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Erik says Modal's GPU expenses exceed its payroll costs despite having around 200 employees.

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

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“Yeah. Interesting. Do you think that's gonna change? No. I, I think you know, the, the sort of operating leverage that we have in this business is kind of insane. Like you know, we have two hundred employees.”

“You know, they cost a lot of money, but you know, the, the, the GPUs cost a lot more money. Yeah.”

1:10:17 Report a misattribution

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