Akash Bajwa · 3 August 2026 · Industry Analysis

The Endgame Of Vertical Integration

Akash Bajwa, Principal @ Earlybird

As foundation model companies build proprietary harnesses alongside their models, specialized AI labs face pressure to enter model training to remain competitive. The future belongs to those who can co-design models and application infrastructure for specific domains and optimize the Pareto frontier of intelligence-per-dollar.

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Topics: AI (Horizontal) · Enterprise Software

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