Skip to content
The Twenty Minute VCThe Twenty Minute VC

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

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

Mike KriegerguestHarry Stebbingshost
Mar 3, 20251h 2mWatch on YouTube ↗

Episode Details

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.

RELATED EPISODES

Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B

Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B

Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market

Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market

The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park

The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks

Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy

Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy

Mercor Head of Product on Revenue Concentration from Frontier Labs

Mercor Head of Product on Revenue Concentration from Frontier Labs

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.