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On 2026-08-01 Jason Shuman endorsed Gavin Baker's claim that routers, open-source…

2026-08-01 · 22:02 UTC ·@JasonrShuman ·0 min read

Brief

Jason Shuman endorsed Gavin Baker’s 2026-08-01 claim that routers, open-source models, and specialized post‑training (via FireworksAI_HQ) are accelerating vertically focused AI‑native companies. He points to Legora using its data to post‑train open‑source models and route between tuned and frontier models to match or exceed frontier performance at lower cost, a pattern Cognition also sees.

Why it matters

On 2026-08-01 Jason Shuman endorsed Gavin Baker's claim that routers, open-source models, and specialized post-training (notably via @FireworksAI_HQ) are driving rapid acceleration of vertically focused AI-native companies.

Key details

  • Shuman highlights @wearelegora as an example: post-training open-source models with company data and routing between tuned and frontier models can deliver equal-or-better outcomes at lower cost; @cognition reports seeing similar trends.
Source evidence

100% agree with this take

Gavin Baker (@GavinSBaker)

We are going to see a lot of vertically focused AI native companies accelerate.

Routers, open-source models and specialized post-training enabled by companies like @FireworksAI_HQ have all made dramatic advances and the combination of the three is driving accelerating growth.

Companies like @wearelegora can now use their data to post-train an open-source model and then combine it with frontier models behind a router to get the same or better outcomes at lower costs than the frontier alone.

This dramatically improves the business model for all these companies. @cognition seeing similar trends.

— https://nitter.net/GavinSBaker/status/2083543298992406904#m