Modal CEO 谈 AI 算力为何呈矩形：D 轮 7.5 亿美元、年化收入破 10 亿
原标题：Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO
AI 摘要
Modal CEO Erik Bernhardsson 在访谈中介绍，公司在完成 5 亿美元 D 轮融资后估值达 160 亿美元，年化收入突破 10 亿美元，并已启动近 30 亿个沙箱。他解释了 Modal 如何通过聚合数千客户的需求、在底层锁定算力，来应对 GPU 需求随时间波动的问题，并指出传统固定 GPU 合约（即“矩形”合约）与真实负载不匹配。他还提到，沙箱产品最初差点被关停，后来因编程智能体和强化学习需求增长，现已占公司约三分之一收入。
正文节选
Warm welcome to Basil Chatha, our newest cohost from the Forward Deployed side of the AI Engineering world! We’ll be ramping up a new show with him and couldn’t pass up an interview with Modal’s CEO Eric on the occasion of their monster Series D! Two years ago, we spoke with Erik Bernhardsson about his vision for truly serverless AI infrastructure: developers should be able to run code without provisioning clusters, predicting load, or paying for idle resources. CTO Akshat then joined us to talk