4 sources healthy · latest episode 9 Nov 2026
opinion claim

The speaker says he probably would not have predicted that sandbox revenue and market demand would become as large as they have.

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

“But I, I, I think, you know, if, uh, like I probably would've never, you know, taken a bet that revenue would be this large from sandboxes and the market demand would be so much.”
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The speaker says he probably would not have predicted that sandbox revenue and … · Savlar