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

Anthropic CPO Mike Krieger says ~95% of Claude Code is written by Claude Code itself, and the bottleneck has shifted from engineering to decisions and merge queues.

• ~95% of Claude Code is written by Claude Code; Anthropic had to rearchitect its merge queue to handle the surge in AI-generated pull requests.
• Opus 4 was the first model to give Mike genuinely novel strategic angles he hadn’t considered—a capability shift he noticed only in the last month.
• Dario predicted 90% on SWE-bench by end of 2025; Anthropic was at 50% when he said it and is already at 72% with new models.
• Product PMs embedded with researchers yield far more leverage than PMs working only on UX—this is now Anthropic’s primary functional unit.
• Artifact was shut down because of deteriorating mobile-web ad UX, no natural viral spread mechanic, and the isolation of being fully remote.
• Mike’s “MCP-pilled” view: every Claude primitive (projects, artifacts, conversations) should be an MCP endpoint so Claude can read and write back to its own context.
• Three durable areas for product teams as AI scales: strategy and where-to-play decisions, comprehensibility for non-expert users, and showing enterprises the capability overhang.
• For AI startups, Mike recommends differentiated domain knowledge plus a specific buyer relationship over trying to out-feature foundational model companies.

2025-06-05 · Watch on YouTube