah you guys were not ready to go it was awful it was terrible in fact i think we had a cut a few minutes because you just chided us you're like come on guys and we couldn't look that bad i I was like, well, if you're going to ask the question, be ready to roll.
Starting point is 00:02:27 That's right. Yeah, it was fun. I didn't ask the question. I was just a victim of having Gerhard there. That is true. Gerhard asked the question. I should have never invited Gerhard. Yeah, this is a blowback for Jared.
Starting point is 00:02:36 Yeah. Well, Adam is here. Brian is here. Do you want to get it out of the way? I mean, I'm sure Adam will bring it up. It's going to be the whole show, gonna be the whole show Jared the whole show the whole show is still coming out Steve are you a fan I mean no I've been
Starting point is 00:02:50 Brian's been hazing me for the better part of the last year and a half because I got to season I got through season four I had not gotten through season five and six and so he would fire references and he's just like I can't work like this I can't I couldn't work that way like get through the end of the series so I Like get through the end of the series.
Starting point is 00:03:06 So I finally powered through the rest of season five and season six in the last like six months. So that's that's the part that I have in state seasons one through four. It was it was a while ago. I've taken the other tactic. I just refuse to watch it now just so that Adam can't. It's so good. It's so good. It's easy.
Starting point is 00:03:23 You think you're hurting Adam, but you're not hurting Adam. Jared is hurting Jared by doing that. That's right. It's so good. It's so good. It's easy. You think you're hurting Adam, but you're not hurting Adam. Jared is hurting Jared by doing that. That's right. I'm hurting myself. It is so extraordinary. And it's extraordinary for all the reasons that great satire is extraordinary
Starting point is 00:03:36 in terms of it's very much a reflection of the satire that we're living called Silicon Valley. And it's just very, very well done. Yeah. Well, the number of people that will say I can't watch it because it hits too close to home tells you it's perfect satire. That's what most people say.
Starting point is 00:03:51 And Brian's the first one who didn't say that. He's like, oh, and he just launched it. You know, Steve and I actually in a previous life reported that this chair, you know, at one point they get rid of the CEO and everyone's reporting to the chair. And that is the episode. I know a lot of people that like can't watch it because of that episode. Does that happen? Really?
Starting point is 00:04:09 Oh, there are plenty of companies where it's like the CEO is so bad. We're going to get him out of here. We actually don't know who the CEO is. But by the way, it's none of you turkeys. So like, right. Like actually this chair is now in charge. Can you really fire us? You can't really fire us.
Starting point is 00:04:24 You're just the CTO. Yeah, exactly. But that whole dynamic, and there are just a bunch of the dynamics in there that are very and I think this is Dick Costolo is the one to really that's the reason I think, you know, Dick
Starting point is 00:04:39 Costolo was kind of a fan of the series and after season one kind of volunteered to help write a bit. Really? I mean, and he's talked a bit about this, but I just feel like as you get into these later seasons and you get things that are so dead on. I mean, Jared, I love where they have emerged two companies, SliceLine and Optimoji. And there is a civil war in Pied Piper because the two companies had different dog policies.
Starting point is 00:05:10 And one of the companies' dog policies was you absolutely bring your dog to work. The other company's dog policy was like, no, no dogs come to work. And it's like this civil war spills into Pied Piper because Richard casually allows one of them to bring a dog to work. And the next thing you war spills into pied piper wow because richard
Starting point is 00:05:25 casually allows one of them to bring a dog to work and the next thing you know he's trying to get him to like him he's like nobody likes him basically well they like him but they don't respect him so they don't listen to him he's like well i'll get you your favorite coffee you want dogs in here i'll get you some dogs in here so whatever it takes to get him to like him and i think it's so interesting because it would be with so many things about the series, it's like, it's funny and it's light, but it's hitting on something really, really deep where you have, and this is a absolute problem in Silicon Valley where management is like, yeah, I don't know. I just want to make you happy. And it's like, well, that's not actually not the way you lead, right? You're not always going to be as Steve and I will know. It's like you not,
Starting point is 00:06:03 leadership is not always going to leave everybody happy. And if you try to leave everyone happy all the time, what you end up doing is actually just creating a mess, right? You leave no one happy. Yeah, yeah, for sure. It's good stuff. It is good stuff. It is good stuff. I mean, the other one that hits home for I think a bunch of folks, especially those in enterprise sales is everything around the box. And then he's like collection of the sales team where it's like see now i'm gonna fall down because this was before season five but uh i can't remember his name but he's like you know regional vice president northwest and they're all checking in with all the different like regional sales reps that's right that's right i shadow him i'm
Starting point is 00:06:40 keith i'm shadowing bob that's right jan the man here again. They call me Jay and the man from inside sales. And it's a woman. So it's like an oxymoron. It's like, well, okay. Wait, Jared, you've not watched any of it. So I have watched season one and I liked it, but I just didn't love it. So I watched it and I just kind of dropped off. And then Adam's like, basically been trying to reel me back in.
Starting point is 00:06:59 I kind of took the antagonistic stance, you know? So, but you guys are selling it. You're selling it. Adam has not used the shame tactic that Brian plays. He does, but it's not as effective, I think. We're too close. I just don't care as much about it. Let's not give me too much credit
Starting point is 00:07:16 because it took years of ongoing shame to get Steve finally over the line. Oh, okay. But there is a great scene that Steve's alluding to. Something, again, is very close to our own lived experience where they build out sales effectively before they have a product. And so Richard walks in and there is this sales team that is already built out, but they don't have a product yet. And the sales team, and again, we've seen this over,
Starting point is 00:07:40 Ian, you see this over and over and over again in startups where they build out sales and marketing before having product market fit. The sales and marketing folks are slick. They seem like they're charismatic. They've got all the, they've got this kind of customer Rolodex. They've got all of these, next thing you know, you have all of these, you know, RFPs and MSAs, and you've got all these trials going on and it feels like very promising. It feels like a pipeline. POCs, exactly. It feels like a pipeline, but in fact, it's not. It's all a fiction. And because there's no product. And as customers discover that there's no product, then the sales folks are like, well, the problem is the product.
Starting point is 00:08:18 And like, they're not wrong, but they're also not right. It's like, actually the problem is that we poured a lot of our scarce resources into building sales and marketing before we had resounding product market fit. Oh, what was the line? They're like the, when he's asking about why they can't sell and he's like, like, well, I mean, they're amazing salespeople when the product can sell itself. Wow. Good job, Steve. That's like a line, man.
Starting point is 00:08:48 No, because he's like, I thought these guys were the best. It's like, yeah, they're the best because the product sells itself. And Silicon Valley does this over and over again where someone says something, you're like, what the fuck? And the camera holds an extra beat on the other person in the room being like are you listening to yourself say that the reaction shots are great and that is and i feel like that's one of those words like there's a lot of wisdom in that shot and it very much informed the way we build oxide by the way wow here's the oxymoron here too like the the unexpected thing is like i'm gonna spoil something so obviously if you're listening this we're spoiling things so if you haven't watched beyond season one like you're
Starting point is 00:09:28 spoiling it for me yeah it's everything spoiled cover your ears i probably shouldn't watch it now yeah spoiled okay so the box goes on to be the most money maker for hooli in like season five like it's the of all the inventions of the great inventions that gavinom did, in the words of Cherie, I believe her name is. She's like, it would have been better if you didn't invent any of those things because they were all money losers. But here is the box. They got like, he's like, is this for the whole year? He's like, no, this is for the first quarter in terms of sales. Like it was the best success.
Starting point is 00:09:59 What's in the box? What's the box? I don't even know what the box is. What is the box? Watch and you'll know. Is it kind of like Brad Pitt at the end of Seven? What's in the box? What's in the box? I don't even know what the box is. What is the box? Watch and you'll know. Is it kind of like Brad Pitt at the end of Seven? What's in the box? What's in the box?
Starting point is 00:10:08 I mean, this is kind of funny because they try to disparage kind of the hardware angle of it. But of course, that's what we're building at Oxide. Yes. I love hardware, by the way. We love it when they're like, you know, this is where. So they've got the great scene where they're looking at in the data center where the box is going to go. And like the box goes here. Sad data center operator that, you know, lives in a cave.
Starting point is 00:10:28 Yeah. I mean, I can imagine you guys watching the show, like literally taking notes, you know, because I mean, it's so on the nose with what you guys are doing. It is very on the nose. The answer is the box three, the Gavin Belson signature edition. That's right. Jared, they crowdsourced the logo inside of Hooli. Oh, nice. And I won't give that away,
Starting point is 00:10:48 but it's really quite genius. That's too good. Leave some things for him to chew on later. Yes. Exactly. But that certainly resonated with what we're doing at Oxide
Starting point is 00:10:57 where we're doing this exactly. We are doing the box three Steve Duck edition. Is that right? We don't have a Russ Hanneman on the cap table though. That's what we don't. No Trace Colas. This guy.
Starting point is 00:11:09 This guy. This guy. Hey, this guy. You guys sold a box, didn't you? Segway? Didn't you guys sell a box? Yeah, Segway. We're shipping. You shipped? We shipped. We have shipped. I saw the tweet. Was that you?
Starting point is 00:11:23 Now that I see you in in person was that you wrapping this thing that is not me wrapping this thing you look similar to whomever that is wrapping it um i'm not sure if he's going to be insulted i'm going to be insulted by that i don't know i think i look similar to robert keith i don't have any in particular so that's our engineer robert keith okay now that i zoom in i'm disagreeing i didn't open up big it's small on twitter i call back to another silicon valley scene when robert Keith joined the company, among the very, very few people at Oxide were a Robert and a Keith. And I'm like, look, I don't know how to tell you this, but we can't call you by either your first or last name because we are. And he's like, it's fine. I've been known by RFK before.
Starting point is 00:11:59 Like, all right, thank God. The two name problem, which in Silicon Valley was because of a second Jared. Exactly. So RFK, our engineer, he one of the questions that we got on Twitter. So he's wrapping the rack. Well, one, there was like a very weird strain of like, I can't believe the amount of plastic that you are using to wrap the rack. And it's like, do you know how anything works or is built? Like, trust me, the plastic that this thing is being wrapped in is the least of the resources being consumed. I mean, it is a computer. It is a good one wrapping it in something that's going to create static electricity. Wow. And it's actually anti-static. But my favorite was medical Twitter that was just spiraling over his right foot about to plant where his ankle's going to snap. Oh no, gosh. Really? And it's worried about like what happened to his ankle. Well, so I actually talked to RFK
Starting point is 00:12:59 about this because I'm like, you know, RFK, one of the burning questions we got on the internet is like, is this guy about to eat shit? Because it looks like it. And it does actually, you zoom in on the right foot, you're like, it does look like you're about to trip. And he's like, I can't remember, but I can tell you, I definitely did not. Like, I do not recall sprawling all over the floor. So I think, you know, RFK is a coordinated guy. He did not trip. But yeah, that was us. So that's our engineers on site with our contract manufacturer in Minnesota,
Starting point is 00:13:25 putting the final touches on that rack as it goes into the truck and ships out to the customer number one. So pretty exciting stuff. Yeah, very exciting. I mean, to literally ship something real, not just software. I mean, not that that's a bad thing, but like physical thing that's very hard to like take back and obviously change. You're going to get it on site.
Starting point is 00:13:44 They're not going to want to let it go. It's a beautiful thing to me. You guys have phenomenal industrial design as well as just design generally. I love the color. Who's doing your design work and how can we get some access to this talent? The team.
Starting point is 00:13:59 Yeah, I mean, seriously, your guys' design is so good. Smoking. Early on, we were very fortunate to get connected with a firm that was helping us with some elements of design, some other stuff. And one of the folks that was there that was kind of front and center for that had-time designer is not, you know, you're not starting there when you've got, you know, limited resources and a small team. And it was just an absolute no-brainer with this particular person that we had worked with getting them in early. And I think like a bunch of people at Oxide, you know, this particular person spans way beyond design.
Starting point is 00:14:42 Yeah. And thinking about design, not for design's sake, because that's the other side of this is we've all lived as like data center operators. You always have seen the products where you see design for design sake show up. And you're always asking the question, like, I don't use that. Could you strip that off? And then how much would the remaining product cost? And there's some good company examples of that in the past where they would put these really expensive bezels or LEDs on the front, displays on the front that don't really serve a purpose. And all you as an operator see is like added cost for no benefit. And I think, you know, the team's done a great job of focusing in on design for usability. Like let's colorize this
Starting point is 00:15:20 thing because that's where the operator needs to touch, or this is how you indicate health or quality of a particular part of the system, rather than how do we make this thing just look good for looking good sake? Well, I think Ben Leonard is the designer that Steve is referencing. And I thought one of some of my favorite conversations is getting Ben together with the mechanical engineers to figure out how to make the rack look great while making it highly manufacturable, while designing for manufacturing all these other constraints and you know steve and i are very much students of history i mean i think that if you haven't read steve jobs the next big thing um absolutely terrific book about the history of next and like the really actually interesting chapter of steve jobs's life is at
Starting point is 00:16:00 next and because he made a lot of mistakes and one of the mistakes they made is he's after this mat this particular black for the next cube and it just spends untowards amount of money and immediately it's the wrong decision and like we do not want to have the matte black that we are finicky about that we're not designing for manufacturing. So how do we make this thing beautiful without sacrificing its manufacturability? And that requires you to get a, like some mechanical engineers and a designer in the same room. And there's some back and forth because it's like, how about this? Like, no, no, that's too expensive. Can't do that. Can't do that. But what we landed on, I think is really gorgeous. And the, I don't know if you've seen the side of the rack, but there's a punch through
Starting point is 00:16:45 with the Oxide logo with that green that just absolutely pops. It's good looking, which is really important to us. I mean, it's important to us to build something that when we set out, we wanted to build something that we would all be proud of, that we pulled together this kind of team spanning these different domains and disciplines. And Oxide, as a result, because we pulled in so many different kinds of folks from so many different domains, Oxide feels like a heist movie. It feels like a heist movie. I love heist movies. And it's got like, you know, we got the safe cracker and we've got the helicopter pilot and we've got the specialists, but then those specialists all pull together to pull off one last job. That's right.
Starting point is 00:17:28 Well, hopefully not one last job in your guys' case. No, no, no. That one was the first. The first job. Yeah. There'll be other follow-up movies maybe with different products. This depiction on your homepage of the rack, is this pretty accurate to what a typical rack you'd sell would look like that is very accurate yeah actually that is based on the cad renderings
Starting point is 00:17:50 so that's pulling straight from mechanical cad is a lot of that storage is that what a lot of that is like the vertical greens across the top and bottom that's what the green is that's right okay did i read it right you had like 32 terabytes of NVMe. You only do NVMe storage in this thing? Yep. Gosh, these things are expensive. Holy moly. That's good though, right? I mean, for what you're doing in a data center, you want the fastest possible, but that is such an expensive buy.
Starting point is 00:18:16 I mean, that's not my money. Somebody else's money. Right? I think for the lifetime of the company, there's been this real home lab interest in Oxide. Yes. Give me a home lab oxide edition. I know. We've had plenty of requests for that, for sure. I want that, for real.
Starting point is 00:18:31 For the enthusiasts. Because remember the last time, Brian, Gerhard wanted to buy one. You're like, you're not buying one. I think I let Gerhard down a little bit easy. Gerhard's like, when can I buy one? I'm like, you're not going to buy one, pal. Yeah. He's like, I'll save up.
Starting point is 00:18:42 I'm like, I don't know if you want to do that. That's right. There is a lot of opportunity there. I mean, obviously, you have to focus on the market you're going to focus one pal yeah he's like i'll save up i'm like i don't know if you want to do that but that's right there is a lot of opportunity there i mean obviously you have to focus on the market you're going to focus on which totally makes sense but like you're using zfs which a lot of home labbers love bt uh rfs is another one but like i think for the most part open zfs is one the home labbers heart so you're at least there you know and you have beautiful hardware yeah and we've got i mean in zfs certainly an important building, you know, and you have beautiful hardware. Yeah. And we've got, I mean, in ZFS, certainly an important building block. You know, we built our own software from the lowest levels to the highest level. So we've got our own service processor.
Starting point is 00:19:12 We've got our own hypervisor. We've got our own control plane software. We've got our own console. And all of that is open source. So that's the other kind of big angle that we can tack into. And this is kind of like what we tell the home labbers. It's like, well, good news. Like it's all like downloadable.
Starting point is 00:19:27 Right. And we're like, nah, we want to buy something. You're right. I want the hardware. Sorry. I know. It's kind of weird that you guys have this like nerd cachet and you have this like enthusiast audience.
Starting point is 00:19:36 So many people interested, watching, love it, want to buy stuff. You're gear hearts. I'm sure Adam would buy some stuff. I would totally. Yeah. Yeah. But does that even translate into anything of value for you all? Yeah. How so? Yeah. I was just Adam would buy some stuff. I would totally. Yeah. But does that even translate into anything of value for you all? Yeah. How so? Yeah. I was just going to say,
Starting point is 00:19:49 it's like that contingent. Many of those folks are in companies who spend a lot of money on infrastructure on premises, which again is kind of this like forgotten corner of the technology world. It's like, Oh, does anybody do on-prem compute anymore? And it turns out like just listen to an AWS keynote from two years ago, and Andy's on stage talking about 95% of infrastructure sits outside of the public cloud. And so you have this kind of overlooked area that is much, much larger than the public cloud, but has none of the access to the same benefits that we are all intimately familiar with, which is like, how, why would you consume infrastructure any other way than at the end of an API that is a set of
Starting point is 00:20:34 elastic services? And yet, if you want to own parts of your infrastructure for the right reasons, or you have regulatory compliance reasons or latency or, or security, or for any of these types of things, which are good reasons to run portions of your infrastructure on-premises, you're doing the same thing that folks are doing 20 years ago, 30 years ago. You're taking a metal rack, and then you're figuring out what server vendor to put in there, who, by the way, is outsourcing firmware and a bunch of other stuff in that set of boxes. And then you're figuring out what do you do for storage and what do you do for your networking? And then you have to do the software part. Are you going VMware?
Starting point is 00:21:11 Are you going Red Hat? And you have to basically build that whole thing together over months just to deliver what AWS has at the swipe of a credit card, which is a set of elastic services for developers. And it's a tragedy because you shouldn't have to, you know, Brian and I were at a cloud computing company and just realizing how tough it was for those that were not running a cloud computing company to actually get this kind of clean water to their end users, to developers. So to your comment, Adam, it is definitely like expensive for home labbers. But the interesting thing that you find is when we're talking to, you know, enterprise customers,
Starting point is 00:21:49 and they're comparing it to their current stack of putting all that into a rack, it actually becomes really, really attractive, even from an economics perspective. Well, and I think that that kind of appeal to that enthusiast demographic is super important to us, because so many of those enthusiasts that are home labbers at home, they're the ones that are going back to work and making an IT decision. So we love having that. And I think that like that's always been really important to technology in general is that that playful tinkering that's happening where people are kind of following their natural curiosity is a really important way that technology is developed. So even though we're never going to sell to Gerhard and the home labbers, we love the support, the engagement, the discussion, the enthusiasm. It's not our market, but it's a really important element of who we are. And plenty of folks have come to Oxide
Starting point is 00:22:40 out of that enthusiast demographic where one of know, one of our engineers came to us because they were starting to do things in Hubris, which is our open source operating system. We talked about last time, Jared, Rust-based operating system that any home lab can experiment with, by the way. I think that's what I was trying to steer Gerhard into. Yeah, you were. Yeah. I'm like, dude, what you want to buy is like a $20 eval board, whatever those went off to. Like, this is what you want to buy. You know, you want to buy an STM32H753 eval board. You can download Hubris. Then you've got like, you've got an Oxide computer.
Starting point is 00:23:13 You have it for 20 bucks. And he's like, no, no, I want a real computer. He's serious. The thing that's amazing is those things are real computers. And so it is actually a great way for people to get to know some of the lowest level software that we've done. And because all of that's open, people are able to get insight into this level of software
Starting point is 00:23:31 that historically has been completely closed and proprietary. Do you think if you conquer this enterprise world, you'll consider Homelab, like the home cloud, so to speak? Oh, oh, oh, oh. Never say never. Adam, Adam, Adam, Adam. There's room for the home cloud. Like, that's what I'm saying. It's not about like, oh, will you please do this? Cause I want it. It's more like there's a market, I believe in the future for a home cloud. All right. So the first
Starting point is 00:23:54 step is at least pretty straightforward, which is there are a bunch of use cases. This is still in the enterprise, but there's a bunch of use cases that are sitting in retail stores, bank branches, manufacturing sites, park attractions, right? Where there is a lot of need for compute and storage and networking and really needing a cohesive kind of integrated solution. So I think that has to be step one for us as we think beyond the core data center use cases. And then, yeah, there's the pony rec. There's been a lot of calls for how small this thing could get. But you know what you guys could do in the meantime, and maybe just forever,
Starting point is 00:24:31 is to throw us a bone, you know, is to like have a Drobo kind of a thing, just like it's an oxide storage thing that can sit on my desk. I'm a YouTuber. It can be in the background. It can glow green or whatever.
Starting point is 00:24:43 And like, I think we'll all shut up and just go on with our life if you guys provide something that we can buy off of the website. I think we got to the ask. We got to the ask. Yeah, can you just give me an oxide-branded machine? So I think part of the challenge for that home lab or demographic is that we have taken a rack-scale approach. This is true rack scale design. So in particular, as you like really want to, actually I'll tell you like the biggest technical hurdle
Starting point is 00:25:10 to getting a true oxide rack into a, even a scaled down one, is you got to have your own power shelf and power rectifiers. So we've got a power shelf. We do our AC to DC conversion in a single shelf in the rack, and then we run DC up and down the rack. OK.
Starting point is 00:25:28 So again, a mini DC bus bar, and then we also have got an integrated switch, which is a, actually, the single biggest challenge we would have is scaling down that switch to something that can reasonably fit in a home app. Also, Adam, I feel like I'm doing the discourtesy of taking the request a little too seriously because it's like, it's just not going to work in the home lab.
Starting point is 00:25:50 I think it's like, what? I'm very serious. I know, I know you, I know, I know, I know. Okay, let's back up one step then. So rather than take what you have as that large rack, which is just phenomenal. I mean, 2048 CPU cores. I mean, I don't need that in my home.
Starting point is 00:26:06 So don't give me that scale down. Give me a version of how you think for home lab cloud, right? Assume that I want you to consume four to eight UMI rack, and you're a simplified system that gives me great power, great networking, maybe great CPU, obviously, and then storage. Just in one single box that has super fast throughput between all the different services I run. You know, maybe I'm running Proxmox, maybe I'm running something else. I don't know that you've all built something that's Proxmox-like, but give me not a version of what you have scaled down, but a version that thinks like you think for home cloud. Yeah, I think, again, the challenge there is that we have taken just from a technical perspective. It is that ultimately the reason that Oxide exists is because
Starting point is 00:26:51 the machines that we run in the data center are actually closer to the home lab than they are to the hyperscalers. That's actually the problem is like, haven't you home labbers had enough really? Because what we run in the DC are these oneU and 2U boxes that actually are personal computers. And the approach that we've taken is to blow all that up and to take a rack scale approach. So that scales down to a point. But when you get to something like the switch, it's like actually the integration of the switch with our control plane software. So we've got our own switch. We've got our own switch operating system.
Starting point is 00:27:26 Actually, that switch is actually not one switch. It's two switches because you've got a high-speed switch and you've got a management switch. Getting that into a form factor, I mean, it's not impossible in kind of like the arbitrary future, although even that- Are you scared, Brian?
Starting point is 00:27:38 Are you scared to do this? You're making all these excuses. I'm just teasing you. I appreciate you're trying all the tactics here. No, I really appreciate it. He started, he started with like,
Starting point is 00:27:47 imagine if though, let's just go clean sheet. Like, how would you do it? Let's not say you're not going to do it. How would you do it? And then it's like now to the shame, you know,
Starting point is 00:27:56 and that was the origin story to the oxide mini. That's right. I went McFly on you to be super serious. I love the focus on where you're at though. Like I'm a ubiquity lover. I love the simplicity of what you. To be super serious, I love the focus on where you're at, though. Like, I'm a Ubiquiti lover. I love the simplicity of what Ubiquiti has done for home networks and just enterprise networks, even. Like, they've just made it really easy to, I guess, get into networking when you would normally have been, you know, maybe intimidated by some of the things that running a network requires. And so I think they've proven there's a beautiful hardware possibility
Starting point is 00:28:26 molded with great thinking and great software. And then distributing that and having a fanatic customer base. They have a fanatic customer base. So given that in the marketplace, if you can sort of collapse some of those things that you already have done, maybe there's another player in the market
Starting point is 00:28:44 that's called Oxide. It's a compelling argument maybe maybe maybe yeah there you go just say yes guys you don't have to do it we're gonna do it next quarter 2026 done yeah you know i think that actually it's funny because i do feel that it would be easy jared to your point you're like can you guys just agree to it so we can move on? I don't know. Let's go back and talk about the series that I haven't watched or something. But we have always tried to be really direct about what we're doing and what we're not doing. And I've got a complicated relationship with Steve Jobs. There's plenty to not like about the guy.
Starting point is 00:29:19 But I do love his WWDC 1997 keynote. Focus is about saying no. And especially as a startup, especially as a new company, you've got to know what you're saying no to. And what's actually important in order for us to be able to, and this is the hand on heart honest answer, in order for us to be able to ever serve those smaller edge use cases, which is still probably in the enterprise, but would get us much closer to the home lab, we need to survive and thrive as a company. And that means we got to focus on this core market that we're going after, which is this enterprise DC market. So.
Starting point is 00:29:52 Good answer. Yeah. I'll put my hat down then because I for sure agree with extreme focus. So I'll give you that. However, I will also say I begin with, if you conquer. Okay. I mean, we can look forward to the future. Like, yes, absolutely. For sure. There you go. There you go. Yes.
Starting point is 00:30:14 I do feel that like we, I mean, our aspirations are really to be the kind of company that young engineers can come up in that customers love to buy from that people are enthusiastic about. And it's like we're veterans, right? And we are trying to pull from the best of our collective pasts and careers and where companies really get this right. And then they lose their way. And we want to, we've certainly seen a lot of, and we are trying to pull from the best of that and build something that can be really generational and special. So yes, in that future, absolutely. Home Lab. Yes. Oxide Home Lab edition.
Starting point is 00:30:45 He finally landed on the correct answer. 2050 Oxcon is going to be just really the big announcement there. Okay. As we finally serve the Home Lab. I can go back and play this audio at that announcement and be like, wow. And we will. We'll go do that. Exactly.
Starting point is 00:30:58 Wow. They knew even then. The vision of these guys. 27 years in the future, they would serve the Home Lab. So how do we get there? What's the stage? No, no, no, no. I'm not going there. It's just turned into a board meeting. Yeah, exactly. It's like, okay, so no, you've already committed to doing this in 2050. I'm just pulling in the date at this point.
Starting point is 00:31:20 Yeah. Give us our roadmap. High level, high level. Just what are the milestones? That's not what I'm saying, but okay. No, seriously, how do we get there? What is the state of on-prem? Like you guys are building amazing hardware for this market that you said, Steve was sort of like, I forget your words, but basically just unpaid attention to it's, it's been an afterthought basically under the radar, under the radar. Thank you, Jared. It has. I mean, it's been in the worst is it's been ignored by the companies that are serving that market. Yeah. And that is largely because the last 10 years, all the focus has been on how do we collectively move to this public cloud computing model.
Starting point is 00:31:57 And forget everything else. I mean, if you were going to give it the most charitable treatment, it's like, well, no, that should be the first focus. It's not in spite of everything else. It's just like, that's where you should start. And that's actually not entirely untrue. And that has been the focus for most companies over the last decade. And we were certainly in the midst of it running a public cloud computing company. I think now the question is, okay, well, we've moved most of the good use cases to the rental model of the public cloud. Because a lot of people think about
Starting point is 00:32:25 cloud computing as this rental service model, this kind of hotel model for living, rather than the actual what it does, which is providing abstractions over a bunch of complicated infrastructure under the surface and making it accessible via APIs. So I think now companies are rightfully asking, how do we get that same service model everywhere the business needs to run? And there's no good answers right now. Over the last 20, 30 years, the industry has split hardware and software. You've got hardware providers over on the left and software providers over on the right. And if you want to bring those two together, it's each individual company's job to go do that. Any company that is building cloud-like infrastructure on-prem has to do all the assembly and the integration and the troubleshooting.
Starting point is 00:33:14 God forbid something goes wrong, it's like finger pointing left, right, and center. What version of software are you running? Instead of delivering kind of a complete solution. Now the long forgotten masses on prem are trying to figure out what's next. And because you can't, just like, I'm in a hotel room right now and it's very nice. I didn't have to buy any of this stuff. And if I want, I can order food to the room. And it is pretty cheap considering I didn't know I was going to be in this city five weeks ago. But if I were living here five weeks from now, I would be looking at a huge bill. I would have people that can come and go in my room without telling me. There's aspects of hotel living that don't really hold up when you know you're going to be in a city
Starting point is 00:33:59 in a location for 12 months, 24 months, 36 months. So I think that's, you know, at the core of this for us was how do we extend it so that cloud computing is sort of that ubiquitous foundation. And now companies in the future are able to either rent it from a provider like AWS, Google, Microsoft for the right use cases, and then own it where they want to own it. But it doesn't take an army of 500 people to kind of assemble it and build it, integrate it and support it. There's really this kind of productized hyperscaler-like infrastructure that everyone should have access to. That's where we started. Now, Brian, I think I can speak for you that we had a good sense that this was going to take, this was going to require taking on a lot because it's not only kind of a de novo server design, but then,
Starting point is 00:34:45 you know, we decided early on that we thought we had to do our own switch. That has its own kind of backstory there. The paths diverged so long ago is the problem. Yeah. The problem is that kind of the extant hardware makers are PC companies, Dell, HPE, Supermicro, and they don't actually understand cloud computing. And those folks at those companies that understood cloud computing, Steve grew up at Dell. Steve was at Dell for, what, 10 years? And when Steve saw this burgeoning new use case in California for Dell servers, a company called Facebook. And inside of Dell, they're like, this is a website. This is just not that, like, we don't see why this is that important.
Starting point is 00:35:28 Like, we should be selling to, you know, the Chevrons of the world. Insurance and manufacturing. Right. Finance and, yeah. And part of the reason that Steve went to a cloud computing company in 2009 is because he couldn't really get Dell to understand the importance of cloud computing. And you see this over and over
Starting point is 00:35:45 and over again. Go look at the backgrounds of people doing cloud at Google, at AWS, at Meta, and you'll see the Dell and the HPE in their own past. And you know that they left because those companies didn't get it. As those companies didn't get it, they got further and further apart. And so those designs haven't moved from 20 years ago. So in order for us to be able to go deliver that hyperscale class infrastructure, hardware and software together, we've got to go back to where the trails diverged and we've got to go down the right path from on-prem. The problem is they diverged so long ago that we have to take on a huge, huge problem. And the minimum viable product for this company is enormous. As Steve's alluding to,
Starting point is 00:36:33 it included the networking switch. It included getting rid of the baseboard management controller, the BMC, doing our own service processor, doing our own software all the way up and down the stack. So VMware does not run on this box. ESX does not run down the stack. So VMware does not run on this box. ESX does not run on this box. AMI does not run on this box. AMI does not run on this box. We have done, we don't have a bias. We don't, we've done our own hypervisor. We've done our own control plane. And that's an enormous, enormous lift. Yeah. Well, and by the way, when you look at kind of professionalized cloud computing infrastructure providers, this is pretty consistent. Like Amazon and Google and Facebook,
Starting point is 00:37:10 these companies, their infrastructure looks nothing like what's accessible to the Fortune 500 companies that are out there building on-prem. And you've kind of seen a similar pattern in the automotive industry where we've been in like a couple of decades of outsourcing. So there's a really good podcast where Jim Farley is talking about how Ford outsourced everything in software. And so when they wanted to make a change to like the seat controller mechanism, they had to go to Bosch and be like, hey, do you mind updating the software that controls this aspect of the car? There were like 500 different examples of this, and this was done to lower costs, to bring the cost of each car manufactured down by like 500 bucks. And the realization that he is having, having watched what Tesla has done and what some of
Starting point is 00:37:56 the Chinese manufacturers have done, is like, this is not only costing us more, we are moving slower, we are not competitive. And they kind of had this revelation that they had to bring everything back and start thinking holistically at Ford about what a modern vehicle looks like. And I think as we were kind of peeling back the layers, we had a sense of it while we were at Joyent. And because of all the issues that we would run into that were kind of like, we're at that hardware software interface. But when you start peeling it back, it's like, man, there is some decades long cruft that are going to be pretty challenging to rip out and do a new. The saving grace was that at every single one of those layers, there were groups of technologists that had come to the same conclusion of like, no, this layer's
Starting point is 00:38:42 got to get blown up and rethought. And the reason we are where we are is because those technologists came to Oxide and said, wait a minute, like, oh, you're rethinking the switch? Thank God someone's rethinking the switch. I've thought a lot about this problem. Why? That's where I want to go to. What's so wrong with the switch? Oh, no. Here we go. We don't have time. Here we go again. Oh, my God. And it's not just the switch, but the switch operating system. And you've got the... The switch is in charge of a lot of different things, obviously.
Starting point is 00:39:14 It's like moving the packets. It's connecting the devices. It's connecting all the IP stuff, right? Like, it's super important, obviously, in the network. It's the network. It's the backbone of it. It is. But right now, like, the switch has no real integration with the compute nodes that It's the network. It's the backbone of it. It is, but right now, like the
Starting point is 00:39:26 switch has no real integration with the compute nodes that it's talking to. So there are a bunch of things that you actually want to go deliver functionality to that end user. You want to give them that virtual private cloud, right? You want to give them that there's a bunch of like sophisticated, you want to give them sophisticated firewalling. There's a bunch of sophisticated stuff you want to go do. In order to do that, you actually need to have hardware and software and cross-stitch across the compute sled and the switch. And when those things are delivered by two different companies that have no real sense of collaboration or constantly pointing fingers at one another, it's really hard for that end user to go create that infrastructure for on-prem. So yeah, very much the switch had to go. It's not a problem with the switch. It is very much that
Starting point is 00:40:10 the switch just doesn't know what happens when data leaves. Right. It's like silos. And if you're actually thinking about a pool of resources that are all like, again, back to cloud computing, you're not trying to design, you know, specific hardware components and software components. You're trying to give developers instant access to arbitrary amounts of compute storage and networking via an API and in that you give a quality of service to that. And you can't do that when you know, you have kind of that brainstem that switch that is unaware of what's happening on, you know, compute sleds and unaware of what's happening up in the software stack. And I mean, it's the classic, anytime there's a bump in the night, everyone
Starting point is 00:40:50 blames what? The network. Like, oh, it's got to be something in the network. And poor network engineers are left kind of trying to defend themselves saying, no, everything I see in the switch and the routers looks good. It can't be in the network. This is where, again, kind of time and time again, we realized that you need to build these things together and be able to deliver that kind of end-to-end visibility. How different is what you guys are doing? So if I'm a CTO and I have two proposals on my desk and I have to decide a direction we're going to go
Starting point is 00:41:24 with a new data center we're building on or whatever. And I can go with Oxide Racks or I can go with whatever is currently there, stack a bunch of Dells and some switches together and do what I've been doing for the last decade. What kind of switching costs am I looking at? What kind of lock-in is there? Do I have huge risk to pick you guys
Starting point is 00:41:44 or is it like everything you're doing is so low level that at a point where I'm going to care about it as a company who's rolling out some services, it's all good. How different is it? So in terms of, I mean, we would propose in terms of value and density and economics and services, it's very, very different. In terms of switching costs, I think one of the big benefits and why the timing was right for Oxide now versus Oxide, say, five, 10 years ago, is that where companies have oriented and really invested a lot of resources is sort of developer-friendly tooling for cloud computing. So by that measure, the switching costs are extraordinarily low
Starting point is 00:42:26 because you're now able to leverage the same kind of Terraform frameworks. And the models and workflows that you become accustomed to are stitching into Oxide because you can think about it as kind of another cloud that you now kind of own and operate on-prem. And it's leveraging all that investment you've done over the last five years, getting to more cloud-first type models and workloads and development practices, but being able to leverage those on-prem. And then in terms of thinking from a data center operator perspective, where this solution meets the rest of the data center is obviously at the network handoff. And so we speak, you know, BGP to the network, we come with gifts to the network operators and engineers,
Starting point is 00:43:12 which gives them a whole kind of new world of visibility so that they can not only be in defense mode, but actually be proactive and be able to anticipate where there's congestion and be able to kind of help give users better experiences. And then we're, you know, we've invested a lot to make sure that that handoff point that where we're talking BGP to someone's network is clean and pretty straightforward. So pretty well. And then in terms of that operator experience, one of the things that we've definitely optimized for, because we've actually built this thing as a product, you can actually get it wheeled in, decrated, powered up, and you can start provisioning on it that day. No way.
Starting point is 00:43:47 So actually, even now, I guess, Steve, you won because Steve would say, we are going to get you up and running within a day. And I'm like, look at Steve. I normally- And by the way, just for context, this happened to us as we were building out data centers all over the country and eventually the world when Samsung acquired Joyit. And the lag time from when those boxes all land to when you've got added capacity, which by the way is dead. You can just watch the dollars burning on the clock when you have got boxes you've paid for and you do not have customers that are being served by them. And so that time is really, really important when you're thinking about the economics of the business. And for us, I think we had it, we were operating pretty efficiently, but that's still measured in weeks. And a bunch of the companies that we went
Starting point is 00:44:34 and talked to in 2019 were telling us that they measure it in months. It's like an average of like a hundred days from when boxes land to when they've done installation, integration and burn and test and software deployment and validation and network settings. They've handed this off to developers, 100 days. And our goal, at least my goal, Brian's goal was higher than this, but was that we'd be able to do this in one day. So you roll it in, you give power, you apply networking, and you have productive end users in the same day. It's like, it's not a day. I keep saying it's like, it's not a day. It's like hours. And Steve's like, no, you say an hour, you would say one hour. Come on, Steve, it's hours.
Starting point is 00:45:14 And it's also like, it's not like, well, what we're aspiring to, it's like what we've done. And so I'm like, Steve, like, can you give us, and it's just like, look, can we just say a day? And I'm like, it'll, I mean, if it takes hours, like it'll be done in a day. I'm like, they'll definitely be done in a day, but it's actually, and this is where you get to the real payoff of having rethought all of this, having designed it holistically, just like that iPhone unboxing experience is really quick and smooth. That oxide unboxing experience, decreating experience is in the reason that it's possible is because this whole thing hat, we have all the hardware and all the software.
Starting point is 00:45:52 And so when we actually do our initial install of the software, we effectively go through our own recovery path of like, assuming you've got nothing on the rack and we go from literally nothing on the rack to you can provision within hours. I mean, it is like, I think it's standing at like 90 minutes right now. And actually, do you know what we are ultimately bound by? Is the UART speed inside of the sled when we're transferring the most primordial image so the thing can bootstrap itself up and boot off the network. In order to be able to boot off the network, you need to have enough of an image
Starting point is 00:46:24 that you can actually go boot. And that we are ultimately bound by that UART speed is ultimately if we had a, I do love that the install experience around this is just eye popping. And the folks that have been working on this are not necessarily, I mean, we've got some folks who have suffered through the pain of Dell and Supermicro and HPE, but a lot that are actually coming just from like the cloud side of things. And they're like, I don't know, like, I want to make this as great as it can be. Like, I don't even, like, they don't know. It's like, no, do you know how far ahead you are of the state of the art? And so this, when you initially install the rack and you plug into these technician
Starting point is 00:47:02 ports and do this original, because you'd have to have some initial configuration, right? You have to have some initial, before you can actually just hit API endpoints and hit that web console, there's got to be bootstrapping. And the actual software that does that is just gorgeous. And it's a, we think it's going to be a wholly different experience. So, you know, Jared, to go back to your question, you're that CIO. If you look at what this product offers your internal customers, it's much more comparable to the cloud than it is to the on-prem stack of garbage that you're currently suffering with. Gotcha. Sorry, Homelab. No, no, no. I'm saying that's not Homelab. No, no, no. Sorry, Homelab. I'm cool with that. No, the problem is actually we are running Homelabs in our DCs. We are.
Starting point is 00:47:47 Everyone is. Those are bold words. It's time to get the Homelab out of the DC. I think that's a good pitch. We're trying to get the Homelab out of the DC. That's exactly what it is. Yeah. To the earlier conversation, like the Homelabbers that go into these enterprise environments
Starting point is 00:47:58 are the rabble rousers. They're the ones that are like shaking their fists. Like, why can't we get better? And it's interesting because our motion is not top down. It is, you know, these folks are some of the most load-bearing folks in these organizations that are helping create the products that these companies are selling to their customers. And they are saying, you know, how come we can't do better internally so that I, we can focus on building better products for our customers instead of being our own private cloud corporation. We had one company that we're talking to in the finance
Starting point is 00:48:32 space that was like, we have a 500 person engineering operations team and we have to put them out of business because our customers don't, and not get rid of them. We need to reapply those folks to be able to work on the things that our customers are waiting for and want. But it is folks that are not going to necessarily sign the PO, but they're the ones that are making the noise to get to the folks that do sign the POs. And it's been great to have that kind of community support. And it is that clarifying time when companies have moved certain things to the public cloud
Starting point is 00:49:04 and realized how much less operational overhead there is to help sharpen like, wait a minute, how come we can't have that same operational efficiency internally back to like the CIO and the CTO? It's like, wait, we can vastly improve being able to focus our talented folks on our business and then give those developers a much better developer experience, which I think that's kind of the all important bit, especially as the, the, the amount of importance placed on shipping new features,
Starting point is 00:49:33 shipping new products, focusing on what, what their actual business is, has been super important. Can you walk us through exactly what it's like to boot for the first time? This oxide rack is assuming the, exactly what it's like to boot for the first time this Oxide rack. Assuming the sad data center person has walked us to where it will go and says this is where your Oxide server rack will go. Watch the box.
Starting point is 00:49:54 Assuming that's already taken place. We're there. Jared, let's say Jared and I are there. We're the administrators, the operators, whatever you want to call us. We've got to provision this thing. You say it takes a few hours we slide it in maybe it takes a small forklift or several people maybe it's got wheels i have no idea this thing is not short so let's just say it's there it's there we're not worried about door spaces how wide we got to be nothing like that we're at the rack
Starting point is 00:50:19 it's not plugged in is rfk with us do we have rfk here or are we on our own? RFK's unwrapped it because he comes to unwrap it. And we're ready to plug it in to the network, to power, et cetera, and then boot it for the first time. Are we, you know, attaching our ethernet cable to a port on this thing or a console port? Like what is the exact interface, the real details? Yeah, the real details. So if you look at the rack and I think maybe you can go to see it on the website, but there are technician ports at the front of the switch. So that is where you are going to plug in your laptop cable effectively is going to need to be able to connect to your broader network. That's going to be uploaded over that technician port. And then you are going to SSH into that technician port. And you've got an install screen that's going to walk you through the actual
Starting point is 00:51:16 installation of that rack. And then you're going to, we've got to get a video out there of this so people can kind of see it. And this is also where it's just like, we've got a very demo based culture. And so we do every Friday, we've got what's called Demo Friday, where anyone can just demo anything to the company that's been really, really important for us because it allows people who are doing things that are like pretty, maybe pretty small in the stack to kind of get that appreciation of the peers. But we had the demo on Friday of one of our engineers making this thing that is already gorgeous, like even better. Steve, I don't know if you got a chance to watch John's demo, but it's just like absolutely eye-popping. So, but we got to put a video of it out there so people can
Starting point is 00:51:58 actually see it. It was demoing yesterday. Oh, nice. And we didn't even have the latest. Back to where we started, we were with a customer and John was like, well, as he started to go in on Oh, nice. Because back to the fact that they've sort of been ignored, having folks around them that really, really care about what is most painful or frustrating about their daily jobs and seeing a little bit of care and thoughtfulness go into these parts of the stack is really fun. And Wicket is kind of part of this sort of set up service on the rack that gives you a visual of how many sleds do you have? What is up? What is not up? And this is like, we're not over the web right now. We can't be, right? So this is all over SSH.
Starting point is 00:52:50 This is a terminal app. So this is where actually one of those like strange bounties of Rust. So this is based on Rust 2E, which is a terminal user interface builder. And you can build like really easily you can build really robust eye poppingly beautiful terminal based apps and so this is right yeah this is a terminal based experience um i love it that is and i think it's a deceived point it's like one of these things where
Starting point is 00:53:18 we are going into these like little details that matter a lot to people who've been suffering and one of the things that we that is really important to us at Oxide for the virtual machine. So you provision a virtual machine. How do you get into that virtual machine? If it itself, the guest has borked networking or screwed up or even screwed up the image in some way, it's like you need a great serial console. The irony of the cloud is that the serial console is actually like more important than ever. And the serial console was something that actually even the biggest public cloud providers don't take very seriously. And we have taken the serial console really, really seriously. And one of the things that kind of fell out of our implementation
Starting point is 00:54:00 is you can have many people watching a single serial console and participating in a single serial console. So you can share effectively. And I think this is going to be one of these things that is just like our customers are going to absolutely love because it is when you're dealing with one of these like low level issues, that's annoying. It's like, oh, I've screwed up cloud in it in some way, and it's hitting the wrong thing or what have you. And no one else can log into it because that's the problem. The ability to share out a serial console where everyone can log into the same serial console and begin to get this thing debugged, which is a problem that everybody has. In the public cloud, this is a problem that we have, right? And I think it's going to be one of those little touches that
Starting point is 00:54:42 we think people are going to really love because it's meaningful. It's not little. I mean And it's I think it's going to be one of those little touches that we think people are going to really love because it's meaningful. It's not well, I mean, it's actually like really, really significant and it's going to have a material effect on the way people are able to do their jobs. So back to the boot up. Yeah, I don't think Adam, I don't think we took you or Jeremy took you all the way. Not deep enough. I want to go take me to the TUI. So, yeah, I'm in the TUI and I've I've uploaded or I'm already in the TUI. So I've uploaded this config. You know, I'm in this thing. and I've uploaded or I'm already in the TUI, so I've uploaded this config. You know, I'm in this thing. What do I see as initial operator? Like, am I, you said this is your own OS,
Starting point is 00:55:12 so it's like. Yep, so you are seeing the, it is telling you like, I'm going to give you a root of trust image, a service processor image and an OS image. And I've done this for each of these sleds. And we are now, this is now in progress for each of these sleds. And we are now, this is now in
Starting point is 00:55:25 progress for each of these sleds. One of the challenges is always how do you deliver a beautiful interface that's also transparent and gives people the details that they need when things go wrong. So we very much have designed that in this in mind. So you're seeing its progress, but you can also get as much information as you want about what's actually happening. And where are we actually in terms of what's actually going on in the system. Again, one of the big advantages of us being more transparent, open source, like we want you to know if this thing goes wrong, where it went wrong and what happened. You've got all these details, but what's actually happening? And then truthfully, that takes like 20 minutes. You can do all that in parallel.
Starting point is 00:56:01 That kind of all comes up. And then your configuration, provided that you've been able to actually connect to via BGP and you've got external connectivity, which you've got to deal with one's own internal network to do that, and we've got the ability to get an NTP server and so on, you're up and you're going to go hit a web console and you're going to go provision. That web console then is going to walk you through a workflow to go get set up with your IDP. What's IDP? Identity provider. Okay.
Starting point is 00:56:31 Yeah, your identity provider for R. So again, in enterprise environments, you've got usually like a SAML-based auth environment. And whether it's Keycloak or some larger, more unwieldy Microsoft products, we were not going to go try to replicate all of that. These are established authentication and identity validation mechanisms. And so integrating into that so that you have kind of a pretty clean workflow for being able to get that stitched together. And now you have, you're the administrator. So now what you are doing is setting up a silo. And that is kind of a boundary for, because one of the other important aspects of this is being able to operate a multi-tenancy. And I know like multi-tenancy gets thrown around
Starting point is 00:57:17 a lot, but the necessities of having both delivering kind of quality of service guarantees to customers while having complete isolation is one of the very complicated and hard elements of running a cloud. And something that has been very difficult for Axton systems providers to get right who are selling on-prem, even some of the kind of hyper-converged folks that entered the market in the last five, 10 years, this notion of multi tenancy is a pretty tricky one to get right. But in the Oxide system, you're basically setting up a silo or a number of silos, depending on your customers that you're serving. So you, Adam, have like two different departments and you would have those sort of departments in their own kind
Starting point is 00:58:01 of boundary. And then it's as simple as inviting them in and those users can then come in just like they're hitting EC2 or AWS. They can set up their credentials and create a project and they're off and running. They can go deploy instances directly. They can do it
Starting point is 00:58:19 via the API, CLI, or the web console. Yep, web console. Okay. And off they go. Is there installing Ubuntu at that point or their flavor of Enterprise Linux, whatever they decide to? Yeah, they can upload images that they want to run. You can kind of promote those images to be available to everyone in the silo, just someone in the project. So you have the ability to kind of select who you want to have
Starting point is 00:58:45 access to what, as say the project lead. The purpose of this is to enable those end users, whether it's SREs, developers, et cetera, to be able to operate fully self-service, right? It's like get out of the shadow IT where folks feel like they need to go swipe a credit card because that's how they can move quickly and start giving them that same agency on-prem that they have in the public cloud. And then from an operator's perspective, back to you as the administrator, your job is to keep them running, make sure that they have ample quota and that they are, you know, accessing the resources that they need, but you should not have to be in the way in allowing them to kind of run and deploy software and run software, much like the cloud. Very cool. Well, we started the show with saying that you've just delivered your first rack. So congratulations again. How did you know you're ready to like deliver like how did
Starting point is 00:59:45 you know this was hardened to the point where you can deliver on that promise what did it take to get there like how much how bloody are your knuckles how upset are people on the inside to some degree to get there like how do you know how did you know what did you do to know to know that this was mature enough to do that yeah i mean so i think you always have a problem when you're co-designing hardware and software you've got the things that you can kind of revisit and the things you can't revisit. And you kind of said this at the top that when you ship that hardware, that hardware leaves. Yeah. It's out of your control. So the hardware has to be absolutely right. And you really need to drive that to be correct. And there are huge numbers of challenges there in terms of
Starting point is 01:00:25 getting the hardware is hard. And I think actually more directly, the details really matter. And a very small detail can be the difference between hardware that works and a warm brick. And so getting those details right takes a long time. There's a lot of iteration involved. We actually have been pretty transparent about that whole journey. So we've got our and friends, Oxide and friends. The OG and friends. The OG, yeah, exactly. I think we can all be and friends. We're all friends here.
Starting point is 01:00:57 We're all friends here. Yeah. I was telling Joe, I'm like, this is amazing. They have this podcast called Oxide and Friends. How novel. Yeah, exactly. Yes. We've loved getting the team on there in their own voice. So we've been able to shed a light on some things that really have not had a light upon them. So getting the EE team talking about
Starting point is 01:01:18 bring up, tails in the bring up lab have been extraordinary and getting compliance, regulatory compliance. So when you have hardware, you can't just like ship hardware. You've got to actually have the FCC has to certify that you have not made something that's going to interfere with all the electronic equipment around it. And that's, that's compliance. And by the way, the FCC has fixated on the state of the art, which are these one U two U systems. So it turns out when you're building a rack level system and you walk in to go get compliance, they are measuring you against these much smaller systems. And if you push back on that, you're like, well, wait a minute, there's, you know, there's the density of two racks
Starting point is 01:01:59 running inside this one rack. This is the product. They kind of shrug. They're like, I don't know, pick it up at the FCC. Oh. And you just find that, you know, time and time again, there are few in the industry that are thinking at the rack level. In fact, the only demographic that has to think at the rack level are these end customers. Yeah. And that's not where you want to think about it at.
Starting point is 01:02:20 No. Because that's where it's already baked. That's the cake, you know? Right. You know, as we went through this, it's like you can see why this is hard. And compliance was hard. And we got a great oxide and friends talking about all of our adventures in compliance, which, by the way, people never talk about because what happens to compliance stays in
Starting point is 01:02:37 compliance historically because of all of the for any company going into compliance is tough because you're going to find things where it's like, we are emitting, we got this emitted at this particular frequency. We have this emission that we need to go understand and patch up. And so there's a lot of work. And, but once that's done, you've got to have the software ready to go. And in particular, the software that is the most important software to have ready to go is the ability to actually update the software. So there are two elements of software that have to be perfect when you ship. One is the actual root of trust and the ability to actually indicate that this is oxide firmware, to actually sign that firmware and to put it on the root of trust and to lock down the root of
Starting point is 01:03:21 trust such that it can't be impersonated. That has to be done correctly. And that's actually super complicated because that requires the generation of a secret, namely the private key that we generate that is ultimately used to sign that firmware. That's a secret. And how does Oxide keep that secret? And I am convinced that many other companies our size are like, just lock it in the CEO's drawer and don't ever talk about it again. But it's like, that's not really good enough. Because if this secret is going to be used, if you could impersonate Oxide firmware in perpetuity with this, you actually need to go solve a really thorny problem, which is how you generate this securely and how you store it securely.
Starting point is 01:04:13 And that's a whole thing. And so there's something called a ceremony. And this is a technical term, right, in security spaces. And Steve, this is something that you and I learned a lot about, did not appreciate the complexity. You've got to have that exactly correct. And that's a whole thing. You've got to have the ability to update the software. That's got to be correct. The software's got to be able to bootstrap itself. And then you've got to know the software that constitutes that minimum viable product. And there's a whole lot. And by the way, software update is enormously difficult. This is very difficult for Amazon. It's very difficult for a good example of a company that does it really well in Tesla and a company that is struggling because they don't do it well in VW.
Starting point is 01:04:55 Like it has these very, very, very long shadows. If you cannot do a good job of versioning and updating software. And it sounds trivial. I mean, it was the feature that we had to make sure we had gotten right before shipping. And everything beyond that, well, obviously, there's a huge amount of software that ships in this system. It's more software than hardware, which is a bit counterintuitive because we've got a big hardware rack on the website. And it's easy for folks to think about it as a hardware product, which it certainly is. There's a whole bunch of software on there, but update is the fulcrum. I mean, that is the thing that allows for all of the rest of the software to continuously be improved, to go fix things that
Starting point is 01:05:38 are wrong. And we were, again, very, very fortunate that we were able to attract folks that had been working on this problem for their career, very passionate about this problem, that were front and center on working on that. But as Brian points out, that's one of a couple of really, really critical things that we're making is one that we ourselves want to use. So we've got an Oxide rack that runs our software that we are constantly updating and running on ourselves. We are the first customer. We are the first customer. And this is always essential. You know, when you buy a product from someone and it feels like, are these guys using their own product? Because it's like, this thing kind of sucks. Yeah. And if the engineers were forced to use their own product, I think it'd be a lot better. And we are a big believer.
Starting point is 01:06:35 It's something that was instilled in me early in my career at Sun, where a real turning point at Sun, and you talked about errands, about ZFS. And one of the early moments for ZFS was us storing our own home directories on ZFS. And, you know, I'm very proud to be in that first batch of whatever it was, eight people that had all of their data on ZFS. And because we had to go all in first. And that machine, Zion, was a machine that we all volunteered to be on. Part of the reason that we've deployed on ZFS at Oxide is because I've been on ZFS for whatever it has been, 20 years. And when you've walked that trail with your own infrastructure, you have a level of confidence in it because you've been using it yourself. And so we are using our product ourselves. And there's so many things that have
Starting point is 01:07:31 come out of our own use of it, where we have obviously discovered all sorts of issues that need to be improved and so on. But it's also given us the confidence to know that like, you know, what we're building is actually in it to pull this whole thing together required a hardware rack that was to the point that it could really be used. We needed a lot to be in place to be able to even use our product ourselves. And boy, the first demo day that one of our engineers actually did, and you could kind of see him working himself up to it. And Lukeman on our team and Steve, I know you'd been like DMing Lukeman to see if we could actually demo the whole rack together. And that moment where all of a sudden we had all oxide
Starting point is 01:08:12 software running on all oxide hardware and being able to demo that for the whole company is so catalytic and was so energizing. And to realize like every single one of us at this company has been demoed today. And how great is that? When was that, that demo? How far back was that demo? That demo was, I mean, because again, you need all this, like the stuff has to go through a compliance first,
Starting point is 01:08:35 right? Compliance was in January. So, you know, it was in early April is when we were able to actually pull everything together and then start iterating really quickly. And fortunately the software had been developed in in parallel of this year, 2023. Yeah. But if you go back to some of the other milestones of strongly believing that this bird was going to fly, if you go back to the first bring up of the first board, and we did a DeNovo design on the board, you kind of find there's these reference architectures for server boards
Starting point is 01:09:02 that everyone in the industry uses. And if you break the mold, which is again, based on this sort of, it's a PC mold from the 80s. If you break that mold, you're kind of in the wilderness. And you find that this stuff is very poorly documented for the reasons that we have reference architectures that everyone runs off of. And so that first bring up on that first board was in 2021. It was September 2021, right? Yeah, October, because we were getting it up through October, November. And then another big, big, big one was because, again, remember, like early 80s is when the PC industry outsourced BIOS and firmware. And companies like American Megatrends came up
Starting point is 01:09:45 because it was IBM and the clones. All the clones, everyone was consolidating around this outsourced model of, let's have one company or a set of companies write the firmware for all these machines so we don't have to. And the outgrowth of that is you've got this massive proprietary opaque blob of software
Starting point is 01:10:04 on enterprise machines that is not very well qualified and definitely not understood. So ripping all of that out and writing a de novo set of firmware in Rust and getting that to boot on an x86 board was actually maybe the riskiest thing we did. And when that booted up, that was another like, holy, we might make it. It's birkin fly, man. It works. And that was a while ago. That was a long time ago. Then I would say, like on the software side, we've been working on the control plane, the
Starting point is 01:10:39 hypervisor and all that. I had to happen long before we had hardware. So there was another early demo from Sean Klein on our team. And see, let's remember when that demo was when demoing all of the software, not on oxide hardware. So this is on commodity hardware. And that was that was another moment of like everyone's like, holy, we're going to pull this thing off. And that was a year and a half, two years ago. That's a long time ago.
Starting point is 01:11:02 Yeah. So this is on the one hand, it all came together on the rack in April. But this has been going on for a long, long, long time. Because it takes a long time to do all this stuff. One other demo that was amazing. And you could just tell the two engineers, James and Greg, that were doing this demo were just like so giddy. They could barely. But they did a good job of playing it off like it was just another casual demo.
Starting point is 01:11:23 So they had a Minecraft server running. And they're chatting up about their Minecraft activities and who's doing what. Running in the oxide rack, to be clear. Yeah, running in the oxide rack. And one important aspect of any kind of cloud infrastructure is the ability for you to move workloads uninterrupted. So you need to be able to tolerate live migrating things around. And so we're watching this demo and they're small talking and just giddy to give the final reveal. And at the end of this Minecraft banter, they had been demonstrating our live migration. They'd been migrating stuff all over the place with no blips in gameplay.
Starting point is 01:12:07 And again, it was kind of another, because just there's a bunch of aspects of this that you need to go kind of stress test. And it was yet again, another one where the whole company on demo days sitting there just like gobsmacked that this capability was running
Starting point is 01:12:20 as well as it was under the hood. And live migration is one of those, like, again, little things that if you don't do, if you don't build into the first product, then you have these violins of compute that you can't do anything about. And it's very, very important that we're able to migrate things around so we can reconsolidate the rack, so we can service it, so we can pull sleds, so we can add sleds. It's like you need to have this capability, but it's got to be built into the very lowest DNA of the product.
Starting point is 01:12:45 And then we bring it all the way to today and we are going to be finding things that are at the edge of oxide in the customer environment that some of which are smooth and some of which have sharp edges. And the next six weeks and six months and six quarters are going to be continuing to smooth that out and continually improve that so that the product is even easier and getting better as we go. Yeah. So Steve, you mentioned that you're in a hotel room. I'm not sure if you mentioned before we hit record that you're actually on site with a new customer and getting messages now, like this exciting start of the day, messages are coming in. So surely you're going to learn a lot today probably you know and ongoing yes i may have been uh going to my dms occasionally during this to see how things were going it's all good you played it very smoothly thankfully nothing must be that much
Starting point is 01:13:37 on fire because we have had one guest have to just run out in the middle of the show before and i wouldn't have blamed you if you had to, but I'm happily, you haven't had to. I may have muted once or twice, but yeah. No, it's exciting. You know, when you look at on-premise versus not on cloud, is that synonymous? And the reason I bring that up is like, the question really is, is who is an Oxide rack for?
Starting point is 01:14:03 Like what type of customer? And the second question I suppose is this shift for 37 singles to move off the cloud is it should they have bought an oxide rack like is that the kind of you know given you know the prolific move from okay cloud is you talked about rental earlier steve and how you know obviously doesn't make sense to live in a hotel forever is there is that the same song basically? Is that, should 37 singles be a customer or are they a customer type for you all? Who should buy these things? Yeah, I think probably, but I would want to have a conversation with DHH first and make
Starting point is 01:14:38 sure to understand what their explicit use case is. And this first product from ours is not intended to be applicable to every single use case on-premises. It's focused first on general purpose compute. So we are definitely going to have hardware acceleration in the product in future iterations, but there's a large swath of workloads that are well-suited for this. And it's a lot of the on-premises workloads today. By the way, I own a home and I'm staying in a hotel room. So it's also like, there are the right kind of accommodations for the right use case. But the general customer set that we're talking to and that we're engaged with and that we're serving right now are large organizations, typically. So you've got kind of Fortune 1000 regulated industries,
Starting point is 01:15:26 you've got a lot of large institutions that are going to have a lot of need for rental public cloud computing, and also are going to have a lot of on-premises IT infrastructure that they need to support for the next couple decades, as far as the eye can see. And you even ask some of these folks, like the most ambitious public cloud adopters, how much of your workloads do you expect to have in a public cloud only model in five years? And it's hard to find anyone that will even say north of 50%. Is that right? So you have this just massive, massive, and these are measured in hundreds and hundreds of millions of dollars in both places, right? And again, still having to pick from these kind of 1980s architectures
Starting point is 01:16:06 that Brian mentioned and deal with having to then find software. Is that software provider that I'm using today getting acquired by maybe a megacorp who's going to raise prices? And so the large kind of institutions and large enterprises
Starting point is 01:16:20 are the demographic that we are focused on the most right now because those are the ones that have reached out and said, hey, we have spent a lot of time and energy on our public cloud strategy over the last five years. And now we're kind of turning that ray gun on premises and figuring out how we modernize and how we improve that. There's another group that is really interesting and we spent a bunch of time with, and that is the large cloud SaaS companies. Companies that were born in the public cloud, they themselves are now spending as much as large enterprises in the public cloud. And I think the thing that I don't like about the whole 37signals discourse is this cloud
Starting point is 01:16:54 repatriation. It's like, it's time to leave the cloud. It's time to go back to on-premises. And I think that's totally the wrong conversation. What's really interesting is when you talk to these large cloud SaaS companies, they're not saying like, oh, we got to get out of the cloud. It's a racket. We can do all this for less. We can do it better than the cloud. Like, yeah, good luck. You're going to do it better than AWS does it. No, it's conversations that are around how do we grow and go get access to more of our customers' data? In this financial regulated industry, we've got 10% of this four-letter bank's data. How do we serve that bank and help them use our products for 100% of the data?
Starting point is 01:17:36 Well, in order to do that, we've got to extend our platform closer to where that customer is for a bunch of their data. And we can't do that by cobbling together a kit car of five different enterprise providers and building a 500 person engineering team. And that's where, you know, we've had some really, really rich conversations with these folks where they're excited that they've got a vertically integrated appliance that they can land their cloud SaaS platform on top of and go deliver that into a colo, an exchange, places where a lot more of this customer data lives or these customer use cases live. And so we're really excited about that use case because that now allows Oxide in a way
Starting point is 01:18:16 to help extend enterprise software beyond just public cloud use case to a bunch of these other markets. And yes, they will be customers of Oxide. We will be partners because we're going to be, you know, there's kind of a nice virtuous cycle here where it can be kind of a helpful distribution channel that also help these companies to improve latency, you know, grow revenue. And those use cases are much more interesting than like, oh, is the pendulum swinging back out of the public cloud
Starting point is 01:18:45 and back to on-premises? It's like, that's kind of the wrong way to think about it. I've got two really quick questions, and then we'll let you all go. Sound good? Yeah. My first one is, where are you guys storing this secret? Ooh, yeah.
Starting point is 01:19:01 That's a good one. We actually do want to do an Oxide and Friends. Clearly, we're not going to tell you exactly where the secret is stored, but I think we do want to go into some, because I think it's like the technical details are really interesting. I think it's important that we talk about the dot matrix printer that gave its life for the secret. Oh man, I like the sound of that.
Starting point is 01:19:22 Most gave some, some gave all for Oxide. And that matrix printer sacrificed itself for the greater good. Met a Dremel that it wished it had not. It lived a short but important life. Was this like a scene out of Office Space, you know, where they take it out back and... It goes beyond that, though. You can't do that. Oh, yeah.
Starting point is 01:19:41 Because we thought we're like, oh, this is gonna be like PS load letter and we're gonna take it into the field and we're all gonna it's like no no no no no no this is gonna be like taken apart surgically and like destroyed surgically so in particular the dremel goes through the microcontroller because this dot matrix printer why did this dot matrix printer have to die because Because it printed out the secret. It saw the secret. It saw the secret. Yeah. So it might be like,
Starting point is 01:20:07 you can see the secret, but then I have to kill you. You know, the dot matrix printer has died and the, the secret is stored, attended by armed guards. So the, you know,
Starting point is 01:20:17 there fortunately society has some, some apparatus for storing such things. So which landfill is this thing in? Yeah, exactly. That's right. We got, we got Russ Hanneman out there looking for the thumb drive. It's a good, good question. Ultimately, that ends in a safe deposit box at an unspecified institution. That's what I figured. In an unspecified country.
Starting point is 01:20:39 Ultimately, it has to. But I think the apparatus there is really interesting, and it's something that we actually want to get into in the future. It was really fascinating. Just like all of the precautions that you take and that are really important because the secret is super, super important. The secret is company ending. And you have seen this from there are vendors that have lost control of their signing keys. Really? Yes. Oh, my goodness. MSI. This has happened msi wow yeah it's happened recently msi they lost control of their signing
Starting point is 01:21:12 key and it's like you're done it's game over um you can never know what you're actually running on you can't trust what you're running on right right and it is really really important so we we've treated that uh with great care and great rigor. And then we're also, for any customer that's like, because another really interesting aspect of this is documenting this process really thoroughly. So a customer, we obviously can't tell you what the secret is, but we can be very transparent about all of the steps that we took to go secure that. So there's a very crisp audit trail. So we know exactly who was there, how it was done, all of the steps and procedures that we took.
Starting point is 01:21:51 You've got when it was done and so on. So it's pretty neat. That's cool. You guys should publish that ceremony, like not the details, but just the general flow and like how to really keep a secret kind of thing. That'd be a cool blog post or GitHub repo or something. Oxide and friends. There you go. Well, your hub has got to be the podcast, right?
Starting point is 01:22:08 And everything else is the spokes. So I agree with that. That's right. Put on the podcast first. While we're on the podcast conversation, I think podcasting's moment has kind of passed in terms of there was a time where it was like everybody had to have a podcast. And I feel like people have kind of moved on the general consensus, but brands have wanted to have podcasts. Some have podcasts. It seems like it's a great thing for a brand. So many of them make podcasts that nobody wants to listen to. And you guys have a podcast that everybody wants to listen to. You're also a brand, so to speak, you're a company. And I'm just curious, like, do you have a strategy? Is there like a strategy around this?
Starting point is 01:22:43 It's just like, you just like to talk on on microphones or like is there a content strategy going on here or is it just like we like to talk on the microphone we should talk about on the metal first because I think that was the first version of the podcast was on the metal and the strategy such as it was behind that because it was also selfish in that we wanted to talk to people that had been there as computers were built over the last couple of decades and found that there was not a lot of recorded history of it. I mean, obviously thousands of books written, but there wasn't a lot of audio kind of telling the stories of computing in the seventies and eighties and nineties and two thousands and even more recently. And we were seeking and kind of were fortunate to run into or know folks that were at that
Starting point is 01:23:30 hardware software interface in the earliest days of Honeywell and Intel and getting them on record telling those stories. I think we had a pretty good instinct that this was going to be content folks would want to listen to. But that historical themed kind of how we got here, like why we are in the state we are, was really compelling. And I think strategically, the thing that was clearest in our mind was that there are other technologists out there that would like to join us. And they're going to be folks that we've never met. They're going to be out of our network.
Starting point is 01:24:02 And the podcast was a way of putting the content in front of them that we knew was compelling and we think that they would find compelling too. Such as the initial strategic thrust was, this is a way to help build the team. Yeah. It felt like it was a bit of a bet, but not much of one because it just felt like this was pretty obvious. I don't think we were expecting just how quickly it would bear fruit. So we got that first episode out of On the Metal with Jeff Rothschild, who is an extraordinary technologist, founder of Veritas, very early Facebook.
Starting point is 01:24:37 First VP of engineering at Facebook. Early Intel. Yeah, it was early Intel way back in the day. And Jeff's extraordinary. And he was so generous with his time and really terrific conversation with Jeff. That podcast drops. And six hours later, I've got someone coming in on LinkedIn saying, I just listened to the podcast.
Starting point is 01:24:58 I am leaving Facebook. We've got to talk. And that was Arjen Rutzauer, who is one of our founding engineers. Arian was the first one that was like totally out of network for us. But Arian is such an important part of who Oxide is. And we share values with Arian because he was attracted by the podcast that we put out there. And he's like, the folks that make this, I want to talk to these people. And early on with those stories, we knew would be attractive to the kind of technologists. What we knew, the thing that we knew that I think investors didn't necessarily know
Starting point is 01:25:38 is that the world, technologists, customers knew that it was time for this company. And that if we could put the bat signal out there saying, hey, here's what we're doing, come join us, we knew that technologists and customers would raise their hand. And so that's kind of the strategy, such as it is behind the podcast was, it's a way of getting that bat signal out there. By the way, it's doing it in a way in a vector that we just love. We love podcasts. We love listening to them. We, we think it's a really important vector.
Starting point is 01:26:10 So yeah, it was on the metal was huge for us, but we didn't talk about oxide at all, except for some, a couple of advertisements that listeners listen. Cause we just, you know, recorded a couple of like tongue in cheek ads and listeners after they had listed, you know, the 10th on the metal 12th and got the same ads. They started just protesting, like, please God change the ads. We actually had one listener submit a ad for us and just say, just use this. Like we'll start creating ads for you. But we didn't talk about oxide at all. And I think the morph into oxide and friends was not specifically just to talk about Oxide more. There's plenty of topics on there that have absolutely nothing to do with the space and some of the problems in no one talks about. No one talks about bring up because bring up is ugly,
Starting point is 01:27:10 especially on first boards, first systems. And no one talks about compliance because, again, there's a lot of warts. It's ugly. And folks are scared to expose that to their customers. They're scared to expose that to the market. And what we've found is that that transparency has actually endeared us to this demographic of customers because they love that they get to see it all. They kind of get to see where it came from, how it was built, who built it, why they built it. And that level of transparency where even myself, like five, 10 years ago in my career, you're always like, ah, do we really want to share this? Do we really want this out there? And you're thinking of all the downside, right? And once you start sharing stuff and you see that positive feedback loop, it emboldens you to want to share more and more and more. And I can say we are definitely not at risk of sharing too little. No, not at all.
Starting point is 01:27:59 I mean, it's all contextual. That's the problem. Like people get so scared about sharing. I mean, obviously the printed secret with the dot matrix, that when you keep you know very close yeah but like your ideas some of them are worth keeping close to the vest but not like secret forever and they're all contextual like what you are doing is maybe drastically different than what most are doing and they're not in the same space so they can't just like transplant this great idea i heard on this podcast from steven bryan and bam my company's successful It's just not like that. You know, so many people are just not building in the public and not like literally sharing every possible secret thing ever. Like there's some things that you do keep that just should remain private, but like most of it, just put it out there.
Starting point is 01:28:39 Cause you'll probably attract the better people you want to work with anyways. You just made a really important point, which is like someone that you might worry about wanting to take an idea and go do it. You find that some of those people actually join the cause. They want to join you. Or they become customers instead of wanting to go build for themselves. And they're like,
Starting point is 01:28:55 hey, I don't want to take on all that risk you all did. Like everything you all did, that's amazing. I just want to work with you all, not instead of you all. 100%. That's right. And I think also we knew that our customers, because we'd been our customers, that the customers in this space for on-prem computing have been gaslit by their vendors.
Starting point is 01:29:13 And their vendors are not just not transparent, they're deliberately opaque. And when you are responsible for running that infrastructure and the system is misbehaving and you feel that everybody is lying to you or otherwise obfuscating what you know to be the truth, namely the system is not working. We knew that a real differentiator for us would be that transparency. And we've gone to an extreme that I think is terrific in providing this bright light into these things that have not had a light upon them. And that's not just opening up all the software, although we've done all that too, but is getting all these engineers to talk about the actual real experience of getting this stuff done and brought up. And actually, I think I just
Starting point is 01:29:57 dropped this morning, actually, there's a GoToChicago talk that I gave on the rise of social audio. So Jared, you were saying that kind of the time for podcasting maybe has passed. I think we are in a golden age for social audio. I think social audio is really, really important. I think it captures something different than we get through these other media. And I think that the, so actually Oxide and Friends was actually born on Twitter spaces.
Starting point is 01:30:25 So- Yeah, I remember you telling me about Spaces back last time we talked, you were big on it. And I don't think you were making it a podcast back then. It was just Spaces only, wasn't it? We started recording really early. So we realized that, and fortunately we didn't record the first one. That's a bummer actually. Well, what we learned is actually someone did record it.
Starting point is 01:30:44 Oh, they did. Always be recording. And they always be recording. I absolutely agree with someone did record it. Oh, they did. Always be recording. And always be recording. I absolutely agree with you, Adam. Always be recording. Always be selling. Just transplant to be recording. Always be recording is an Alex Bloombergism and a-
Starting point is 01:30:54 Oh, is it really? That's Alex Bloomberg. That's Ira Glass, This American Life. Always be recording. I didn't know that. I thought I invented that. Jeez, this whole time. Just have a good idea like somebody else.
Starting point is 01:31:04 Okay, fine. There you go. And it is really important because you get, it's a different medium. So, I think social audio, and so this GoToChicago talk I gave on the rise of social audio and why it's important for engineers. So, what I would like to see, I think that actually, I think people focus too much on, oh, I need to create like this well-edited, well-produced podcast. Obviously, love the changelog. That's great. It's a lot of work too. Social audio, throwing a Discord out there, recording it, and throwing it out via an RSS feed is not a lot of work actually. And getting engineers in any, I think any company, getting technologists, getting people that are solving real problems together and talk about the struggles they had together solving these problems in detail, but one of our problems societally is that we have
Starting point is 01:32:07 done too good a job of insulating one another from the details of what we're building. And as a result, like when people look at the phone, it just feels magical. When they look at the cloud, it feels magical because we've been insulated from the actual details and from the humanity that's involved in building these things. So I think it's actually really important that we talk about these details so we can let people know that, by the way, yes, there are people that are still building computers. And yes, it's interesting and it's hard and it may speak to you. Maybe you're
Starting point is 01:32:45 interested in these details intellectually. Maybe you're interested in these details at a deeper level where it's a deeper calling. And I think one of the disservices that we have done to young people especially is to imply that everything's been done and everything's solved. And it's definitely not. And we're all out here solving real problems, but we need to be transparent about that so people can get engaged and see that. So sorry, that's a much bigger answer, I think, than you're probably anticipating, Jared. No, man. I like that answer a lot. All answers are good answers. We are big, big social audio proponents, not on Twitter spaces anymore. Thank you. No thank you on that.
Starting point is 01:33:17 I want to get off Mr. Musk's wild ride, but we are on a Discord that we then record. And that's been a really, actually, that's been really important because it gives you a chat vector. So you've got people can type comments and then you've got people speaking on stage. And which is really, really helpful because it allows people to participate. There are lots of people that want to participate in the conversation, but don't actually want to raise their hand and speak. And on Twitter spaces, the only way to participate in the conversation was to actually like take the mic and speak. It's really nice on Discord to have people be able to like point to links or contribute to the conversation in a way that doesn't require them to do it. And then if they want to get on stage, they can get up on stage, too. So it gives you that flexibility.
Starting point is 01:34:03 Huge proponents of social audio. And yeah, again, this go to Chicago talk just came out today. Is this your next company you're going to try and build? Right. Or is this just like a, it's such a, I think it's like open source, actually open source is not a business model. Open source is a technique, a tactic, something you do as part of building a different kind of business. And it's the right way to build a different kind of business. Open source is not a business model for us. Open source is something that we do as part of who Oxide is. For me, social audio is not a business.
Starting point is 01:34:33 Social audio is part of what we do at Oxide as part of who we are. What Steve and I are in our nucleotide base pairs, we are this computer company. The next business is this one because we believe that we're building a generational company. Well, we got to, Adam, in order to be able to release to the home lab at our 2050 keynote.
Starting point is 01:34:52 Yeah, we have a lot of work to do. I know, man. You got to commit 2050. That's right. You can't have another business. 2050 coming to a home lab near you. What the heck will that be 2050 doing? I don't think I'll be playing with it.
Starting point is 01:35:06 So you got to do it faster. Can we do it like 2030? Maybe I can do 2040 maybe. But 2030. We'll split the difference. 2040. 2040, but that's a last and final offer. Yeah, let's shoot for 2030.
Starting point is 01:35:19 We'll take it. All right, guys. Thanks so much for hanging out with us. This was fun. Oh, this has been a lot of fun. I love what you're doing here. Yeah, this has been fun. I like this change log in friends thing.
Starting point is 01:35:30 Yeah, it's good. Thank you. Sweet. We'll have to get you on to Oxide and Friends. We'll do a crossover episode. Happily. We'd love to. What you need to do is send us a rack
Starting point is 01:35:37 so we could test out and do fun things. Let me truly speak contextually. Or you know what? Here's one better. Come full circle. Invite us to your next customer install. And as media, we'll come there and help you document some of the stuff. We'll do some fun stuff.
Starting point is 01:35:50 That'd be fun. Why don't you come to our first customer install at Oxide? Okay. When's that? Is that in the past? Up to Emeryville. We've got live running kit. We've got the whole history of boards kind of laid out.
Starting point is 01:36:01 Yeah. Oh, that'd be fun. It'd be great to have you up. Cool. Let's do that. All right, guys. All right, friends. Thank you so much. Bye, Yeah. Oh, that'd be fun. It'd be great to have you up. Cool. Let's do that. All right, guys. All right, friends. Thank you so much.
Starting point is 01:36:08 Bye, friends. Bye, y'all. Jared, you got to bone up on Silicon Valley, man. Silicon Valley. I got a lot of work to do. Thanks, Zachary. Get on it. Come on, Donald.
Starting point is 01:36:16 All right. See you. Thanks. Come on, Donald. That's awesome. I think I made my case pretty clear during this podcast. So Oxide, Homelab Edition, Oxide the Home Cloud, whatever it might be called. At some point, I'm rooting for Oxide to dominate and really just serve a ton of value to the full server rack marketplace that really needs it to have the cloud on
Starting point is 01:36:45 prem, the cloud in their data center, not someone else's cloud. Okay. So once again, thank you to our partners, Fastly, Fly, and also TypeSense. And those beats from Breakmaster, just so good. So good. Well, it's been good having you here today. This is it for this episode of ChangeLoggingFriends. But hey, come back next week.
Starting point is 01:37:10 We'll see you again soon and talk some more.

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