Sourcery
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies
Feb 1, 2024
Venture capitalist Xander Oltmann discusses the decline of SaaS, rise of vertically integrated monopolies, and challenges with software development costs. He shares insights on AI's role, competition with multi-stage firms, and dislocation in valuations. Xander highlights portfolio companies like Hadrian and Armada, and predicts 2024 trends.
24:03
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Quick takeaways
- Vertically integrated monopolies are replacing traditional SaaS due to declining software costs.
- Distribution is a key differentiator for SaaS companies facing challenges in product replication.
Deep dives
Rise of Vertically Integrated Monopolies
The podcast delves into the trend of vertically integrated monopolies replacing traditional SaaS. Xander Altman discusses his investment philosophy focused on the declining cost of software leading to hyper-scalable businesses. Companies like Hadrian leverage modern software stacks, APIs, and intelligence, driving the shift towards vertical integration.
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