In a world where building AI applications is getting easier every day, the biggest moat won’t be the application itself. It will be a deep u…

In a world where building AI applications is getting easier every day, the biggest moat won’t be the application itself. It will be a deep understanding of your users. The winners will be the companies that translate those insights into specialized AI models tailored to their own use cases. No two users are the same, so why should the intelligence serving them be? Thanks to open-source models and advances in post-training, building specialized models is becoming dramatically easier and more cost-effective than ever. My DMs are open if you’d like to discuss the trends we’re seeing across the industry. 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. Com…

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Source: Fireworks AI (X) | 2026-08-01