opinion claim
Erik remains skeptical that Modal will build a major on-prem business and identifies as a strong advocate of cloud computing.
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
“Something I read maybe, like, I don't know, a year ago, maybe like two years ago, you were saying that you didn't think that there was gonna be, like, a big on-prem business for you guys. Um, have you maybe, like, changed your opinion on that? No, I have not changed my opinion. Um, I think Modal to me, I, I'm a cloud maximalist, and maybe to take a step back, like, when, when the cloud came in two thousand and eight, two thousand and nine or whatever, my first reaction was like, "That's crazy.”1:05:56Report a misattribution
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