I would say Oxide is inflexible and non-customizable since they have exactly one hardware configuration and few software features at this point. Their claim is more that their rack works and everything else on the market is full of bugs.
I'm not an infra engineer, but this claim "everything else on the market is full of bugs" might be the killer app. Of course, it needs to be true. What if they iterate to an insanely stable embedded code base (BIOS, etc.)? Then, continuously upgrade the hardware to use the latest CPU/RAM/NVME. I could see that being very valuable.
I fully expect there will be data-loss bugs and poor performance during recovery in their in-house distributed block storage solution. That's just in the nature of the problem domain, and this is all new code:
