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AI Podcasts › Unsupervised Learning › Episode
Unsupervised Learning · October 28, 2026 · 59 min

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

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Show notes

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 low-level infrastructure paid off, and Erik’s takes on NeoClouds, NeoLabs, and where GPU prices are headed next.

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