opinion claim
The speaker says coordination and pacing would be desirable in a capital-expenditure arms race with a competitor, but declines to elaborate.
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
“I don't know if I ran an IPO-ready startup [chuckles] engaged in CapEx arms race with a competitor. It would be nice to coordinate and pace the arms race a bit. No comment.”1:18:22Report a misattribution
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