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Commodity Capital

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 1, 2024 by Xander Oltmann · said 9 times in 2 episodes since 2024 · across every show →

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brought up most by Molly O'Shea (6), Xander Oltmann (3)

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2024 9 mentions in 2 episodes 5 per episode

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Everything said about Commodity Capital, oldest first

Feb 1, 2024 bearish
Insight
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.”
Xander Oltmann Feb 1, 2024 ▶ 1:40 Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies · Sourcery with Molly O'Shea
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