4 sources healthy · latest episode 9 Nov 2026
prediction claim

Modal does not plan to focus on smaller training markets for a while, despite Erik's view that they are underserved.

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

“We're, we're not gonna, like, focus on that for a while, but, but I think there's a lot of stuff in the, you know, slightly smaller markets that, that, that are relatively underserved.”
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