4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Modal Sandboxes generate approximately one-third of Modal's revenue.

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

“And then we're seeing-- started seeing tremendous growth coming from a number of Neo labs doing things like reinforcement learning on Modal Sandboxes. So Sandboxes is now about a third of our revenue.”
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