4 sources healthy · latest episode 9 Nov 2026
prediction claim

Erik expects Modal eventually to reach a similar scale or position to neoclouds, despite scaling more slowly financially today.

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

“Uh, even though I think, you know, in the long run, like, we'll get to the same point.”
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