Oct 22, 2026

Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal

Erik Bernhardsson, CEO of Modal, traces his path from building Spotify's recommendation system to founding a serverless GPU cloud, and explains how Modal aggregates demand, secures GPU capacity, weighs renting against owning, and sees agent sandboxes becoming a major product line.

Oct 20, 2026

The World Wild Web & Bots With Buying Power

This episode asks whether a model described as dangerously capable is a real security problem or a marketing narrative. It uses the Astra sandbox incident as a starting point, then covers how agents are moving from chat into the browser to book, file, draw, and shop, and what that shift means for payments, advertising, and merchant data.