4 sources healthy · latest episode 9 Nov 2026
opinion claim

Erik is uncertain whether buying compute capacity is necessary to secure access to it.

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

“But, but I, I fundamentally don't know if like it's, it's true to say like, you know, you need to buy capacity in order to...”
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