PERSON DIRECTORY
Erik Bernhardsson
Erik Bernhardsson appears in 3 indexed conversations across 20VC, Latent Space, No Priors. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
3 EPISODES3 SHOWS
Language
20VC: Modal’s Erik Bernhardsson on inference and RL’s limits
Harry StebbingsErik Bernhardsson
Modal has reached $1 billion ARR after 15X growth in 12 months, yet capacity spending keeps cash flow negative.Its 25-neocloud pool, per-GPU-second pricing and adjacent products aim to smooth demand, retain customers and lift gross margins toward Bernhardsson’s 40–60% range.Watch whether 30–40% monthly growth can support buying roughly two to three times projected capacity as hardware-price timing remains unknowable.