Erik says Modal was not intended to become a neocloud and sees a risk in shifting toward fixed multi-year GPU-capacity sales.

“Like, we, we, we never thought of Modal as, like, a Neo cloud, and, and I think there's, like, a risk of, like, getting sucked in that direction and becoming a Neo cloud.”

“Like, just selling, you know, sort of what I think was, like, rectangular, like, "Here's, like, a three-year. You get this many GPUs."”