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Erik Bernhardsson

Modal co-founder; previously spent six years at Spotify working on music recommendations and releasing Luigi and Annoy, and later ran Better.com's roughly 300-person technology organization.

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Known aliases

  • @bernhardsson

Current stories

productConfirmed4 publishers

Modal counts $300 million a year from containers where AI agents run code

Modal raised $750 million in a Series D led by Accel at a $15.75 billion valuation, with annualized revenue above $1 billion. Modal says nearly a third of that revenue comes from Sandboxes, its containers for agents and the code they write.

Publishers:runtimewire.com siliconangle.com thenextweb.com timesofindia.indiatimes.com

Perspective Coverage

4 publishers
Builder
Builder 34%
Operator
Operator 19%
Investor
Investor 47%

Reality

Evidence45
Adoption60
Hype gap+20
Incentives65
Confidence62
investOne report1 publisher

At least half of Nvidia's receivables now sit with five customers

Five customers each held at least 10% of Nvidia's receivables in the July quarter, up from three in January, according to a filing CNBC cited. That puts at least half of what Nvidia is owed with five buyers while the number of firms renting out its chips keeps growing.

Publishers:cnbc.com

Reality

Evidence55
Adoption65
Hype gap+10
Incentives70
Confidence55