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Mike's prediction for the developer evolution: Within 12 months, developers will shift from writing code to: → Determining what to build (becoming multi-disciplinary) → Delegating effectively to AI → Reviewing AI outputs at scale Prepare for this transition now.
18,840 просмотров • 1 год назад •via X (Twitter)
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Mike Krieger is Instagram co-creator and Anthropic CPO. He's predicting AI's next trillion-dollar wave. It's not better models. The real fortune will come from something much simpler. His roadmap for the coming AI gold rush:

Krieger's 3-part formula for AI startup dominance: 1. Target complex industries (healthcare, legal, finance) 2. Develop unique distribution channels 3. Access proprietary data no one else has The unsexy groundwork is what creates lasting value.

INSIDER INSIGHT: "Models over time get more different rather than more similar." Unlike most tech, AI models develop distinct personalities and specialties. The smart play? Bet on models becoming MORE differentiated, not standardized commodities.

Krieger's contrarian advice on AI development: "Don't wait for perfect models - be exploring now, be frustrated by limitations." The most successful AI companies started BEFORE models could deliver what they promised. This patience + persistence beats perfect timing.

HIDDEN OPPORTUNITY: "Where AI value will be generated is in places where you have some differentiated go-to-market and knowledge of a particular industry." Translation: The winners combine AI expertise with deep industry understanding.

What Mike learned from Deep Seek's success: Getting ideas to market quickly trumps perfection. "We need to be getting ideas out quicker without focusing on perfect polish." Novel AI experiences create value even when rough around the edges.

POWERFUL INSIGHT: "We're still in day one of AI being indispensable for most people's work." Despite the hype, AI isn't yet essential for most users. The biggest opportunity? Creating AI that becomes truly necessary, not just occasionally helpful.

The ultimate competitive advantage according to Krieger: Being a true "AI partner" to customers, not just selling API access. "What you're providing people is AI partnership, not just AI models." This relationship-based approach creates defensible business value.

The unsolved AI challenge nobody's talking about: Creating AI with proper "discernment" about sensitive information. "Models fundamentally want to be helpful - that is not always what you want." Massive opportunity for whoever solves this privacy paradox.

One final lesson from Instagram's co-founder: Focus on solving real user problems, not chasing benchmarks. "Alignment and deciding what to build is still very hard. That is the constraint." The human element remains AI's biggest bottleneck.

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