prediction claim
Erik expects low-latency applications, including speech-to-speech and voice-model use cases, to become an interesting market as the models improve.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“Very bullish on, like, low latency stuff. I, I think there's gonna be a lot of, you know...”
“Once we sort of get the audi- like, the speech-to-speech models working, like the voice models, I, I sort of expect that to be very interesting market. Then of course, like, all this, like, agentic stuff, right?”36:48Report a misattribution
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