4 sources healthy · latest episode 9 Nov 2026
opinion claim

The speaker believes Modal would be failing in an important respect if each customer model optimization continued to require direct, bespoke work with the customer.

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

“For your customers or for internally? Both. I, I think it's, like, a little bit like with the FDEs. Like, I, I, I think we initially will do a lot of stuff with our customers to optimize their models, but over time figure out how do we turn those into products. I think we'll sort of arguably fail in a certain way if every time a customer needs to optimize a model, we have to go and work with them and, you know.”
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The speaker believes Modal would be failing in an important respect if each … · Savlar