Casado floats frontier-lab strategy: cheap distillation to lock in an ecosystem

GavinSBaker · x · 2026-10-17

Martin Casado proposes a frontier lab strategy: actively encourage distillation, price it so mass distillation is unit-economics positive, and focus purely on building the best models — creating a downstream ecosystem addicted to your models that no one can surpass. Gavin Baker finds it interesting but isn't sure it's optimal.

Related event: Casado proposes frontiers labs use cheap distillation to lock in downstream ecosystem(5 posts)→

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