20VC host: inference demand is infinite, 3-4 providers worth $300-500BN each will emerge
graceisford · x · 2026-11-03
Harry Stebbings shares his biggest 20VC takeaway from an interview with Modal founder Erik Bernhardsson: inference demand is effectively infinite, far larger than anyone comprehends. He argues neo-cloud providers will struggle to move into this market, and predicts 3-4 specialised inference providers worth $300-500BN each. Modal is already one, with $1BN ARR including $300M from sandbox revenue alone.
Related event: Modal Tops $1B ARR as CEO Talks Boundless Inference Demand(2 posts)→
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