Logbot (Aug 15 2025 at 16:45): Logbot (Aug 15 2025 at 16:45):Bryan Cantrill returns in the wake of Oxide Computer Company's $100M Series B. Bryan tells us how he's avoiding an appearance on Silicon Valley (ding), why their uniform compensation is working, where Oxide fits in the AI datacenter, what scaling to 50+ rack orders looks like, and more. (GitHub has no CEO and saving Intel)++ :link: https://changelog.am/106
| Ch | Start | Title | Runs |
|---|---|---|---|
| 01 | 00:00 | Let's talk! | 00:38 |
| 02 | 00:38 | Sponsor: CodeRabbit | 02:39 |
| 03 | 03:17 | SV & Friends | 04:33 |
| 04 | 07:50 | Why $100 million feels right | 09:06 |
| 05 | 16:56 | Purse management | 03:20 |
| 06 | 20:17 | Money mechanics | 09:22 |
| 07 | 29:39 | Crossing the chasm | 04:35 |
| 08 | 34:14 | Sponsor: Depot | 02:12 |
| 09 | 36:26 | Starting to believe | 03:10 |
| 10 | 39:35 | So much on-prem | 05:33 |
| 11 | 45:09 | Uniform equity? | 06:15 |
| 12 | 51:23 | Only ones doing it | 08:25 |
| 13 | 59:49 | But does it scale | 02:12 |
| 14 | 1:02:01 | Scaling support | 02:24 |
| 15 | 1:04:25 | Vigilant hiring | 03:11 |
| 16 | 1:07:36 | SV by Tarantino! | 00:30 |
| 17 | 1:08:06 | Mo' money, mo' managers | 02:55 |
| 18 | 1:11:01 | Oxide in AI datacenters | 05:27 |
| 19 | 1:16:28 | Scaling sales | 01:31 |
| 20 | 1:17:58 | Compensating sales | 00:51 |
| 21 | 1:18:49 | Delivering a 50-rack | 05:27 |
| 22 | 1:24:17 | Inventory concerns | 02:20 |
| 23 | 1:26:37 | Lead times | 02:13 |
| 24 | 1:28:50 | Technical achievements | 04:25 |
| 25 | 1:33:15 | Team pride | 03:34 |
| 26 | 1:36:49 | Bye, friends | 00:17 |
| 27 | 1:37:06 | Closing thoughts (join ++) | 02:51 |
Matt Johnson (Aug 16 2025 at 01:15):Excited to see Oxide growing with more of an ability to provide better foundations for computing infrastructure!
Loved the ++ bonus at the end, thanks!
Matthew Sanabria (Aug 16 2025 at 05:38):Excited to listen to this episode!
Andrew O'Brien (Aug 16 2025 at 13:09):Okay, I’m blanking and Google isn’t helping: what was Piper Pulse?
matt wilkie (Aug 16 2025 at 18:24):I'm intrigued by the company organisation, universal compensation, and holding to a high bar for bringing in new folks. The idea is very attractive. I wonder though, long term, where does the next generation come from? Fast forward a decade or two. People only hire peers, the best. Well now I'm 20 years more expert, so would be my peers. How does an enthusiastic pimply faced know-nothing get aboard the ship?
Bryan Cantrill (Aug 16 2025 at 23:10):Andrew O'Brien said:
Okay, I’m blanking and Google isn’t helping: what was Piper Pulse?
You're in for a treat: the sequence on Piper Pulse remains one of my favorite bits of the show, loaded with real wisdom. (This also ends with a Silicon Valley reference that I make only to myself, but assuredly too frequently: "Bad system. Didn't work. Thank you.")
valon-loshaj (Aug 17 2025 at 13:18):Oh damn…why’d i click that link :sweat_smile:
Now I want to to rewatch the series again :see_no_evil:
Andrew O'Brien (Aug 17 2025 at 21:02):Oh man, I forgot all about that part… because I try not to think about the horrible Welchian stack ranking system in my past.
Loved the point about how much of our brains are spent thinking about comp because as soon as I left there I had a similar realization.
Andrew O'Brien (Aug 17 2025 at 21:09):Question I had after finishing the episode: when you go for a Series B, are you talking to a different level of firm than Series A? I see USIT led this round and Eclipse led earlier ones.
Last updated: Aug 18 2025 at 01:38 UTC