Erik Bernhardsson, CEO of cloud infrastructure startup Modal, discusses the potential for AI models to outperform classical numerical simulations in physics and weather forecasting.
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.”