causal claim
Modal's rapid growth and changes in the cloud market led it to expand its capacity sourcing across a much larger set of providers.
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
“So that, that, that model worked really well until we started running up against... I mean, first of all, like, Modal started [laughs] growing, like, very fast, and so we needed more capacity.”
“But fundamentally also, like, the cloud market started changing a lot. Um, so in the last year, basically, now in order to get the capacity we need, we have to work with a much larger set of clouds.”14:25Report a misattribution
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