The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Not checkable as stated
Krieger agrees with Alexandr Wang: Most future friends will be AI
“I've had so many conversations with Alex Wang about this because he has this whole thing about how in the future most friends will be AI friends. And you know, I don't think he's wrong.”
Mike Krieger Mar 3, 2025 ▶ 57:23 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Krieger: AI foundation models will differentiate over time, not converge
“I think models over time get more different rather than more similar.”
Mike Krieger Mar 3, 2025 ▶ 8:16 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Krieger: Top AI models will require both human and synthetic data
“So I think it absolutely has to be a mix. And I think the best models will come from that combination of great, like for code it's, you know, being, having good foundational understanding of code and good examples, but then also being able to explore a really …”
Mike Krieger Mar 3, 2025 ▶ 14:20 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2028
Krieger: Anthropic will build general-purpose software, not bespoke vertical AI
“We are going to be building things that are general purpose as a rule with maybe some specialization at the, like, user level, but not at the, I don't anticipate us building a lot of verticalized experiences that are, like, fairly bespoke to a given workflow o…”
Mike Krieger Mar 3, 2025 ▶ 38:51 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Open · timeframe Mar 2028
Krieger: Anthropic is focusing on agentic tools, not building an IDE
“So when I think about the coding space and where we can play and add value, it really is on the agentic side. It's not on the ID side.”
Mike Krieger Mar 3, 2025 ▶ 43:04 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Krieger: Software engineers will become AI delegators within three years
“How do we evolve from being mostly code writers to mostly Delegators to the models and code reviewers. That's what I think the work looks like three years from now. It's coming up with the right ideas, doing the right user interaction design, figuring out a de…”
Mike Krieger Mar 3, 2025 ▶ 45:32 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Krieger: AI models are three-plus years from solving product strategy
“That, that's still a very human problem that I think we're at least three years away from the models being, being solving at that level of abstraction.”
Mike Krieger Mar 3, 2025 ▶ 48:24 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Krieger: AI labs will increasingly obscure model chain-of-thought outputs
“More labs either choose to not show or otherwise obscure the chain of thought down the line.”
Mike Krieger Mar 3, 2025 ▶ 34:14 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
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