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We are going to see a lot of vertically focused AI native companies accelerate. Routers, open-source models and specialized post-training en…

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 dramat

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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. Across every dimension, July was the strongest quarter-opening month in @WeAreLegora's history. Net new ARR was 90% higher than April ‘26, our prior quarter-opening record. ARR grew more than 10x year-on-year. This reflects something specific: more in-house legal teams are choosi…

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Source: Sonya Huang (X) | 2026-08-01

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