prediction claim
Erik is more concerned about a GPU price collapse than further price increases, but does not expect a collapse anytime soon.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
In their words
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“Um, so um, I, I don't necessarily worry too much about prices going up. I do worry more about actually prices collapsing. I don't think that's gonna happen anytime soon.”19:40Report a misattribution
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