4 sources healthy · latest episode 9 Nov 2026
opinion claim

The speaker believes it is a genuine industry problem that compute capacity is primarily available through fixed, rectangular blocks.

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

“And, and I do think it's a legit problem for, for the space. It's like the only... The prime way to get capacity is to, to buy these rectangular blocks. It's not great. I think the world needs to vol...”
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