Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated MonopoliesSourcerySummaryIn 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 d...2 years agoXander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated MonopoliesSourcery0:00 / 0:00Read the original at podcasters.spotify.comKeep up with this sourceFollow this sourceKeep this source in your dashboard and return to its latest articles. Email alerts are managed separately in Settings.FetchFeeds groups articles by feed so you can follow sources, compare coverage, and save stories for later.Back to all articles from SourceryMore from this feedChoose another story from Sourcery.Alex Kolicich, 8VC: Exodus of Venture Capital, AI PredictionsDavid Weisburd, 10X Capital: Finding Alpha and LP BiasVarda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders FundNick Abouzeid, Rivet: Growth "Hacking" Myths, What Worked at Ramp, & Better Tax ServicesChris Power, Hadrian: $10B or Zero, Revitalizing American ManufacturingMorgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in TechKyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101”Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad