opinion claim
Erik believes the market would benefit from more alternatives to NVIDIA, even though he considers NVIDIA an excellent company with an excellent product.
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
“I think it'd be healthy for the market to have more alternative. As much as I love NVIDIA, like, to make that clear, like, I mean, they're obviously an amazing company and with an amazing product.”27:31Report a misattribution
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