Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies
Sourcery
Experience in Entrepreneurship and Investing
The speaker grew up in LA, spent time surfing, lived in San Francisco, started companies like Haikyuu Labs and Scope, gaining experience from founding to running a large business. They transitioned to investing, developing a thesis on the decreasing cost of software driving a shift towards vertically integrated companies over traditional SaaS.
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