Amplitude CEO Spencer Skates discusses the organizational restructuring required to transition Amplitude from a traditional SaaS model to an AI-first company.
Opinion
Skates: The hype around AI killing SaaS is way overblown
“This is why I think a lot of the hype in that, AI killing SAS is way overblown because particularly for a lot of business workflows, like very high guarantees on performance are fundamental to it. You know, if you put a record into your CRM, that stuff better …”
Prediction Not checkable as stated
Skates: Basic AI visibility will rapidly commoditize into free lead generation
“I think the real business has to be downstream of AI visibility. It's a valuable, there's value in it, like, you know, just like there's value in, in the SEO world, but it's so easy to do. You know, we did it, you know, as I mentioned in, in, in probably more …”
Opinion
Skates: Google is the worst B2B company of all time
“I think that Google is the worst B to B company of all time, and there's an incredible opportunity to compete with them.”
Insight
Skates: Being a large-company executive is much easier than being a founder
“It's much easier In my mind, I think, to be a large company executive, because you have all these resources, you have all this leverage, you actually work less hard in your product market fit”
Prediction Not checkable as stated
Skates: Amplitude is building a 'Cursor for analytics' product
“We're gonna go much, much bigger in December, January, and February where we are gonna be coming out with what we call the cursor for analytics, which I'm incredibly excited about, and I think will dramatically change how people use and leverage analytics”
Insight
Skates: AI product building must be technology-first, not customer-driven
“With the capabilities of AI, because they're so jagged, you, it's a technology first understanding of what is possible. And so if you go to your customers and tell them and ask them what they want, like, they're not even going to be able to describe what's pos…”