Skates: The hype around AI killing SaaS is way overblown
Spencer Skates · How Amplitude Went From Skeptics to “All In” on AI · Y Combinator · Dec 3, 2025 · at 19:31
Amplitude CEO Spencer Skates explains why deterministic requirements in enterprise workflows protect SaaS companies from being replaced by AI.
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“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 be there. You know, you don't want it, oh, well, it put this in with 80% probability. It's like you want it to be there. And SAS does a great job of that.”
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