Game-theory optimal for frontier labs: throttle API access and keep compute in-house
abhiadesai · x · 2026-08-22
@TMTLongShort argues the game-theory optimal move for frontier labs is to gatekeep and throttle external API access up to the threshold needed to show investors revenue for compute commitments—strengthened further in a world of distillation. @abhiadesai adds that if labs can fund compute via private deployments, open-source-based products become uncompetitive against labs' own productized versions using best-in-class models, and non-lab players should think hard about how to react—a potential outcome, not a normative claim.
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