Anthropic reorganizes its leadership team as Mike Krieger moves from chief product officer to co-lead the company's internal AI incubator. The Instagram co-founder will head the Labs division alongside product engineering lead Ben Mann, reporting directly to Anthropic president Daniela Amodei.
Krieger's transition comes as Anthropic expands its Labs team, which started in mid-2024 with just two members. The company plans to double the division's size within six months, focusing on experimental products built on Claude's capabilities. This organizational shift signals Anthropic's push toward rapid prototyping and market testing.
Ami Vora, who joined Anthropic from senior roles at Faire, WhatsApp, and Facebook, takes over Krieger's former position as head of product. She will collaborate with chief technology officer Rahul Patil to scale Claude across markets, ensuring continuity in product development while Krieger focuses on experimental ventures.
The leadership reshuffle coincides with Anthropic's $10 billion funding round at a $350 billion valuation. Singapore's sovereign wealth fund GIC and Coatue Management are leading the financing, positioning Anthropic as a safety-focused alternative to OpenAI's consumer-oriented approach.
Anthropic has quietly surpassed OpenAI in enterprise market share despite lower consumer recognition. Data from early December shows Anthropic capturing 40% of enterprise AI spending compared to OpenAI's 29%, according to HSBC research. The company's revenue has grown 10x annually for three consecutive years, with 85% coming from business customers, including recent partnerships like Allianz's global AI integration.
Enterprise adoption has accelerated dramatically. Anthropic's customer base expanded from under 1,000 to more than 300,000 enterprises in two years, with nearly 80% of Claude activity now occurring outside the United States. Major corporations like Novo Nordisk have reduced clinical trial report compilation from 12-15 weeks to 10-15 minutes using Claude, Fortune documented six weeks ago, demonstrating the value of Claude's healthcare capabilities.
President Daniela Amodei emphasized the strategic necessity of the reorganization. "The speed of advancement in AI demands a different approach to how we build, how we organize, and where we focus," she stated. The company announced on X that it's "expanding Labs -- the team behind Claude Code, MCP, and Cowork -- and hiring builders who want to tinker at the frontier of Claude's capabilities."
Financial projections underscore Anthropic's ambitious trajectory. The firm expects $26 billion in revenue for 2026 and $70 billion by 2028, according to Fortune reports from last month. Anthropic is on track to break even in 2028, two years ahead of OpenAI, while generating 2.1 times more revenue per dollar of computing cost.
Krieger joined Anthropic in May 2024 after co-founding Instagram in 2010 and selling it to Meta for $1 billion two years later. His experience scaling Instagram to over a billion users brings consumer product expertise to Anthropic's enterprise-focused strategy. The Labs team's mandate includes developing breakthrough applications that could bridge the gap between technical AI capabilities and user-friendly design.
The reorganization reflects broader industry trends where AI companies create dedicated units for high-risk, high-reward projects. Anthropic's bet on rapid prototyping through its expanded Labs division suggests the company believes execution speed matters more than raw computational power in the current AI competition.
Microsoft, OpenAI's largest partner, has reportedly switched to Claude for Excel and PowerPoint tasks after finding it superior for enterprise workflows. This endorsement highlights Anthropic's growing influence in business applications despite OpenAI's consumer market dominance.
Anthropic's focus on disciplined execution contrasts with competitors' emphasis on consumer-facing features. The company's constitutional AI approach, which prioritizes safety and ethical development, provides a foundation for enterprise trust that could accelerate Labs' experimental projects into mainstream offerings.
The success of this organizational shift will depend on Krieger's ability to translate his consumer product experience into AI innovation while maintaining Anthropic's enterprise momentum. With Vora and Patil scaling core products and Krieger exploring experimental frontiers, Anthropic positions itself for both immediate growth and long-term technological breakthroughs.
