4 sources healthy · latest episode 9 Nov 2026
opinion claim

Erik attributes Modal's sandbox position to its infrastructure, scaling, and reliability expertise and believes it has the largest market share, while acknowledging he has no market-share data.

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

“I, I think the thing we've always been very, very good at, I mean, we're infra geeks, right? Like, we're very good at, like, you know, scaling and reliability and, and doing a lot of stuff. And, and I think that's why...”
“That explains to a large extent, like, why we have, you know, in, in my opinion, I don't have numbers, but, like, I think we have by far the largest market share in this space.”
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