4 sources healthy · latest episode 9 Nov 2026
opinion claim

Erik sees significant opportunity in complex hardware configurations but says they are complicated to deploy in practice.

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

“Uh, and, and I think that's quite exciting. It, it, it starts [chuckles] to get very complex when you're deploying these things in practice.”
“Uh, but, but I, I do think there's a lot of, there's a lot of, you know, opportunity in, in, in, in these sort of, you know, more complex hardware setups.”
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