Casado: frontier labs should price distillation cheap to lock in a downstream ecosystem
martin_casado · x · 2026-10-17
a16z partner Martin Casado sketches a frontier-lab strategy: set distillation pricing so mass distillation is unit-economics positive, encourage the downstream ecosystem to build on your models, and focus on training the best models — the result is a downstream ecosystem 'addicted' to you with no capability to surpass it.
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