Xander Oltmann
Venture capitalist discussing investment thesis on vertically integrated monopolies
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Feb 1, 2024 • 24min
Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies
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.
