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

This podcast interviews Mike Krieger, co-founder of Instagram and CPO at Anthropic, about the future of AI and where value will be generated in the coming decade. The discussion covers the challenges faced by startups and established companies integrating AI, the importance of differentiated go-to-market strategies and data, and the evolving role of software developers. Krieger emphasizes the need for AI companies to focus on building strong teams, developing unique model characteristics, and fostering AI partnerships rather than simply providing models. He also highlights the importance of balancing model quality with product UX and the need for faster iteration speeds in product development. A key takeaway is that focusing on specific industry verticals with unique data and go-to-market strategies will be crucial for long-term success in the AI-driven decade.