Modal raises $750M at $15.75B as inference booms; 20VC probes AI valuation cracks

sarahcat21 · x · 2026-10-23

The latest 20VC episode surveys AI's funding froth: a CoreWeave share sell-off stokes fears of cracks in the AI boom, Anthropic's IPO valuation chatter reportedly slips from $2T to $1.5T, and Modal raises $750M at a $15.75B valuation on the inference boom. sarahcat21 adds that the market underestimates how technically hard low-latency, highly reliable inference at scale really is.

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