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 early stage 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 his portfolio companies, such as Hadrian and Armada, and shares his 2024 predictions. Follow us on Twitter /@Mollysoshea /@XanderOltmann Resources Commodity Capital LP Letters 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