Everything Xander Oltmann said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Oltmann: OpenAI is attempting to build its own chip factories
“OpenAI is currently out in the market now trying to actually build their own chip factories and develop their own chips internally, which is a total shift away from historically what software companies have done.”
Oltmann: Margin compression will hit public SaaS companies within three years
“In the span of two to three years, I think what we're really going to start to see is this narrative really catch up with publicly traded companies that already have these like massive user bases.
so I think it'll be interesting to see what happens over the …”
Oltmann: Hadrian boasts 70% gross margins and top 3% SaaS growth
“Hadrian's got like 70% gross margins and they're growing in the top three percent of all SaaS companies”
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.”
Oltmann: The spike in GPU prices and demand is temporary
“We might see GPU spike in demand, you know, Cause that to increase in price for the time being, but I think that's just a moment in time for right now.”
Oltmann: AI wave mirrors the predictive analytics boom from a decade ago
“What I'm actually seeing with this current flavor of AI is almost identical to what happened almost 10 years ago now, a little more than 10 years ago with predictive analytics.”
Oltmann: Startups relying on AI as their moat will struggle to IPO
“I doubt that most of these companies will go public. You could see that for any, you know, early stage startup, but I think the AI as the moat businesses are gonna have a really hard time.”
Oltmann: VC deployment, late-stage check sizes, and deal volume will surge in H2 2024
“And then the second half of this year I think we're going to see a significant increase in just dollars deployed from venture funds. That's also going to be on, you know, individual check sizes, I think are going to go up again in the later stages. And then al…”
Oltmann: Snowflake Spends More on Sales and Marketing Than on R&D
“Snowflake, where they're spending
More in sales and marketing than actually spending in research and development.”
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