4 sources healthy · latest episode 9 Nov 2026
prediction claim

Modal plans to initially help customers optimize models and eventually productize the resulting work.

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

“For your customers or for internally? Both. I, I think it's, like, a little bit like with the FDEs. Like, I, I, I think we initially will do a lot of stuff with our customers to optimize their models, but over time figure out how do we turn those into products. I think we'll sort of arguably fail in a certain way if every time a customer needs to optimize a model, we have to go and work with them and, you know.”
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