The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

shows every show 44 of 44
every show
clear all ✕
LATENT SPACE Prediction Not checkable as stated
Burazin: SaaS revenue bumps from reselling LLM tokens will drop back down
“And I think that there will be a cold shower when people understand, like, no one's actually going to use and pay for these agents and tokens, and that wasn't actually real acceleration, but it'll drop back down.”
Ivan Burazin May 21, 2026 ▶ 1:05:23 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Prediction Not checkable as stated
Burazin: CPUs Will Become the Next Critical Bottleneck for AI Agents
“You will get to the point, and Dylan Patel was at the conference talking about, from Semi-Analysis that talks usually about GPUs, was also talking about how CPUs will now be a bottleneck because it will be the constraint. You won't be able to grow, or we won't…”
Ivan Burazin May 21, 2026 ▶ 47:35 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Open · timeframe May 2027
Daytona spins up a single agent sandbox in 60ms
“And so our time to spin up one is 60 milliseconds with network agency. So requests, spin up, reply, 60, the whole thing, 60 milliseconds.”
Ivan Burazin May 21, 2026 ▶ 17:40 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Open · timeframe May 2027
Daytona can spin up 50,000 concurrent sandboxes in 75 seconds
“But if you want to spin up 50,000 at once, we are now at about 75 seconds. So it takes about 75 seconds to spin up concurrently 50,000.”
Ivan Burazin May 21, 2026 ▶ 17:49 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Supported
Burazin: Daytona built a Windows sandbox that spins up in one second
“And the only option right now is an EC two with Windows or on, on, on Azure. Both of them take anywhere from three to five minutes to spin up. We've created an actual sandbox. So it's a second instead of milliseconds, but you have like point in time snapshots,…”
Ivan Burazin May 21, 2026 ▶ 35:46 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Not checkable as stated
Burazin: Daytona completes enterprise procurement in five days due to AI demand
“Usually when you would go through procurement to become a vendor of large companies, it would take you like two, three months. We could have done five days now.”
Ivan Burazin May 21, 2026 ▶ 52:42 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Prediction Not checkable as stated
Burazin: A dedicated agent cloud bundling sandboxes and primitives will emerge
“There will be a cloud built out specifically for agents. And so that cloud will have sandboxes and it will have web search and it'll have databases like SQLite or Neon or whatever, specifically for agent and other things. We are not at the end of the new infra…”
Ivan Burazin May 21, 2026 ▶ 1:10:47 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Not checkable as stated
Burazin: Most sandbox providers run Firecracker on preemptible VMs
“Most providers run this on top of the VMs. And also firecracker. Yeah. They run a firecracker on VMs... The common way to do it is that they, one, that the state of the machine or the hard disk is not part of the sandbox itself. And the other thing is they're …”
Ivan Burazin May 21, 2026 ▶ 13:27 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Prediction Not checkable as stated
Burazin: RL workloads will reach 50% of Daytona's volume this month
“It will be this one 50%, yeah.”
Ivan Burazin May 21, 2026 ▶ 28:22 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Supported
Burazin: Daytona sandboxes dynamically resize memory on the fly
“We haven't got into features, but an interesting feature is that it's very hard to OOM or out of memory, our sandboxes, because we can dynamically on the flyer resize, which is like impossible on almost any other thing.”
Ivan Burazin May 21, 2026 ▶ 30:06 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
LATENT SPACE Assertion Not checkable as stated
Burazin: Daytona customer bypassed Git by dumping codebase JSON snapshots to S3
“Actually the most interesting one is we had one customer that will literally Take the entire code base inside the sandbox and every, I forgot what the time sequence was. They would just dump it all into a JSON and then push that to S three. And that's it.”
Ivan Burazin May 21, 2026 ▶ 54:34 AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.