meta_pixel
Tapesearch Logo
Log in
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

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

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC

Tech News, News, Business, Investing

4.4693 Ratings

🗓️ 3 March 2025

⏱️ 66 minutes

🧾️ Download transcript

Summary

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

 

Transcript

Click on a timestamp to play from that location

0:00.0

I think models over time get more different rather than more similar.

0:03.6

I still think we are in like day one around is AI an indispensable part of most people's work.

0:09.9

And I think the answer is no.

0:10.9

I think the deep sink piece, people seem surprised that there were cutting edge research teams there.

0:17.1

And if you were paying attention, that part should not have been the surprising piece.

0:21.9

I think we've, if anything, underinvested a bit in two things. One is just having a faster

0:27.9

duration speed on first party products. And then on the second part on the API side.

0:33.2

This is 20 VC with me, Harry Stebbings. And today our guest is incredible. Mike Krieger, co-founder of Instagram and now CPO at Anthropic,

0:41.3

one of the best placed individuals to speak about the state of models today and where they are going.

0:47.3

This was an incredible discussion for me to have, and I so appreciate Mike being so open.

0:51.3

But before we dive in today, turning your back of a napkin idea into a billion dollar

0:56.8

startup requires countless hours of collaboration and teamwork. It can be really difficult

1:02.2

to build a team that's aligned on everything from values to workflow, but that's exactly what

1:06.9

Coda was made to do. Coda is an all-in-one collaborative workspace that started as a napkin sketch.

1:12.6

Now, just five years since launching in beta, Coda has helped 50,000 teams all over the world get on the same page.

1:20.6

Now, at 20VC, we've used Coda to bring structure to our content planning and episode prep, and it's made a huge difference.

1:27.8

Instead of bouncing between different tools, we can keep everything from guest research

1:32.2

to scheduling and notes all in one place, which saves us so much time.

1:36.7

With coding, you get the flexibility of docs, the structure of spreadsheets and the power

1:40.6

of applications, all built for enterprise, and it's got the intelligence of AI,

1:45.5

which makes it even more awesome.

1:47.2

If you're a startup team looking to increase alignment and agility, Coda can help you move

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Twenty Minute VC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Twenty Minute VC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.