Modal hits $1BN ARR; 20VC host predicts 3-4 inference providers worth $300-500BN
blelbach · x · 2026-11-03
Harry Stebbings shares takeaways from his chat with Modal founder Erik Bernhardsson: inference demand is "infinite," neo-clouds will struggle to compete, and 3-4 specialized inference providers worth $300-500BN will emerge. Modal already has $1BN ARR, including $300M from sandbox revenue alone; Bernhardsson says lack of confidence delayed his entrepreneurship.
Related event: Modal Hits $1B ARR at $15.75B Valuation as Inference Demand Soars(3 posts)→
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