Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265

ℹ️ EPISODE INFO

Released

March 3, 2025

Duration

1h 2m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Mike Krieger is the Co-Founder of Instagram and now CPO @ Anthropic. ---------------------------------------------- In Today’s Episode We Discuss: (00:00) Intro (00:50) Where Will Value Be Created and Sustained in a World of AI? (01:40) Are Foundation Models Commoditised Today? (04:31) Should Founders Build for the Models of Today or Build for Models of the Future (06:55) Why Will Models Become More Different Than More Similar (12:59) Will Human or Synthetic Data Be More Prominent in the Future (18:02) Model Quality vs. Product UX (20:12) The Competitive Landscape of AI (31:49) Do We Underestimate China's AI Capabilities (33:31) What Did Anthropic Learn from Deepseek (34:44) Is Deepseek a Sustaining and Credible Threat? (38:09) Transitioning from Model Provider to Application Provider (43:44) What is the Role of a Software Developer in the Future (48:31) Balancing API and Consumer Products (52:25) Is Europe Stronger or Weaker in a World of AI (52:59) Quick-Fire Round ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Mike Krieger on X: https://twitter.com/mikeyk Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #mikekrieger #anthropic #cpo #ai #openai #deepseek

🎤 SPEAKERS

• Mike Krieger

  guest

• Harry Stebbings

  host

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Mike Krieger and Harry Stebbings, Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 explores Mike Krieger on where AI value emerges: products, partners, not models Mike Krieger, Instagram cofounder and now Anthropic’s CPO, argues that durable AI value will accrue to companies with differentiated go‑to‑market, deep domain knowledge, and proprietary data, not just to frontier model labs.

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