Martin Casado: distillation could become profitable infra for frontier labs

Sentdex · x · 2026-10-17

a16z partner Martin Casado muses that being distilled could become profitable for frontier labs: if a lab spends X to create a model and 20+ companies each pay 1/20th of that to distill it, the lab is in the money — a new form of infrastructure where downstream handles distribution.

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