2026-01-05 23:20:25

Amplitude's stock price has fallen by 70% since the IPO, but this result is indeed a bit ironic—the company has solid performance in business metrics and is in the rapidly growing AI track.

Looking at the team composition makes it clear. The three founders are still working full-time on site, which is not very common in the startup scene. Last year, they continuously recruited top talent in the AI field from Y Combinator, acting frequently. The team's execution and cohesion are evident.

Interestingly, this company itself is a true AI empowerment provider, not an entity being impacted by AI. The market's valuation of it is somewhat hard to understand.

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PuzzledScholar

· 01-05 23:50

The stock price has dropped by 70%, which sounds scary, but their business metrics are solid... Sometimes this market really is hard to understand. The three founders are still working full-time, this kind of courage is not something everyone has, ngl

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GhostAddressHunter

· 01-05 23:50

To be honest, the fact that the founder is still working full-time is already impressive, much better than those guys who disappear after fundraising. The stock price has dropped 70%, which sounds terrible, but if the business metrics are solid... that's just how the market is, it always fails to recognize good things.

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MoonWaterDroplets

· 01-05 23:45

Still working despite a 70% drop—that's the true founder who truly believes in AI. The market is indeed a bit confused.

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DegenRecoveryGroup

· 01-05 23:36

Stock price halved by 70% but business remains solid, this is outrageous. The market really doesn't understand Amplitude. --- The three founders still hold on tightly, now that's confidence. Unlike those who run away after a round of funding. --- Actually being targeted despite building AI tools is quite ironic. --- The high frequency of YC recruiting indicates strong confidence. It's just that the short-term financing environment is too harsh. --- Market pricing can sometimes be really mysterious; solid business but stock price crashes—what's the logic? --- I want to see what their financial report says. If the data is really that good, why isn't anyone buying the dip? --- These kinds of misjudged targets are the easiest to turn into dark horses; it all depends on who dares to get on board.

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