If your tool can solve disease you don't monetize via the API but via vertical integration.
- If your tool can solve disease you don't monetize via the API but via vertical integration.
- The API takes a small cut of everything.
- Vertical integration takes a massive cut of a few things.
- If there is a very long tail of use cases, the horizontal API approach is more valuable.
- If there's a thick head but thin tail, then vertical integration will be selected for.
- If vertical integration is selected for, it's conceivable that the model providers stop giving access to the models for the frontier models.
- Mythos appears to be going that way.
- Conveniently, they can tell a story of national security.
- Now, they can give access to that model only for specific verticals… with vertical-specific contracts aimed at pricing based on value produced.