AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
May 21, 2026 · 1:11:40
In this episode, Ivan Burazin, CEO of Daytona, explains why AI agents need composable computers rather than disposable code execution boxes, and how Daytona pivoted from human dev environments to building a bare-metal sandbox platform that spins up one sandbox in 60ms and 50,000 in 75 seconds. Daytona's biggest customer runs 850,000 sandboxes daily, and RL/eval workloads have surged from 0% to 50% of usage. The platform competes against managed Kubernetes (EKS/GKS) by offering stateful snapshots, dynamic resizing, and a scheduler purpose-built for agent workloads. Burazin also discusses the company's 74% month-over-month growth, the addition of Windows sandboxes, and the licensing challenges of macOS. He argues the future AI cloud will look more like Stripe than AWS, and that agents will need every kind of computer—including legacy Windows environments—to automate knowledge work.
