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.”1:15:15Report a misattribution
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