Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
Joined July 2011
6.2K Following 306.3K Followers
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.
Show more
