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The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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SOURCERY Assertion Supported
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.”
Xander Oltmann Feb 1, 2024 ▶ 4:40 Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
SOURCERY Prediction Partly held up
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…”
Xander Oltmann Feb 1, 2024 ▶ 22:37 Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
SOURCERY Assertion Supported
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.”
Xander Oltmann Feb 1, 2024 ▶ 7:52 Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
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