Modal CEO Erik Bernhardsson: Why AI compute shouldn't be sold in 3-year rectangles
Latent Space · youtube · 2026-10-23
Latent Space interviews Modal CEO Erik Bernhardsson on GPU cloud economics: AI workloads don't run in neat three-year rectangles yet capacity is sold that way. Covers GPU sourcing, rent-vs-own risk, GPUs as an asset class, alternative accelerators, the explosive growth of agent sandboxes (1M concurrent in seconds), sandbox security with Anthropic, optional code reviews, and serverless GPU pricing.
Related event: Modal CEO: GPU capacity shouldn't be sold in rigid three-year contracts(2 posts)→
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