descriptive claim
Erik says Modal's primary current focus is managing capacity and its financial trade-offs, including pricing, packaging, ownership, and renting.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“Capacity and the sort of financial complexity and you know, in general like how do we, how do we think about that space? How do we think about pricing and packaging?”
“How do we think about the sort of tension between ownership and renting? Should we be going a more Neo cloud direction? Should we go in the opposite direction, the sort of counter position?”
“Like that's probably the biggest thing that I think a lot about. Uh, the second biggest thing I think a lot about is, um, probably around like more like product strategy.”1:10:41Report a misattribution
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