Bernhardsson: GPU alt-clouds are real estate businesses adding little stack value
Erik Bernhardsson · Can AI Infrastructure Work Like Magic? Erik Bernhardsson, CEO, Modal · Oct 31, 2024 · at 5:29
Erik Bernhardsson, CEO of Modal, compares GPU cloud providers like CoreWeave and Lambda Labs to real estate rentals like WeWork.
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“It's like sort of like almost like real estate, right? Like they own sort of, you know, real estate and they rent it out, arguably sort of, you know, we work, you could say, if you want to be, you know, a little cynical, but like not a ton of value, like higher up in a stack”
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