“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 first.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Ivan Burazin
PredictionNot 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 BurazinMay 21, 2026▶ 1:05:23AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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.”
Ivan BurazinMay 21, 2026▶ 12:07AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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…”
Ivan BurazinMay 21, 2026▶ 13:57AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
PredictionNot 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 BurazinMay 21, 2026▶ 47:35AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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 …”
Ivan BurazinMay 21, 2026▶ 53:55AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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…”
Ivan BurazinMay 21, 2026▶ 15:02AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
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