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🛠️Modal CEO on Why AI Compute Comes in Rectangles
TL;DR
Modal CEO Erik Bernhardsson explains why renting pooled GPU capacity beats owning fixed blocks, and why Kubernetes and Docker were not built for agents. Modal is past a $1B run rate and a $16B valuation, with sandboxes at a third of revenue.
Modal CEO Erik Bernhardsson explains why renting pooled GPU capacity beats owning fixed blocks, and why Kubernetes and Docker were not built for agents. Modal is past a $1B run rate and a $16B valuation, with sandboxes at a third of revenue.
Key Points
1
Modal rents nearly all capacity, mostly three-year deals across about 25 clouds
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ModalErik BernhardssonGPU capacitysandboxesLatent Spaceinferenceagentspodcast
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