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.”
Insight
Burazin: Infrastructure built for human developers fails for AI agents
“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.”
Insight
Burazin: AI agents need persistent, stateful computers like human laptops
“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…”
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…”
Insight
Burazin: GitHub introduces too much overhead for AI agent inner loops
“What we saw from our customers was that they were all trying to figure out how to do versioning. Everyone is doing it in different ways. There were some really weird ways where people were doing that. And the reason was that GitHub as is Was an overhead. Like …”
Disclosure
Burazin: Daytona runs on bare metal with local NVMe preloads
“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…”
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.”
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.”
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,…”
Opinion
Burazin: Apple is shooting itself in the foot with macOS licensing restrictions
“And from, if anyone in Apple is listening, I very much feel that they are shooting itself in the foot of the scale of the revenue of compute or licensing they could get if they would just enable
A concurrency model similar to what you can get on a Windows and …”
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.”
Insight
Burazin: Agent-generated PR volume has made CI/CD the main engineering bottleneck
“So the amount of PRs being created is insane right now, right? In general. Everyone's creating a bunch of PRs, like everyone. And then all that has to go through CI. And then that's the bottleneck. Like everyone's bottleneck. Like not just action, like not jus…”
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…”
Insight
Burazin: AI Agents Require Diverse, Composable Computer Architectures
“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.”
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 …”
Disclosure
Daytona's top customer runs 850,000 daily agent instances
“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.”
Insight
Burazin: CPU environments must spin up instantly to prevent costly GPU idle time
“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…”
Prediction Not checkable as stated
Burazin: RL workloads will reach 50% of Daytona's volume this month
“It will be this one 50%, yeah.”
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.”
Insight
Burazin: Selling to End Developers Is Hard to Scale Due to Price Sensitivity
“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 …”
Disclosure
Burazin: Daytona open-sources everything except feature-flagged Windows and GPU support
“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.”
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.”
Disclosure
Burazin: Daytona is launching GPU sandboxes for non-inference agent workloads
“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…”
Disclosure
Burazin: Singapore is Daytona's number one city by user headcount
“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”