prediction claim
The speaker says that if model labs independently held compute capacity, demand for a lab’s capacity could rise sharply when it launches a new model.
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 so I think a challenge with, you know, i-if all these labs independently like held capacity, they would see when they launch a new model, demand would go up a lot.”1:21:46Report a misattribution
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