> but I feel like you could level the same criticism.

Exactly. Oxide builds machines for the few companies that won't go with Azure or AWS, or that got so big Azure and AWS are no longer competitive (and it takes A LOT to be in that space, because pricing is ridiculously flexible). This is a niche market.

The question I always ask is "why would I deploy my software on your platform?". The answer is, most of the time, I wouldn't. I don't want to play platform bingo with company money.