AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona

I've never experienced this that people literally call you if you do not give them access. Like they want access right now. And so it's like, okay, they don't want this. The thing that they want doesn't seem to exist or they have not found it and they really really want what what we want. And then when we understood that we're on to something. And then when you think about the size of the market, like the market for every single agent that will exist ever in the future is just like what is that market? How big is that? Before we get into today's episode, I just have a small message for listeners. Thank you. We would not be able to bring you the AI engineering, science, and entertainment content that you so clearly want if you didn't choose to also click in and tune into our content. We've been approached by sponsors on an almost daily basis. But fortunately, enough of you actually subscribe to us to keep all this sustainable without ads. And we want to keep it that way. But I just have one favor to ask all of you. The single most powerful, completely free thing you can do is to click that subscribe button. It's the only thing I'll ever ask of you, and it means absolutely everything to me and my team that works so hard to bring the Inspace to you each and every week. If you do it, I promise you, we'll never stop working to make the show even better. Now, let's get into it. Okay, we're in the studio with Ivan Burin, CEO of Daytona. Welcome. Thanks for having me, man. Ivan, you and I go back way back. I don't even know how um you found like we did you reach out or for shift or I reached out to you. The reason was you we were just we were thinking about I was one of the co-founders of code anywhere the first browser based idea and so we were thinking a long time of like local host should die and you had this article local and then I reached out to you because of that um and then we talked and I was actually at a different job and learning about I was a head of like developer experience and you were quite well verssed in that and I actually reached out to you among other people like how do we how do we go about that what are the key things and whatnot at this point in time and you were nice enough to take the call. And I remember I was late on your call with you. I don't remember. I remember because I was with my then I was thinking if it was girlfriend or wife at that point in time. I'm not sure. It's the same person. So that's great. And I was late cuz we were um in you know Italy on uh vacation and then I was late for something. I felt so bad and you were so nice to be uh good about that. The the reason I'm nice is because I'm also late to other people. So it's like you know who's who's without sin here. Yeah. So I have to you know for for those who don't know uh infob shift there's this whole thing that uh you did in the past and that was basically one of the inspirations for me starting yeah engineer which is like you know I have to thank you for giving me that push to be like oh you can you can build and sell conferences. Yeah and I remember you asked you asked me at the beginning to give me advisory shares. I was so focused what we're doing I said no and I should have took the advisor shares so I'm sorry but anyway we're not we're not venturebacks you know anyway. So I I think what's interest impressive about you is that code anywhere is the thing that you've been trying to build and uh you know you kind of put it on hold and came back after after Infob just I just give us the story you the story and the origin story going into Daytona. Sure. Like really way back me and my co-founder have been together. I've said this multiple times. It's like we were married and divorced and married. Some people actually asked me is is my co-founder my partner? like they thought it literally it's not literally but we have done multiple companies together and to your point we had this shift where we went from the code anywhere to the conference called shift and then back to uh Daytona. We originally started stacking stacking servers doing like virtualization in the early 2000s and you know routters and doing basically all these things um at a foundational level and that was a services company which we sold to focus on what my co-founder actually invented which was the very first browser based IDE right um I say the first before us was actually Heroku they did it for a very very short time until they became Heroku but outside of them we were the only one and it was called Cloud9 there was cloud9 that came out slightly after us there There was um Replet which came out when we stopped doing it. Replet came out and they have been successful since then which is great. There was nitrous IO. There was quite a few that existed in time but it was like too early. But the interesting part is that we at that point in time because there was no VS code for those that still remember VS Code um for for um there was no Kubernetes and Docker had just started when we or I'm not sure if it was even public at that point in time. And so we had to build everything into the whole stack ourselves and that was the key learning that we brought into and that we've been using in Daytona today. So it was super early there about 3 million people used code anywhere. It was slightly it was angelbacked more than venturebacked. We ended up paying everyone back because it didn't have that sort of scale. But you know 3 years ago we started something similar with Daytona which is not what we were what we are today but it was automating dev environments for human engineers. the basically the underlining stack of code anywhere and then we we did a hard pivot last January to sandboxes and so here we are historic pivot and you know it's one of those things where like I had independently invested in in code anywhere but also in E2B and then both of you pivoted into the same thing and I'm like you invested you invested in Daytona you invested in Daytona but you were the first if we had not got your check we wouldn't have done it no way no it was like we have to get him on board first and you were that kicker that we that got us on the because you you were putting me on your pitch deck, man. I was like, man, this is like a good trip if I don't invest like Well, that's because it was your quote. It's like we did a bunch of research about end of local host and who was interested in that. So, yeah. Yeah. No, it's like um I put I wrote that blog post and every single company in that field reached out to me and then every VC who was receiving those pitches then also had to call me and like talk talk through it with me. Uh it's finally it's finally happening. It's finally happening. It's finally happening with maybe sort of non-human users. Yeah. Yeah. Yeah. Um, so what is Daytona today? Let's get like a crypt description. I'm wearing a shirt. You're wearing a shirt? Yes. It It says I think your branding is very good. Like it's very consistent.