prediction claim
Erik is uncertain whether GPUs will become highly commoditized, benchmarked tradable assets comparable to Henry Hub gas or Brent crude.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“That being said, like, I, I'm, I'm not entirely sure if we're gonna see, you know, GPUs becoming sort of, you know, whatever the sort of Henry Hub-like, you know, Brent crude-type, like, you know, super commoditized, like, tradable asset.”31:40Report a misattribution
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