The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
May 20, 2026 · 1:29:54
Jake Cooper, founder of Railway, argues that the next era of software infrastructure requires an agent-native cloud built on own-metal data centers, with primitives for version control, observability, and orchestration at 1000x scale. Railway grew from a slow six-year grind to 3 million users and 100,000 weekly signups with only 35 people, after surviving a $500,000/month loss on its free tier and rebuilding the business. Cooper explains that building its own data centers yields a three-month payback period and 70% margins, while using cloud bursting (AWS, GCP, Oracle) for overflow, and that data center debt is a better tool than venture debt for infra startups. He details how agents need CLIs with many flags, safe production forks, feature flags, and incremental rollouts, and why the pull request is dying in favor of prompt requests. Railway relies on Temporal for orchestration but may build its own workflow engine, and uses an internal tool called Central Station to aggregate customer feedback and incidents. Cooper advocates using agents to generate and review code instead of writing it by hand, and says focus on primitives—not GPUs—is key for now.