PERSON DIRECTORY
Basil Chatha
Basil Chatha appears in 1 indexed conversation across Latent Space. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal
VibhuBasil ChathaErik Bernhardsson
Bernhardsson estimates Modal is at least 50× larger, with Sandboxes now a third of revenue and growing 30% month over month.As GPU supply shifts to almost 25 clouds and three-plus-year prepaid deals, Modal can aggregate thousands of customers to flexibly slice “three-year rectangles.”Locked-in reservations leave Modal exposed if GPU prices and utilization fall together.