opinion claim
Erik is open-minded about buying versus renting compute capacity and considers renting capital-efficient.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
In their words
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“I, I'm actually, like, not, like, mega dogmatic about it. I, I think renting is nice because there's a certain amount of capital efficiency to it.”15:44Report a misattribution
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