opinion claim
Erik sees training as an underserved market, especially for smaller and mid-sized training workloads.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“Do you have anything in the works that, you know, you think is gonna be, like, that next product? Any predictions maybe about the market, anything like that? I mean, I'm, I'm very bullish on training.”
“I think training is, like, kind of an underserved market. Obviously, there's, like, a lot of focus on, like, very large, you know, training runs.”
“Uh, but we, we actually see a lot of demand in the sort of smaller and, and mid-sized training segment, so I'll, I'll be talking a little bit about that later this week. Hmm. We're organizing a conference.”36:02Report a misattribution
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