Episode description
20VC: Anthropic CPO Mike Krieger: Where Will Value Be Created in a World of AI | Have Foundation Models Commoditized | When Do Model Providers Become Application Providers | What Anthropic Learned from Deepseek
Episode description
Mike Krieger is the Co-Founder of Instagram and now CPO @ Anthropic.
In Today’s Episode with Mike Krieger We Discuss:
03:07 Where Will Value Be Created and Sustained in a World of AI?
04:59 Are Foundation Models Commoditised Today?
08:36 Should Founders Build for the Models of Today or Build for Models of the Future
12:19: Why Will Models Become More Different Than More Similar
16:38: Will Human or Synthetic Data Be More Prominent in the Future
19:28 Model Quality vs. Product UX
23:36 The Competitive Landscape of AI
32:27 Do We Underestimate China's AI Capabilities
33:59 What Did Anthropic Learn from Deepseek
34:07 Is Deepseek a Sustaining and Credible Threat?
37:04 Transitioning from Model Provider to Application Provider
38:26 Where Has Anthropic Chronically Under-Invested
39:08 Why Has Anthropic Been Slow On Consumer Product Development
43:50 What is the Role of a Software Developer in the Future
48:29 Balancing API and Consumer Products
51:09 Is Europe Stronger or Weaker in a World of AI
52:40 Quickfire Round: Insights and Reflections