™Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO
Latent Space interviews Modal CEO Erik Bernhardsson for 85 minutes on Modal's GPU capacity sources, rent-vs-own infrastructure, agent sandboxes and the inference market.
Key points Tap a time to jump
What Modal does: on-demand GPU cloud for developers
From Spotify to founding Modal
Where Modal gets GPU capacity
Renting vs. owning infrastructure
The risk of GPU prices falling
Alternatives to NVIDIA
Modal's products: functions and sandboxes
How agent sandboxes are changing
Anthropic and sandbox security
The problem with rectangular GPU contracts
Comments
More to watch
All →- 39:59Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse
- 1:39Introducing Claude Duet — official launch video (1:39)
- 1:33:58NVIDIA GTC Berlin 2026 Keynote With CEO Jensen Huang (full keynote, 1:33:58)
- 43:33AI in NYC: How Tenex Builds an AI-Native Engineering Team — Alex Lieberman & CJ Hess
Latest news
All →- Oct 23State Council: Minimize AI's Impact on Workers in Labor-Intensive Industries
- Oct 23Hugging Face Open-Sources Carbon-X, a DNA Model You Can Chat With
- Oct 23AWS Continuum for Code Vulnerabilities Goes GA: Validate First, Then Fix
- Oct 23Four Giants Donate Key Agent Projects as AAIF Hits Ten Hosted Projects in a Year
- Oct 23Micron's Taoyuan 24-Hour Strike: Taiwan's First Semiconductor Walkout Puts Profit-Sharing on the Table
- Oct 23OpenAI Decisions API Generally Available, Powered by GPT-6 Luna
Today
Oct 23 Friday- Brief
- GitHubGitHub Weekly Vol.2: 6 Projects Worth Your Time
Tested or read — weeklyAll →
- Quiz
- Call