I don't think we'd ever go with the "we don't have competitors" line, it's not serious. The competition is more AWS, GCP, and Azure than it is Nutnaix though, they can't provide a similar experience or economic value when they don't make or control their own hardware. That doesn't mean we never see Nutnaix, but it's not the most apt comparison. As Alan Kay famously said, "People who are really serious about software should make their own hardware" - otherwise you'll be stuck at the intersection of support and scaling pains long term.
importantly, you don't pay for it as a service, you buy it and it's yours. like buying a cloud in a box, instead of having to build it yourself with various server, storage, networking, and software vendors it all comes ready to use.
And, interestingly for Oxide, rack scale solutions from HW vendors might not be suited for your company's workload. Their solution isn't all-in on AI, from what I understand.
Disclaimer: this is my work and blog. I wanted to catch up in a Folding@Home competition but found a lot of documentation on how best to run it in the cloud was out of date, this is a narrative of my journey to solving for this w/ a more formal guide to come soon. Thought it might be interesting to folks here as well!
