Modal CEO Erik Bernhardsson on Why GPU Compute Comes in Rectangles
The rectangle framing explains a cost driver most teams miss when they assume cloud GPUs scale fluidly — granularity, not demand, sets the bill. Builders evaluating Modal or planning agent deployments at scale will get a clearer model for forecasting infrastructure spend. The discussion of sandbox growth doubles as a snapshot of how agent-native cloud vendors are being forced to redesign capacity planning.
