4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Erik says Modal's second major focus is identifying the infrastructure building blocks that future agentic applications and markets will need.

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

In their words

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“Like I think a lot about like what is the next building blocks? Like if, if we, you know, do more like agentic stuff, like what are the things we need?”
“You know, are there certain storage primitives or compute primitives or... In general like what is the thing that the world is gonna wake up and realize they need over the next few years?”
“And, and ideally we have that at that point. We've been pretty good in general at like you know, anticipating demand and building products in advance of it with the serverless functions and the sandboxes.”
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