Prediction Not checkable as stated
Bernhardsson: AI will expand rather than destroy demand for software engineers
“So I, I'm very bullish on software engineers. I think it would take a lot to sort of destroy that demand. I think people look at a lot of like AI as like a kind of fix something, but in my opinion, it's like, No, it's just gonna unlock more latent demand for m…”
Opinion
Bernhardsson: Long-Term GPU Contracts Are the Wrong Model for Startups
“Means that cloud, you know, a lot of the cloud capacity is like, you know, the only way to get it is to sign long term commitments, which I think for a lot of startups is really not the right model for how things should be.”
Prediction Not checkable as stated
Bernhardsson: Dynamic multi-tenant pooling is the future of AI compute
“I think there's so many benefits of this multi-tenant model in terms of capacity management that to me, it is very clearly like a big part of the future of AI is like running a big pool of compute and slicing it very dynamically.”
Insight
Bernhardsson: Companies reliant on model quality must train custom models for defensibility
“I think eventually like for any company where model quality really matters, unless you kind of train your own model in the end, like, I feel like it's going to be hard to sort of defend the fact that like, You know, you're, you have a better solution. Cause li…”
Disclosure
Bernhardsson: Modal Built Custom File System, Scheduler, and Container Runtime
“We can't really use Docker and Kubernetes. So we're going to have to throw that out and probably going to have to build our own file system, which we did pretty early in a build our own scheduler and build our own container runtime. So that was like basically …”
Assertion Not checkable as stated
Bernhardsson: Modal Can Provision 100 GPUs Within Seconds
“We run a very big compute pool, like thousands of GPUs and CPUs, and we make it very easy to get, you know, if you need a hundred GPUs, we can typically get you that within seconds.”
Opinion
Bernhardsson: Audio AI is underexplored with massive open-source opportunity
“I think audio is like very underexplored. I think there's a lot of opportunity for open source models in that space. But I don't think we've seen anything really cool yet.”
Prediction Not checkable as stated
Bernhardsson: AI-native data storage will take 5–10 years to mature
“The more native, like AI native storage solution would be, you put text in, you put, you know, video in, you put image in, and then you can search by that. Like to me, that would be like a more sort of native, AI native sort of storage solution. So that's like…”
Insight
Bernhardsson: Developer productivity gains historically increase the number of engineers
“Every time that's happened, you know, It turns out like there's so much latent demand for software that actually like the number of software engineers goes up. So like, I feel like you look back at like, you know, last like four years of software development, …”
Prediction Not checkable as stated
Bernhardsson: Deep learning should transform meteorology and turbulence modeling
“Meteorology is like something I actually think, like, deep learning should, like, change, right? Like, it sort of makes a lot of sense. Like, you know, deep learning should be very good at, like, you know, predicting, you know, turbulence and things like that.…”
Insight
Bernhardsson: Music is historically among the first sectors transformed by new tech
“Music in itself tends to be like sort of always like one of the first areas where you see Real impact of new technologies, whether, you know, Spotify or like iTunes or piracy or like all these things or gramophones going back.”
Disclosure
Bernhardsson: Stable Diffusion Release Drove Initial Traction for Modal
“The main thing that really started driving all the traction was when stable diffusion came out. And a bunch of people came to us and like, Hey, actually, this looks kind of cool. Like you have GPU access. It's very easy to, you know, you have to think about, y…”
Assertion Supported
Bernhardsson: AI Music Startup Suno Runs All Inference on Modal
“So, so one example of a customer I think is super cool building really amazing stuff is Suno. Which does AI generated music. So they run all their inference on modal very large scale.”
Disclosure
Bernhardsson: Modal Is Expanding into Bursty Experimental AI Training
“Traditionally, most of modal has always been inference. Like that's been our main use case, but we're really interested also in training. So in particular, like probably focused more on these like shorter, like very bursty sort of experimental training runs, n…”
Disclosure
Bernhardsson: Modal sees growing platform usage in computational biology
“And that's actually a field where we start to see a lot more usage as model as well. Is there's a lot of, I feel like there's like a kind of a resurgence of computational biology.”
