Modal CEO on Latent Space: $750M Series D, GPU markets, and why 2027 may be the year of non-Nvidia chips

josh_wills · x · 2026-10-23

After announcing Modal's $750M Series D, founder & CEO Bernhardsson joined the Latent Space podcast to discuss GPU markets, why 2027 might finally be the year of non-Nvidia chips, how open-source models made fine-tuning far less necessary, the team growing 4x in a year toward 700 people next year, and why frontier labs share a business model with music artists.

Related event: Modal CEO argues GPU cloud should ditch three-year contracts(3 posts)→

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