opinion claim
Erik thinks GPU ownership may earn a premium but is uncertain whether that premium compensates for the risk of holding expensive assets.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“Like there's always gonna be a little bit of a premium you can get from owning GPUs, but is it worth the risk? You know, is it worth the risk like holding these like very expensive assets on your balance sheet?”
“I'm not so sure, but you know, we're gonna see.”20:52Report a misattribution
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