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@bernhardsson
Building everyone's favorite AI infrastructure platform @modal
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Modal CEO Erik Bernhardsson argues that selling AI inference alone will become a commodity business, requiring products around it.
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Artificial Analysis ranks its High configuration first on a 22-model index but eighth for live-conversation preference.
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Chamath Palihapitiya predicts pipeline delays could leave paid-for compute idle or under-earning in 2027.
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A user quotes a “neolab” friend saying it could resell compute even if it fails to train the best model.
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Latent Space reports that Modal pools customer demand to make long-term rented GPU capacity available as flexible compute.
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A post argues open-weight cyber models benefit defenders, citing progress finding bugs and the cost of comparable closed models.
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Reuters reports SoftBank and MGX are in talks to join the round, which could value OpenAI above $1.4 trillion.
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A user says they encountered many London labs started by former DeepMind researchers.
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A post shares a photo link under that caption, without describing what the image shows.
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Modal says it recently crossed $1 billion in annualized run rate, with Sandboxes alone at a $300 million run rate.
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A post quotes Apollo's chief economist on diverging growth forecasts; another argues early-market demand is often underestimated.
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A post jokingly boasts about doing both and links to a video.
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A user calls sixth place “pretty cool” and says “we’ll be top 5” next year.
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Modal says Runtime is at The Midway and invites attendees to learn from engineers behind its partners’ tools. Partners helping put on the event include Nvidia, Pydantic and Temporal.
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A post argues that the most valuable knowledge takes months or years of feedback to learn.
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A user jokes that interest rates should keep rising until they can get B300 GPUs at $4 an hour again.
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A post shares counts of merged pull requests by contributor organization, offering one measure of contributions to open-source inference engines.
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Conversation with Max Rimpel on rethinking infrastructure for AI apps
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Tweet by Dan Shipper features a screenshot stating top businesses drive most OpenAI and Anthropic revenue.
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Unconventional AI CEO contrasts hardware costs and supply with SaaS metrics.
