4 sources healthy · latest episode 9 Nov 2026
opinion claim

Erik argues that new-generation software cannot be adequately supported by merely wrapping old infrastructure and requires rebuilding some components from scratch.

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

“So, so we felt that, you know, we, we had to rebuild a lot of that, you know, building our own, I, I mentioned the file system, but we also spent a lot of time over the last few years like building, you know, some really cool stuff around like CPU snapshotting, GPU snapshotting, and auto-- we built our own auto-scaler and scheduler and, and, and, and all kinds of capacity management tools.”
“And we kinda feel like you have to do that because like you can't build, you know, for this new generation of, of software- On top of— You can't build, like, a wrapper on top of the old stuff in order to, to do the new stuff.”
“You kinda need to start over a little bit from scratch. So I guess, like, the auto-scaling stuff-- Like, did you, did you see any, like, um, weird behaviors on the platform?”
11:50Report a misattribution
0.95how strongly it was put, not whether it is true
0.80importance to the conversation
0.96confidence the claim was read correctly