Mike Krieger, Anthropic Labs lead and Instagram co-founder, discusses why breakout consumer and productivity AI applications face structural distribution hurdles against incumbent software.
“Even if somebody has a like two X better AI powered, you know, doc editor, you're going to move all your stuff up. Maybe, probably not.”
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More from Mike Krieger
AssertionNot checkable as stated
Krieger: Top token users do not correlate with top performers
“We found that there's not a lot of correlation between
[10288] Mike Krieger: Like the person who's using the most tokens and like the person that I like, it's an interesting thought. I just made you at your companies like write down your 10 most productive peo…”
Mike KriegerJun 26, 2026▶ 2:51:24Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
What-if
Krieger: Instagram could have reached sale with 4 to 6 people using AI
“I think we could have gotten there with like four to six, you know?”
Mike KriegerJun 26, 2026▶ 2:56:53Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
AssertionNot checkable as stated
Krieger: Anthropic found little correlation between employee token usage and actual productivity.
“We found that there's not a lot of correlation between
Like the person who's using the most tokens and like the person that I like, it's an interesting thought.
I just made you at your companies like write down your 10 most productive people that you think a…”
Mike KriegerJun 25, 2026▶ 31:52Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
What-if
Krieger: AI would have allowed Instagram to scale with just 4-6 employees.
“I think we could have gotten there with like four to six, you know?”
Mike KriegerJun 25, 2026▶ 37:22Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
AssertionNot checkable as stated
Krieger: Anthropic dynamic workflows autonomously converted hundreds of thousands of lines of code
“We have a feature called dynamic workflows where you can have it like also break down the task into like a lot of subtasks. And I trusted it to sort of not just do the individual action, but here's like a whole language conversion of millions of hundreds of th…”
Mike KriegerJun 26, 2026▶ 2:32:00Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Insight
Krieger: Anthropic Labs builds for capabilities models will gain in six months
“The two most useful thought exercises we do in labs, one is like visualize the gap between what the models can do today and how most people use it. It can be closed that gap. That's one. And the other one is imagine what the models are bad at now that they're …”
Mike KriegerJun 26, 2026▶ 2:35:19Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
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