The speaker describes Modal’s long-term strategy as aggregating compute capacity globally and allocating it in fine-grained units by scaling workloads up and down quickly.

“The more and more I think about Modal and, like where we're going in, in the long run is like we're building, like we're aggregating the world's compute capacity, and we're very good at slicing it out, like very granularly 'cause we've built all this work around, you know, scaling up and down extremely fast.”