Episodes featuring Erik Bernhardsson

Browse episodes where Erik Bernhardsson appears as host or guest. View all episodes →

20VC with Harry Stebbings
Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute
20VC with Harry Stebbings · with Erik Bernhardsson · Nov 02, 2026 · 1 recommendation

Modal CEO Erik Bernhardsson joins Harry Stebbings to discuss the inference market, GPU buying, margins and hiring. He argues open-source inference has not peaked as Modal reaches $1 billion in annual revenue.