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
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“Uh, even though I think, you know, in the long run, like, we'll get to the same point.”30:00Report a misattribution
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