4 sources healthy · latest episode 9 Nov 2026
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After early 2023, Modal's revenue diversified; Suno became a major customer in late 2023, and Erik says Modal now has strong revenue diversification.

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

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“But, but then after that, you know, it started diversifying a little bit. Yeah. And late twenty twenty-three we, we got Suno as a big customer. They were a big chunk of our revenue for a while too.”
“But then, you know, it's over time, like we actually have really good, uh, revenue diversification now. Yeah. Yeah. For the stable diffusion stuff, I remember using it for like ComfyUI.”
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