I do feel like Oxide are qualitatively different from the others pjlmp mentioned because they're staying commodity in key interfaces like CPU ISA / OS / ecosystem (thing with big network effects) and mainly focused on fixing the control plane / management / architecture mess.
The others suffered "ecosystem collapse". With Oxide you won't be stuck on a "burning platform", your main risk is that the value prop for the hardware & management experience doesn't play out.
Right -- customers don't have to port their stuff to a new platform or arch or anything. It's just normal x86_64 Linux/Windows VMs, or Terraform if they're so inclined.
The others suffered "ecosystem collapse". With Oxide you won't be stuck on a "burning platform", your main risk is that the value prop for the hardware & management experience doesn't play out.