9 min listen
The software market, AI moats, and when to go public with Amplitude CEO Spenser Skates
FromEquity
ratings:
Length:
38 minutes
Released:
Aug 16, 2023
Format:
Podcast episode
Description
This week, Alex had Amplitude CEO Spenser Skates on the show to talk about the SaaS market journey since his company went public in late 2021, which happened to be right before investor sentiment changed.After a successful IPO, Amplitude warned analysts and investors alike in early 2022 that it was seeing some macroeconomic pressure, which led to its stock being sharply repriced. (That happened to most companies eventually, to be fair.)Since then, the digital analytics company has shaken up its organizational structure, launched new AI products, and has continued to grow while becoming cash flow positive. All that made Skates the perfect person to talk about:The current state of the business software buyer, and when Skates expects demand for digital goods and services to improve.When to charge for AI products, and when not to; also, the power of data moats in AI, and how they may be more durable than they are in other areas of SaaS.How to know when you have to cut staff.And, critically, how much Baldur's Gate 3 Skates has played so far.Equity will be back with our news roundup Friday morning! We'll see you then!For episode transcripts and more, head to Equity’s Simplecast website.Equity drops at 7 a.m. PT every Monday, Wednesday and Friday, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders and more!
Released:
Aug 16, 2023
Format:
Podcast episode
Titles in the series (100)
Equity Monday 07/27: Hello and welcome back to Equity, TechCrunch’s venture capital-focused podcast where we unpack the numbers behind the headlines. This is Equity Monday, our weekly kickoff that tracks the latest big news, chats about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here, and myself here, and don’t forget to check out last Friday’s episode. by Equity