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.

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• Molly O’Shea

• Xander Oltmann

Resources

• Commodity Capital LP Letters

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