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
Mar 3, 2025
Mike Krieger, Co-founder of Instagram and CPO at Anthropic, shares insights on the future of AI value creation. He discusses the importance of building for future models over current ones and the challenges of integrating human versus synthetic data. Krieger evaluates the competitive AI landscape, particularly highlighting China's advancements. He also delves into the evolving role of developers in the AI-driven world while addressing underinvestment in first-party products. The episode concludes with reflections on AI's potential in Europe and its impact on various industries.
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Quick takeaways
- To thrive in AI, startups should leverage specialized knowledge and proprietary data for sustainable value creation across industries.
- The role of software developers is transitioning to oversight and quality assessment as AI tools take on more coding tasks.
Deep dives
The Importance of Differentiation in AI Ventures
To succeed in the rapidly evolving AI landscape, entrepreneurs must focus on differentiation by leveraging unique insights and data within specific industries. Companies with access to specialized knowledge or proprietary data have a better chance of creating sustainable value over time. The groundwork laid in understanding specific verticals—like finance, healthcare, or legal—provides a sturdy foundation for utilizing AI effectively. Successful ventures will be those that combine these differentiators with the capabilities of foundational AI models to develop specialized applications.
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