newsfilter.io

Latest Interviews

Showing 151–151 of 151 interview transcripts.

Clear all filters
  1. Sourcery with Molly O'Shea24 min

    Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies

    Xander Oltmann, Molly O'Shea

    Commodity Capital founder Xander Oltman invests in pre-seed hard tech and manufacturing companies by leveraging declining software costs to build vertically integrated monopolies that bypass traditional SaaS vulnerabilities. Backed by industry figures like David Sachs and public CEOs, the firm targets assets such as Hadrian and Armada that utilize AI and modern APIs to achieve superior gross margins while competitors face eroding technological moats. This strategy positions the fund to capitalize on a shifting market where distribution and capital intensity drive value, anticipating a 2024 resurgence in IPOs and larger check sizes for defensible operating models.