Commodity Capital
fund on 2 shows · 2 statements across 2 episodes · said 9 times in 2 episodes since 2024
Mentions by year, every show
tap a year for its mentions
Sourcery 9
2024 9 mentions in 2 episodes 5 per episode
every mention on every show, scene by scene, with the transcript →
2 statements about Commodity Capital, every show
Oltmann: Cheaper software is shifting tech from SaaS to vertical integration
“My thesis around the dropping cost of software and how that's leading towards a shift away from pure play SaaS and leading more towards vertically integrated companies.”
Moseley: Commodity Co-Investment Capital Yields Lower Returns Than Underserved Niches
“Those are great managers, and there are lots of great deals out there, but blended, cumulatively, hard to earn, very high returns on what's essentially commodity capital. But if we can deliver co-investment capital to a corner of the market that's not getting …”