™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
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