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
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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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Value Creation in AI
- Focus on areas with specialized knowledge, data, or go-to-market strategies.
- Industries like finance, legal, and healthcare offer durable value creation.
AI for Existing SaaS vs. Startups
- Existing SaaS companies can leverage AI by enhancing products without alienating customers.
- Startups can differentiate by targeting specific AI impacts within industries.
Building with Current vs. Future Models
- Don't wait for perfect models; explore and build now, learning from model limitations.
- Be prepared to iterate quickly and capitalize on model improvements when they arrive.