Anthropic's S-1 inference economics changes Modal CEO's view on GPU prices
firstadopter · x · 2026-10-29
Investor Jacob Effron cites Modal CEO Bernhardsson's claim that Anthropic's S-1 filing changed his outlook on GPU prices over the next few years. firstadopter echoes the bullish call on OpenAI/Anthropic for the next 12 months, saying WSJ and FT should re-read the S-10 more times.
Related event: Anthropic S-1 shifts GPU market outlook; neocloud selloff may have bottomed(2 posts)→
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