4 sources healthy · latest episode 9 Nov 2026
opinion claim

Erik prefers Modal to remain a lean software company and generally opposes software companies owning hard assets, but says all options remain possible if needed to secure capacity.

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 so, yeah, we, we look at that and, you know, we look at all the options and, and it's possible we might have to do similar things ourselves. I wouldn't want to. Like, I would rather focus on being, you know, like a very lean software company, like doing the things we're good at. I don't think it's good in general for software companies to own hard assets, you know, in, in the same way as, like, should you own your office?”
“Like, I, I don't think that's necessarily the right, uh, solution for, for most companies. But of course, like, in order to get the capacity we want, like, you know, everything's on the table. Yeah.”
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Erik prefers Modal to remain a lean software company and generally opposes … · Savlar