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eric bernardson

T3 · host / generalist
1 call·1 name·100% bull·last heard 3 months ago·The Logan Bartlett Show
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$MODALModalposition

Modal positions itself as the AI infrastructure layer

Modal is framed as a picks-and-shovels AI compute platform for inference, sandboxes, and training. Its dense technical team and recent $4.65 billion valuation support the claim that it can become a major infrastructure company.

The Logan Bartlett Show2026-05→

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$MODAL
Modal
HIGHeric bernardson·The Logan Bartlett Show·3 months ago· position
Modal positions itself as the AI infrastructure layer
Modal is framed as a picks-and-shovels AI compute platform for inference, sandboxes, and training. Its dense technical team and recent $4.65 billion valuation support the claim that it can become a major infrastructure company.
"The best way I think to explain Modal is that there's a lot of companies out there and they're all trying to build AI infrastructure... we basically provide the underlying infrast…"
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