4 sources healthy · latest episode 9 Nov 2026
causal claim

The speaker says demand does not move entirely overnight to newer models because existing models, prompts, and related workflows create some stickiness.

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

“You, you're seeing demand kinda shifting to like the latest and greatest Chinese lab mo-- I mean, not like-- It's not like, you know, it's just like everything just moves overnight 'cause, 'cause a lot of models and prompts and stuff like, like a lot of things like get sort of...”
“There, there's like a certain stickiness to it.”
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