Emeryville, CA
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Announcing general availability of the world's first commercial cloud computer oxide.computer/blog/the-clou…
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Oxide Computer Company retweeted
My full @MTSlive segment is up -- and I definitely stand by my Richard Scarry recommendation
piped.video/QVbAFGakkY4?is=Y-kF…
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Oxide Computer Company retweeted
Video is now up! piped.video/watch?v=3kbPyuAt…
Slides from my keynote this morning at @rustconf on the history of Rust at @oxidecomputer; video to come!
speakerdeck.com/bcantrill/ru…
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Oxide Computer Company retweeted
Slides for my #monktoberfest talk today, "Execution in the Kingdom of Agents: Reflections on Abstraction and Complexity"; video to come!
speakerdeck.com/bcantrill/ex…
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Oxide CTO @bcantrill says the future is full of things we can build but still won’t, because economics kills more sci-fi dreams than technology does:
"What does powerful even mean? We've already accelerated ourselves into science fiction as far as I'm concerned. This is science fiction. Let's call it what it is."
"I'm a bullseye Gen X-er. I've got my space Lego set. We were gonna have moon colonization. We were gonna have flying cars. We were gonna have jet packs. We were gonna have supersonic travel everywhere. None of that has come to fruition."
"My grandfather flew in a Concorde exactly once. He said it was very uncomfortable. It solves one problem, but it creates a bunch of other problems that we as a society are not that interested in. We don't want sonic booms all the time."
"Efficiency matters. The cost matters. The economics matter. People get divorced from the actual economics of these things, and economics is the driver of everything. Sometimes people chalk up to politics what is actually economics."
@oxidecomputer
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Oxide CTO @bcantrill predicted the iPhone almost perfectly in 2003, then thought it would flop, and says AI doomers should audit their failed predictions before making bigger ones:
"Do predictions and write them down. Predictions tell you more about the present than the future."
"I made a three-year prediction in 2003 that Apple would introduce a new must-have gadget called the iPhone that would be a combination cellphone, MP3 player, and digital camera, which is exactly what they did. I also thought it was gonna be a flop."
"I had a bunch of operating system kernel people together every year to make predictions. Not one of us predicted cloud computing."
"What is frustrating to me about some of these doomsayers is, can you go back to some of your past predictions which have been wrong at this point? Kudos to Hinton for coming back and saying, 'I was wrong.' We need a lot more of that."
@oxidecomputer
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Oxide CTO @bcantrill says AI extinction talk "escaped containment" from Silicon Valley, only to run into a basic question from family members:
how exactly does this lead to extinction?
"In the larger world, the commonsensical world, these arguments don't carry the weight that they do here in Silicon Valley. People have the natural question of, 'I'm a gym teacher in Little Rock, Arkansas, and I'm trying to understand how that would lead to my extinction.'"
"Nope, it does not lead to your extinction, and sorry, on behalf of everyone in Silicon Valley, sorry that we've let this escape containment into mainstream discourse, implying that you should be afraid for your life and the life of your kids."
"It's convenient to talk about x-risk and divorce it from the underlying humanity, but you're talking about my kids and my sibling, my mom."
@oxidecomputer
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Oxide CTO @bcantrill says the people promising to "automate the economy" should spend a day in a factory, because much of the physical world isn’t even in the software loop:
"People would benefit from going, working in a factory, going to a mine. Go into the actual industrial economy that people are talking about. It doesn't work the way you think it does."
"It reminds me very much of the hysteria before Y2K. Ed Yourdon was saying that in New York City, you will not have water on January 1st, 2000, because there are microcontrollers that control the water system."
"They interviewed the person that runs the municipal water authority. He's like, 'Do you understand how water works in New York? Do I need to send you a memo on gravity? The water is in the Adirondacks. It flows down to New York City.'"
"People need to spend more time reading Richard Scarry. Learn how the world works, and then you can learn what the actual perils of automation might be and might not be."
@oxidecomputer
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Oxide CTO @bcantrill argues Geoff Hinton’s 2016 call to stop training radiologists shows why AI expertise doesn’t make you an expert in every field AI touches:
"I thought Jensen did admirably, but I thought the questions from Klein were honestly terrible. He was admonishing Jensen for not deferring to the expertise of AI experts, like pioneers like Geoff Hinton."
"Nothing against Geoff Hinton, but Geoff Hinton is not an expert in radiology. If you wanna weigh in on radiology, go spend some time with radiologists. Work a shift with radiologists."
"In 2016, Hinton says, 'We should not be training radiologists.' You can easily imagine an aspiring physician in 2016 who comes across this article from a putative expert and thinks, 'I'm not gonna do that.' Meanwhile, we need radiologists."
"This is true across so many of these domains where these guys weigh in on things that are not their domain of expertise."
@oxidecomputer
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Oxide Computer Company retweeted
I'm in the @MTSlive studio now and very much looking forward to this conversation with @theojaffee -- join us live in a few minutes!
MTS is live and we're covering:
- FTC escalating AI safety investigations
- GLM 5.3 finding over 4,000 vulnerabilities
- Updates from the Superintelligence Accord signing yesterday
Followed by some amazing guests:
@bcantrill Co-founder and CTO at Oxide talking about AI doomers speaking outside their expertise
- @ashleyekramer Chief Revenue Officer at ElevenLabs talking about the release of Eleven v4
- @ArchieHall Economics Editor at The Economist talking about AI-written speeches taking over politics
- @a_golshan Senior Director of AI Software at NVIDIA discussing the Open Agent Safety Platform
- @petergyang Founder of Behind the Craft talking about how he's been using AI to automate workflows & some updates from yesterday's OpenAI Dev Day
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Oxide Computer Company retweeted
Such an underrated episode.
piped.video/1q2Dw57flPA?si=iTrl…
startup with a unique philosophy. Thank you for this gem @oxidecomputer
🙌 New episode with @bcantrill!
Bryan Cantrill returns in the wake of @oxidecomputer’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)++
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Oxide Computer Company retweeted
You still can’t vibe code something like this.
@oxidecomputer ✨
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Oxide Computer Company retweeted
No Oxide and Friends today, but we'll be back next week! Meanwhile, if you happen to have missed it, our recent For Want of a Resistor episode has turned into an instant classic
oxide-and-friends.transistor…
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Oxide Computer Company retweeted
As part of our annual @oxidecomputer meetup, I added three new logos to our wall honoring our forebears; how many can you name?
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Oxide Computer Company retweeted
On-prem is back.
Eclipse CEO Lior Susan says a lot of industries never stopped needing it for security, latency & cost, & AI is making their bet on @oxidecomputer look even better:
“Our view starting the company was: not everything is going to move to the cloud.”
“There’s a lot of industries that still want to do on-prem for security, latency, & cost.”
BREAKING: Rare Interview w/ @EclipseVentures Co-Founder & CEO Lior Susan
Eclipse turned $147M into a $2.5B Cerebras stake.
$12.5B AUM. 90 companies. 30 built in-house. $40B–$50B in portfolio commercial deals last year.
Lior goes deep on the $100T physical-world opportunity, Eclipse’s Venture Equity model & why free cash flow beats gross margin.
Fund Stats:
› $1.3B raised in April across Fund VI + Early Growth III
› 17x on Cerebras at the $185 IPO price
› Portfolio companies raised $15.9B in 2026 alone
› 30 of 90 companies built in-house through Venture Equity
› $40B–$50B in commercial deals signed across the portfolio last year
"We never thought of ourselves as venture capital. We call it operators with capital because we are operators with capital."
Founded in 2015 by Lior Susan alongside Silicon Valley legend Pierre Lamond, who worked with Gordon Moore at Fairchild Semiconductor, helped build National Semiconductor & spent nearly 3 decades at Sequoia.
Eclipse bet early on the physical world across semiconductors, manufacturing, robotics, defense, energy & infrastructure.
Portfolio: @andrewdfeldman x @cerebras, Parallax, Prime Minute, Anduril, Wayve, Redwood Materials, VulcanForms, Bedrock Robotics, True Anomaly, Ursa Major, Oxide, Bright Machines, Verkada, Mytra, Peak Energy, The Nuclear Company, Reliable Robotics, Skyryse, Mind Robotics & ALSO.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Lior Susan, Founder & CEO at Eclipse
(01:02) The story behind Eclipse
(02:35) How Lior met Pierre
(05:54) The culture Pierre brought to the team
(07:33) Why physical companies need operators
(11:21) How Eclipse decides what to build
(12:35) How Mind Robotics was spun out of Rivian
(15:41) Why Lior started Eclipse
(18:21) Why building physical companies is so hard
(20:53) Why there are only 3 major memory companies
(21:51) Why hardware can beat SaaS economics
(24:33) Inside Eclipse’s physical industry bet
(29:15) This is the best time to build
(31:01) The Redwood Materials story
(32:35) The "Second Act" of physical companies
(33:20) Building moats in the Physical World
(34:05) Why on-prem infrastructure is coming back
(36:01) Building the "Eclipse Economy"
(40:08) Why physical infrastructure creates jobs
(41:19) From banana farmer to VC
(43:37) What it really means to support a portfolio company
(46:00) Who inspires Lior?
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Oxide Computer Company retweeted
At our @oxidecomputer off-site this week and our badge and lanyard design is chef's kiss. Thank you @lenjaminbeonard!
ALT An Oxide-themed badge and lanyard sitting atop a graphite-colored laptop. The lanyard is rounded material with gray and light green accents and the badge is paper with a semi glossy gray background and light green accents.
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We're excited to partner with @Carahsoft and @craigabod: together we're enabling public sector organizations to own their cloud with the on-premises Oxide Cloud Computer:
buff.ly/Jl3o6A9
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Oxide Computer Company retweeted
Homage shirt #4 memorializes a company that burned fast and bright -- and whose operational miscues gained eternal life as an eponymous effect
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