4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Modal often tests a vendor's capacity on one node, yet may commit tens or hundreds of millions of dollars before fully knowing the vendor.

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

“Often we try to do like an acceptance testing period where we get like one node and, and run some tests. Over time, you know, like to some extent, it also involves a little bit of a leap of faith.”
“You know, sometimes we sign very big commitments, you know, tens or hundreds of millions of dollars, and we start working with the vendor that we still don't fully know.”
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