opinion claim
Modal's annualized growth over the past year was about 4×, which Erik considers unsustainable as a continuing growth rate.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
In their words
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“We've grown about four X on an annualized basis in the last twelve months. I think that's like an unsustainable [laughs] growth rate on a relative basis.”1:13:10Report a misattribution
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