4 sources healthy · latest episode 9 Nov 2026
normative claim

Erik believes infrastructure companies should target one additional nine of uptime compared with typical startups.

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

“Especially at an infra company. [chuckles] Yeah. And, and exactly. Like, you know, infra companies, like, we, we need one more nine than the average startup, right? Yeah. In terms of uptime.”
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