Oxide is a moonshot, it requires companies to fire a lot more suppliers than VMware. Which is easier said than done. A lot will depend on if Oxide can find their early niches: they're a long play (years) before they crack the mainstream or are truly competitive with, say, VCF on VxRail, for the average talent ops team. Long run it's clearly going to be better, but short run they have to pick their battles.