4 sources healthy · latest episode 9 Nov 2026
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
0.95how strongly it was put, not whether it is true
0.80importance to the conversation
0.96confidence the claim was read correctly
Erik remains skeptical that Modal will build a major on-prem business and … · Savlar