Yeah I think this is the interesting question. My (naive, uninformed) interpretation is that Oxide is betting that there is some area in the overlap of the venn diagram between "people who have reasons not to run their businesses on the public clouds" and "people who are not suits but technologists and care about the user experience of setting up and maintaining their infrastructure because they want to do it themselves / without hiring lots of people and service contracts".

I'm not sure how big that space is, or whether it is likely to grow or shrink over time, but I'm intrigued by the proposition they're testing here!