Equity
The software market, AI moats, and when to go public with Amplitude CEO Spenser Skates
Aug 16, 2023
Spenser Skates, CEO and co-founder of Amplitude, a leader in digital product analytics, shares insights on navigating the tumultuous SaaS landscape since their IPO. He discusses the current state of business software, the delicate balance of pricing AI products, and the impact of economic shifts on staffing decisions. Skates also emphasizes the potential durability of data moats in AI and reflects on his gaming adventures with Baldur's Gate 3, adding a fun twist to the serious business talk!
37:31
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Quick takeaways
- Amplitude CEO, Spenser Skates, believes that AI can revolutionize product experiences by predicting user actions and improving customer journeys.
- Skates acknowledges the challenges of the current macroeconomic environment but remains optimistic about Amplitude's execution and prospects for growth.
Deep dives
Amplitude focuses on B2B software market and AI-driven data perspective
Spencer Skates, CEO and co-founder of Amplitude, discusses the B2B software market and the role of AI in leveraging data. Amplitude, a digital product analytics company, helps customers track and understand user behavior to improve their apps and services. Spencer highlights the importance of growing annual recurring revenue (ARR) and sets a goal of reaching one billion ARR. He acknowledges the challenges of the current macroeconomic environment but remains optimistic about the company's execution and prospects for growth.
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