Skip to content

Builder's brief · Oct 22, 2026

Builder's brief: Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO

2 picks. Also: Fusion startup Helion is developing new semiconductors that could double output of its power plants.

What changed

2 picks. Leading: Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO; Fusion startup Helion is developing new semiconductors that could double output of its power plants.

AI1

Builders1

What it costs to build now

Live build costs from public sources. Full tables on the stack page.

  • AI API prices

    441 models priced per 1M tokens.

    Source: OpenRouter, fetched 2026-10-25

  • GPU rental

    33 GPU models priced per GPU-hour.

    Source: Vast.ai, fetched 2026-10-25

  • Cost of money

    Bank Prime Loan Rate: 7.00% on Oct 21, 2026.

    Source: FRED, Federal Reserve Bank of St. Louis (DPRIME)

See the full stack

Where the openings are

Ownership and build openings: Fusion startup Helion is developing new semiconductors that could double output of its power plants.