Downfall of SaaS & Uprising of Vertically Integrated Monopolies - Xander Oltmann, Commodity Capital
Is SaaS dead? Or is it AI's story to tell?
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies
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.
Follow us on Twitter
Resources
Subscribe to Sourcery
Companies Mentioned
Hadrian, Software-defined precision component factories for aerospace customers.
Varda, Expanding the economic bounds of humankind with the world's first orbital manufacturing & reentry platform
Armada, Full-stack edge computing platform, revolutionizing connectivity, compute, and AI solutions where they’re needed most - anywhere on Earth
Senra, Manufacturing & designing high-quality wire harnesses