Metaphorical fans, but also fans, and everything else. It was an example from the blog post. I looked at that super innovative and cool backplane. Sure, warranty covers it for the first N years, but then what? What happens when things turn into a Tesla situation and you get horror stories of delays and poor results?

I think 'commodity' is generalized at this point. Given the choice of Supermicro and Oxide. I'm going to pick Supermicro. They can deliver me a clean rack of machines too. Why would I go with Supermicro? Big company, lots of products, lots of choices, I can work with them to get what I want.

Oxide is too singular. It is one rack, one design, one set of specifications. Don't get me wrong, there is some value in that... and I'm sure you'll sell plenty of hardware, but I'm not finding the value in it for myself. That's the part that I mean by 'commodity'.