4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Modal Functions generates about two-thirds of Modal's revenue and is used primarily for inference, while also supporting other workloads.

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

“Like I mentioned, we started seeing product market fit in twenty twenty-three, and now, you know, it's about two-thirds of our revenue and, and, and empowering a lot of, you know, pr-- in practice, it's mostly inference, but, but you can use it for all kinds of other stuff.”
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Modal Functions generates about two-thirds of Modal's revenue and is used … · Savlar