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Latent Space
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Over 30 min
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1:25:33
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Latent Space
· Oct 22, 2026
Podcast · 2 speakers
Why GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modal
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Guest Erik Bernhardsson · Host Vibhu Sapra
Modal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
Infrastructure & deployment
Sandboxes & isolation
AI cost & performance
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