I think it would more play in the space of a NetApp/Cisco FlexPod or VCE's Vblock, but what those customers are really purchasing is the certified validation of core enterprise apps on a particular hardware/software stack, as well as the massive engineering and support organizations that those companies can bring to bear to validate firmware upgrade and to swoop in in the event of an issue. You also seem to get a LOT more flexibility.

I am not a hater in the least but I really am failing to understand what is unique about this offering. It seems like you have no options regarding the internals, and so scaling compute separately from storage doesn't seem possible. I also am very suspect about offerings like this that have not yet released a second version of their key parts. Everyone says that they are going to be backwards compatible, but then the reality of managing heterogenous generations of gear in a homogenous fashion strikes and you get weird behavior all around.

Long story short, I would love to know what a customer of this scale of physical infrastructure is getting with Oxide that they would not be better served by going to one of the major vendors.

We use Nutanix where I work and this has made everyone very excited. Though they would need something similar to Nutanix CE to make us switch entirely (i.e. the ability to run non-production unsupported on commodity hardware).