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Back to Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO, with Erik Bernhardsson & Vibhu Sapra.

Why Does Modal Snapshot Sandboxes?

Erik Bernhardsson sees snapshotting as the way a long-running agent spins a sandbox up in 100 milliseconds, runs a few commands, shuts it down, and snapshots it. A faster wake-up and go-to-sleep cycle means sandboxes only run for a very brief period. Compute gets much more efficient, and forking, moving work around, branching instead of a linear flow, and running hundreds of agents at the same time become possible.

A lot of sandbox workloads today are lift and shift. People take a dev box, shove it in the cloud, and have an agent control it, sometimes with the harness running inside the sandbox. He is not sure a long-running dev box is the right long-term model for agent compute. A better model treats agents as durable execution workflows that run nonstop and only sometimes run commands.

Continuous integration shows the same limit. For most of its history, including GitHub Actions, the flow was sequential: slowly install a bunch of stuff, run the test suite, then generate reports. Breaking a suite into shards is possible and annoying. The aim is to run every single test in its own sandbox, about a thousand sandboxes at once. Too much overhead around starting and stopping sandboxes is what blocks that scale. Frictionless starting and stopping is what opens an extremely bursty, large-scale run where as much work as you want can run in parallel. Once the primitives and building blocks are in place, software can do work that previously could not be done.

Grokipedia·GitHub Actions

Transcript

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

Latent Space: The AI Engineer Podcast

More from this episode

  1. What Is Modal's Killer App?Erik Bernhardsson says Stable Diffusion turned out to be the killer app for Modal, the platform he built to make it easy to run code in the cloud.
  2. Why Did Modal Rebuild Its Tools for Generative AI?Erik Bernhardsson says Modal rebuilt its tools for generative AI because Kubernetes and Docker were made for a steady back-end workload.
  3. Why Are AI Hardware Prices Going Up?Erik Bernhardsson says AI hardware prices are going up because capacity is tight while big buyers take as much supply as they can, even though hardware prices…
  4. Why Won't Erik Bernhardsson Buy All the Compute He Can?Erik Bernhardsson will not buy up as much compute capacity as possible just because demand for intelligence looks basically infinite.
  5. How Do Neoclouds Expand So Quickly?Erik Bernhardsson says neoclouds expand quickly by pre-selling chips they have not bought yet.
  6. What Share of Revenue Do Modal Sandboxes Make?Erik Bernhardsson says Modal Sandboxes now make up about a third of revenue, and the team considers them the company's second product.
  7. Is Smaller AI Training Underserved?Erik Bernhardsson says smaller AI training is an underserved market. Huge training runs go to Neo cloud mega deals for 100,000 GPUs.
  8. Was Modal Hacked in the Hugging Face Incident?Erik Bernhardsson says Modal itself was not hacked in the Hugging Face incident.
  9. How Does Modal Treat Code Reviews?Erik Bernhardsson treats code review at Modal as optional.
  10. What Is the Best Use of New Cash at Modal?Erik Bernhardsson says the best use of new cash at Modal today is capacity prepayments. Modal is ramping up capacity very aggressively.
  11. How Many People Work at Modal?Erik Bernhardsson says Modal recently crossed 200 people and will probably hit 250 by the end of the year.
  12. Why Does AI Compute Come in Rectangles?Erik Bernhardsson says AI compute comes in rectangles because a typical GPU contract sells a fixed block of chips for about three years, starting three to six…

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