4 sources healthy · latest episode 9 Nov 2026
causal claim

Modal Sandboxes grew through demand from vibe-coding companies, background-agent workloads, and reinforcement-learning workloads at AI labs.

Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“And, and, and so we started seeing a lot of growth coming from, like, vibe coding, you know, companies like Lovable and, and other ones.”
“Uh, and, and then, you know, companies like Ramp started using Modal for background agents.”
“And then we're seeing-- started seeing tremendous growth coming from a number of Neo labs doing things like reinforcement learning on Modal Sandboxes. So Sandboxes is now about a third of our revenue.”
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