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
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“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
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