scripod.com

Anthropic’s CPO on what comes next | Mike Krieger (co-founder of Instagram)

Mike Krieger is the chief product officer of Anthropic and the co-founder of Instagram. After leaving Meta, he co-founded Artifact, an AI-powered news app that I absolutely loved, and joined Anthropic to lead product in 2024.
In this episode, you'll learn:
• How Anthropic uses AI to write 90-95% of code for some products and the surprising new bottlenecks this creates
• Why embedding product managers with AI researchers yields 10x the impact of traditional product development
• The three areas where product teams can still add massive value as AI gets smarter
• How Anthropic plans to compete with OpenAI long-term
• How to use Claude as your product strategy partner (with specific prompting techniques)
• Why Mike shut down Artifact despite loving the product, and what founders can learn from it
• Where AI startups should build to avoid getting killed by OpenAI, Anthropic, and Google
• Why MCP (Model Context Protocol) might reshape how all software works
• The counterintuitive product metrics that matter for AI
• How to evaluate whether your company is maximizing AI’s potential or just scratching the surface

Brought to you by:
Productboard—Make products that matter
Stripe—Helping companies of all sizes grow revenue
OneSchema—Import CSV data 10x faster

Where to find Mike Krieger:

Where to find Lenny:

In this episode, we cover:
(00:00) Introduction to Mike Krieger
(04:20) What Mike has changed his mind about regarding AI capabilities
(07:38) How to avoid scary AI scenarios
(08:55) Skills kids will need in an AI world
(11:53) How product development changes when 90% of code is written by AI
(17:07) Claude helping with product strategy
(21:16) A new way of working
(23:55) The future value of product teams in an AI world
(27:18) Prompting tricks to get more out of Claude
(29:52) The Rick Rubin collaboration on “vibe coding”
(32:42) How Mike was recruited to Anthropic
(35:55) Why Mike shut down Artifact
(42:41) Anthropic vs. OpenAI
(47:11) Where AI founders should play to avoid getting squashed
(51:58) How companies can best leverage Anthropic’s models and APIs
(54:29) The role of MCPs (Model Context Protocols)
(58:25) Claude’s questions for Mike
(01:03:15) Claude’s heartfelt message to Mike

Referenced:
• Dario Amodei on X: https://x.com/darioamodei
• Tobi Lütke’s leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify): https://www.lennysnewsletter.com/p/tobi-lutkes-leadership-playbook
• Bending the universe in your favor | Claire Vo (LaunchDarkly, Color, Optimizely, ChatPRD): https://www.lennysnewsletter.com/p/bending-the-universe-in-your-favor
• Announcing a brand-new podcast: “How I AI” with Claire Vo: https://www.lennysnewsletter.com/p/announcing-a-brand-new-podcast-how
• A conversation with OpenAI’s CPO Kevin Weil, Anthropic’s CPO Mike Krieger, and Sarah Guo: https://www.youtube.com/watch?v=IxkvVZua28k
• Joel Lewenstein on LinkedIn: https://www.linkedin.com/in/joel-lewenstein/
• Boris Cherny on LinkedIn: https://www.linkedin.com/in/bcherny/
• Gunnar Gray on LinkedIn: https://www.linkedin.com/in/gunnargray/
• The rise of Cursor: The $300M ARR AI tool that engineers can’t stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell
• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (CEO and co-founder): https://www.lennysnewsletter.com/p/building-lovable-anton-osika
• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder and CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons
• OpenAI’s CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter): https://www.lennysnewsletter.com/p/kevin-weil-open-ai
• Windsurf: https://windsurf.com/
• Menlo Ventures: https://menlovc.com/
• Kevin Scott on LinkedIn: https://www.linkedin.com/in/jkevinscott/

Recommended books:
The Goal: A Process of Ongoing Improvement: https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951
The Way of the Code: The Timeless Art of Vibe Coding: https://www.thewayofcode.com/
The Hard Thing About Hard Things: Building a Business when There Are No Easy Answers―Straight Talk on the Challenges of Entrepreneurship: https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205

Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

Lenny may be an investor in the companies discussed.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe