4 sources healthy · latest episode 9 Nov 2026
prediction claim

Erik does not expect GPU prices to collapse soon, while maintaining that hardware prices generally fall over the very long term.

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

“Like I don't, I don't think it's gonna be like, you know, it's gonna happen anytime soon, but like, you know, like I said, like hardware prices in the very long run, they tend to go down and so it's, it's worth, you know, reflecting on that, right?”
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Erik does not expect GPU prices to collapse soon, while maintaining that … · Savlar