causal claim
The speaker says demand for a model can decline after another lab releases a better model, even as the original lab works on its next version.
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 another lab launches a better model, and then the demand goes down. Yeah. You know, but, but of course, like in the background they're working on the next version.”1:21:56Report a misattribution
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0.75importance to the conversation
0.90confidence the claim was read correctly