opinion claim
Erik does not necessarily believe GPU supply will remain constrained for an extended period.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
In their words
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“And I guess the supply is going to be constrained for a while, so you kinda have to do that. Like, do, do you agree with that, or do you think this is just, like, a moment in time? I don't necessarily agree with that.”17:58Report a misattribution
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