Daytona

“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.”

“Most people thought it was the same infrastructure for humans and agents. We understood a quarter ago. It's not, we just didn't know what was the right primitive.”

“Oh yeah, we will, but not for inference. Like essentially what we think about is like the GPU sandbox. So if you think of like, if you have a GPU in your computer, that is what you have a GPU in the sandbox. So there are workloads that do need GPUs. Again, I a…”

“We literally have about a thousand Slack connect channels, something like that.”

“And our belief is strongly that agents today and going forward will need all these different compositions of computers to do different types of tasks.”

“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,…”

“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.”

“It will be this one 50%, yeah.”

“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.”

“The reason why a lot of people come to us is because GPUs are more expensive than CPUs, right? So you want your GPU running at what? A hundred percent the entire time. And so when you're running runs on CPUs, when the CPU cycle is like down and spinning up the…”

“Everything outside of what's under a feature flag today, which is like the Windows stuff, GPU stuff, whatever it is in this open source. It is there. So everything is there, like our own scheduler, everything's there.”

“Agents will be like humans in the sense of you don't want your laptop to be shut down until you're done with work. Like, and you want to close the lid and open the lid. It's the same state. So agents would want that like pause and come back. They want those tw…”

“It's interesting that our, I talked to you about this, our number one city by user Is Singapore. Which is an interesting one, right? Not by revenue, just by, just like by individual headcount”

“And so right now, Daytona's mean utilization is 15% one five. So it's very low. But it's very spiky, but we get up to 90%.”

“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 …”

“But the biggest customer of ours does like about 850,000 every single day is sort of where they were there just shy of a million every single day that they're running.”

“The reason why Daytona is like super, super fast and you see this on benchmarks is we essentially, we run on bare metal. We have our own scheduler. We use the underlining disk CPU and RAM. Of the underlying machine, which means your IOPS are insanely fast beca…”

“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.”

“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.”

“When your focus is the end developer, it is a very hard sell because they're very, Price sensitive, very price conscience, very, you know, around that. And there's very, it's very hard to scale. Your cap is the number of people that are willing to spin up for …”

“And so one of the things, the newer things we were talking about earlier is we made a big bet and put a lot of investment on computer use. That is not seen publicly in the light of day. We haven't GA'd that yet.”

“Like you have been reporting 74% month-to-month growth, and it also, it's just been going for a while.”

“I don't want to compete for like 20 dollars a seat. I think that that is just a really difficult business. I think it's very easy to copy the main pieces of it. I mean, again, like I built this fairly quickly, and I think because you are not owning, I guess, t…”