Casado: AI Models Lack Long-Term Moats Because Distillation Is Too Easy
Martin Casado · a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings · Jul 28, 2025 · at 4:48
Martin Casado, General Partner at Andreessen Horowitz (a16z), explains why AI foundational model leads tend to be temporary rather than permanent monopolies.
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“So historically, Models don't really keep much of an advantage because they're so easy to distill.”
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