Andrew Casey, Amplitude

By Avanish Sahai

Tidemark Fellow

This season features conversations with key decision-makers who have shaped the evolution of today's leading technology platforms and ecosystems. We talk to C-suite executives, board members, investors, and others who have been instrumental in driving platform transformation at scale.

In this episode, Avanish and Andrew discuss:

  • Andrew's journey as an "operational CFO" from Sun Microsystems through ServiceNow, WalkMe, Lacework, and now Amplitude, being part of the team that built ServiceNow from $400M to $4.5B ARR
  • Why CFOs must "play chess, not checkers" - thinking several moves ahead about decision implications and making strategic investment pivots for anticipated future growth
  • The critical difference between multi-product and platform strategies: true platforms have definite customer adoption journeys where products aren't sold independently
  • Recognizing platform readiness signals: when customers organically create their own workflows and use cases you never conceived, like hospitals using Amplitude for emergency room optimization
  • Building effective teams by mixing "veterans with rookies" to solve problems rather than just "admire problems," and driving focused execution around single key investments
  • The "fair exchange of value" approach to pricing and partnerships that emphasizes customer adoption, transparency, and simplicity over complexity

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