> Ed Zitron also called out the business model of GPU-as-a-service middleman companies like modal deeply unsustainable, and I also don't see how they can make a profit if they are only reselling public clouds.

You got a link for that? I work on Modal and would be interested in seeing the argument!

We think building a proper software layer for multitenant demand aggregation on top of the public clouds is sufficient value-add to be a sustainable business (cf DBRX and Snowflake).