opinion claim
Erik says enterprise cloud adoption took about 15–20 years and believes cloud and multi-tenant systems are prevailing over on-prem deployments.
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
“It took probably enterprises, like, another fifteen to twenty years. But, like, you look at, you know, vendors like Snowflake or, I mean, AWS, and, like, you know, I, I think there's many examples of Datadog, et cetera.”
“Like, the cloud is clearly winning, right? Like, and, and the multi-tenant systems are clearly winning. And, you know, to me, on-prem looks increasingly like sort of a legacy business model.”1:06:35Report a misattribution
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