4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Modal evaluates vendors against a specification sheet that includes IOPS, CPU performance, and network ingress and egress bandwidth requirements.

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

“But, but like we do have like a spec sheet basically. Like when we talk to vendors, the first thing we do is we send them a spec sheet. We say, "We need this number of IOPS.”
“We need, you know, like the CPU needs to be at least, at least, you know, have, have this many, you know, whatever the pass mark scores or whatever it is.”
“We need to see like, you know, minimum, you know, north, north-south, uh, bandwidth, uh, egress and, and ingress." Uh, so we do have a, a list of requirements.”
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