You might be right but if a customer won't have the size/scale, it won't value the unique proposition from Oxide. I hope I am wrong because it would be great to see a new player with a fresh perspective in the hardware market.
Bryan Cantril claims the cost of running these could be worth it for many small companies, and if you compare it to EC2 costs for running let's say a CI I find that easy to believe. Maybe it won't be cheaper than Hetzner and co. but that's not what they are competing against on a product level.