prediction claim
Erik says a GPU price collapse would harm companies that have committed to large amounts of capacity.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“Uh, but I think that would be a quite bad thing for a lot of the players in the market. Why would that be bad? I think it would be bad for if, for anyone who's locked in a lot of supply.”19:50Report a misattribution
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