Sourcery

Alex Kolicich, founding partner at 8VC, discusses the importance of AI understanding, impacts on verticalization, and insights on moats. The conversation explores VC trends, AI predictions, and advice for founders in the early stages of growth.

Venture capitalist Xander Oltmann discusses the decline of SaaS, rise of vertically integrated monopolies, and challenges with software development costs. He shares insights on AI's role, competition with multi-stage firms, and dislocation in valuations. Xander highlights portfolio companies like Hadrian and Armada, and predicts 2024 trends.