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Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO

Latent Space · Oct 22, 2026 · 1:40 PM ET

Elastic GPUs, sandbox growth, and the economics of the agent cloud

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Rules judge pick: AI item; Topics: compute, agents, chips; Source: Latent Space.

Builder score 83

0 to 100: how useful this is for building or owning income-producing assets, digital or physical. Not a rating of how big the news is.

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Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO

AIOct 14, 2026 · 4:35 PM ET · Latent Space

How Leash Bio tamed DELs, the assay that traumatizes everyone, and used the data to catch cheating models. And why that same data is perfect for AI agents learning to think like chemists.

Builder score 67