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    Technology

    Sourcery

    Interviews with the top Investors, CEOs, & Founders

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    Latest Episodes:
    Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies Feb 01, 2024
    Show notes

    Summary

    In this podcast episode, Molly O'Shea interviews Xander Oltmann about his venture capital fund, Commodity Capital, and his investment thesis on complex, vertically integrated monopolies. They discuss the challenges and opportunities with declining software development costs, if SaaS is really dead, and where AI comes into play. Xander shares his insights on the competition with multi-stage firms and the dislocation in valuations and prices. He also highlights some of the companies in his portfolio, such as Hadrian and Armada, and shares his 2024 predictions.

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    • Molly O’Shea

    • Xander Oltmann

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    • Commodity Capital LP Letters

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