Filings
Each row is a document a firm filed with a regulator: somebody signed it, and it carries a date.
TBPN · 17 Feb 2026 · 3h 30m
Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher
WithAnkur GoyalCeline HaliouaHaseeb QureshiReed DuchscherSpenser Skates
MentionsWarner Bros
Sign up for TBPN’s daily newsletter at TBPN.com (00:52) - Why is no one talking about the Cournot Equilibrium? (23:53) - 𝕏 Timeline Reactions (33:04) - Adani Group Unveils $100B AI Investment (35:31) - Micron Bets $200B to End AI Bottleneck (41:01) - Warner Bros Reopens Paramount… More on the show's page
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Pattern Breakers · 5 Jan 2026 · 45 min
Spenser Skates: How Perseverance Paid Off for Amplitude
WithSpenser Skates
MentionsY Combinator
When Amplitude launched in 2012, the analytics market looked crowded, and the company spent more than a year struggling to find any traction. But co-founder and CEO Spenser Skates prioritized truth seeking over narratives. He studied the outcomes of past Y Combinator batches and noticed a simple… More on the show's page
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The Peel · 1 May 2025 · 1h 44m
Scaling Amplitude to $300M ARR with Co-founder and CEO Spenser Skates
WithSpenser Skates
Spenser Skates is the Co-founder and CEO of Amplitude. Our conversation gets into the importance of data in product design and company building, how Amplitude is thinking about AI, and the future of user responsive software. We also get into the early days of building Amplitude, when to go… More on the show's page
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Grit · 21 Apr 2025 · 1h 17m
No Reset Button: Reinventing Amplitude in a Post-AI World (Spenser Skates)
WithSpenser Skates
Amplitude helped define the modern analytics stack, powering digital products with deep behavioral insights. But in a world shifting toward agentic interfaces and vertically integrated AI, even a category leader has to evolve. In this episode, CEO Spenser Skates shares how he’s rethinking AI… More on the show's page
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The Official SaaStr Podcast · 24 Nov 2023 · 32 min
SaaStr 702: Hitting Hypergrowth: How to Take Your SaaS Company from $25M to $100M+ and Beyond with Amplitude CEO, Spenser Skates
WithSpenser Skates
From seed funding to reaching $100M ARR to going public in 2021, Spenser Skates knows about growing and scaling a business. But for many founders, the question becomes: how do you maintain hypergrowth? In this podcast, Spenser will share key lessons around maintaining long-term, sustainable growth,… More on the show's page
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Equity · 16 Aug 2023 · 38 min
The software market, AI moats, and when to go public with Amplitude CEO Spenser Skates
WithSpenser Skates
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… More on the show's page
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Episodes that name Spenser Skates in their description, which is not the same as being on them.
Lightcone · 3 Dec 2025 · 44 min
What Founders Have To Unlearn To Become Great CEOs
MentionsSpenser Skates
Spenser Skates has spent more than a decade building Amplitude from a YC startup into a public company, and in that time, he's had to reinvent himself just as much as the product.Joining the Lightcone pod, he talks through the shift from founder to large-company CEO, the skepticism his team… More on the show's page
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The Peel · 5 Jun 2025 · 1h 46m
Benchmark’s Eric Vishria on Going Zero to $100M ARR in 12 Months, Archetypes of Top AI Founders, Why Storytelling is a Superpower, How Benchmark Makes New Investments
WithEric Vishria
MentionsSajith WickramasekaraSemil ShahSpenser Skates
Eric Vishria is a General Partner at Benchmark Capital. Our conversation goes inside the new class of startups going zero to $100 million ARR in 12 months, the ways AI is changing company building, and how Eric and Benchmark make new investments. We get into the risk rewards of Series As today,… More on the show's page
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This Week in Startups · 19 Nov 2024 · 1h 4m
Anatomy of a Win-Win Acquisition: Synergy, Growth, AI, and the Future of SaaS | E2047
MentionsJames EvansSpenser Skates
Todays show: Spenser Skates and James Evans join Alex to discuss Amplitude's acquisition of Command AI, shedding light on recent startup M&A trends and the strategic vision behind this move. The conversation delves into Command AI's user assistance technology and its integration into Amplitude,… More on the show's page
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