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Ep 95: Modal CEO on the Future of Inference, the Chaos of the GPU Market & Origins of the Sandbox Bet

Jacob Effron and Pat Chase sit down with Erik Bernhardsson, co-founder and CEO of Modal, for his second appearance on Unsupervised Learning, now with the company past a $1B run rate. They dig into how the AI compute market actually works behind the scenes, why Modal’s early bets on sandboxes and lo…

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  1. 2026-10-28 13:03 · Unsupervised Learning (Redpoint)
    Ep 95: Modal CEO on the Future of Inference, the Chaos of the GPU Market & Origins of the Sandbox Bet

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