Mike Krieger: I think as the non-researcher in the room, I get to have fake equations rather than real ones in my fake equation. For utility of AI products, it's three part. One is model intelligence, the second part is context and memory, and the third part is applications and UI and you need all three of those to converge to actually be a useful product in AI and model intelligence. We've got a great research team, they're focused on it. There's great, great models being released. The middle piece is what MCP is trying to solve, which is for context and memory. I'll go back to my product strategy example like, "Hey, talk about Anthropic's product strategy," it's going to maybe go out on the web versus here's several documents that we worked on internally and then use MCP to talk to our Slack instance and figure out what conversations are happening and then go look at these documents in Google Drive. The difference between the right context and not.
One is model intelligence, the second part is context and memory, and the third part is applications and UI and you need all three of those to converge to actually be a useful product in AI and model intelligence.