4 sources healthy · latest episode 9 Nov 2026
prediction claim

Erik says Modal may combine ownership and rentals or use arrangements such as joint ventures or SPVs over the next few years.

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

“Like it's gonna take a few years to get through this and, and, and in the long run, you know, we might own some, we might rent some, maybe a combination, maybe do some other crazy stuff, joint ventures, who knows?”
21:04Report a misattribution
0.55how strongly it was put, not whether it is true
0.75importance to the conversation
0.92confidence the claim was read correctly
Erik says Modal may combine ownership and rentals or use arrangements such as … · Savlar