> I think quite often when we assume 'most want to fair bit of control' is just not true. Enterprises want something that just works, they want control if they can't have something that just works.
That's not what I'm assuming here. Read carefully, I divide the market into 3 categories. Those who support their own VM image software and hypervisors, those who support neither, and those who support VM image but not hypervisor.
First is Amazon, Google, Facebook and the like (and it's not an assumption we can see their public contributions to KVM, QEMU, etc., and hear their talks about some of what they use internally). Second is "enterprise" who wants something that just works. Third is ? and would they want to support their software on a niche hypervisor?
> If that was the case and nobody running any of these would run their rack, then I wouldn't think they would not have received any funding. But I don't know enough about these certification process to really comment.
Well it is the case that enterprise (supported) software is not just supported on any hypervisor. https://access.redhat.com/articles/973163 RHEL runs on their own KVM as well as MS, VMware, some cloud vendors. Some application software also gets certified to hardware and hypervisors, not just operating system (e.g., SAP does this).
> Non of these come with a fully integrated rack.
It's not fully integrated if it doesn't come with the guest software though, is it?
> The competition would be somebody willing to buy a rack of Dell servers with VMWare software. Or somebody willing to buy a rack of Dell server and then use RedHat and set up all their own cloud style infrastructure.
Right. And the problem for Oxide is that the competition will have fully certified and supported operating system and application software for their virtual machines.
That's not what I'm assuming here. Read carefully, I divide the market into 3 categories. Those who support their own VM image software and hypervisors, those who support neither, and those who support VM image but not hypervisor.
First is Amazon, Google, Facebook and the like (and it's not an assumption we can see their public contributions to KVM, QEMU, etc., and hear their talks about some of what they use internally). Second is "enterprise" who wants something that just works. Third is ? and would they want to support their software on a niche hypervisor?
> If that was the case and nobody running any of these would run their rack, then I wouldn't think they would not have received any funding. But I don't know enough about these certification process to really comment.
Well it is the case that enterprise (supported) software is not just supported on any hypervisor. https://access.redhat.com/articles/973163 RHEL runs on their own KVM as well as MS, VMware, some cloud vendors. Some application software also gets certified to hardware and hypervisors, not just operating system (e.g., SAP does this).
> Non of these come with a fully integrated rack.
It's not fully integrated if it doesn't come with the guest software though, is it?
> The competition would be somebody willing to buy a rack of Dell servers with VMWare software. Or somebody willing to buy a rack of Dell server and then use RedHat and set up all their own cloud style infrastructure.
Right. And the problem for Oxide is that the competition will have fully certified and supported operating system and application software for their virtual machines.