May 14, 2026 · 1h 5m · mad

The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads

Ivan Borzin · 52m spoken Matt Turck · 7m spoken
0:00 / 0:00
▶ Watch on YouTube →

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this episode of The MAD Podcast, host Matt Turck interviews Ivan Burazin, CEO of Daytona, about why autonomous AI agents require dedicated, secure cloud computer sandboxes. The conversation covers the architectural and security fundamentals of agent sandboxing, technical infrastructure deep dives, the evolving AI agent stack, and strategic insights for developer tool founders.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Matt holds 12.9% of the talking time here. How this is scored →

Matt as informed peer 3.4 Guest teaching 4.7 Guest disagreement 1.2 Matt pushing back 0.9
05100:0015:0030:0045:001:00:001:11–5:24 · Matt as informed peer 3/10 Episode Agenda: The Agent Stack and GTM Strategy Matt introduces the episode and uses analogies like OpenClaw on a Mac Mini to ground the sandbox concept. Ivan clarifies how sandboxes differ from physical hardware, citing security risks like bank credential leaks during agent execution.5:24–8:25 · Matt as informed peer 3/10 Stateful vs. Stateless Architecture and Sandbox History Matt prompts Ivan to explain stateful vs stateless architectures and the origin of sandboxes. Ivan provides historical context on Code Sandbox and microVMs, explaining why developer localhost mindsets are changing due to AI.8:25–14:22 · Matt as informed peer 3/10 Concurrency and Limitations of Local Execution Matt asks if all agents need sandboxes or only specific subcategories. Ivan argues that any agent performing knowledge work requires a sandbox computer, contrasting simple chat interfaces with action-oriented tool calls.14:22–19:37 · Matt as informed peer 4/10 Deconstructing the Emerging AI Agent Stack Matt brings up specific memory storage approaches like Markdown files versus structured databases. Ivan breaks down the overall agent stack and points out that current LLMs do not genuinely learn from previous tasks.19:37–23:13 · Matt as informed peer 4/10 Agent Harnesses, Managed Services, and OpenAI Matt cites recent industry developments including OpenAI Agent SDK and Anthropic Managed Agents. Ivan delineates fully managed agent stacks from modular SDK and sandbox infrastructure integrations.23:13–27:19 · Matt as informed peer 4/10 Founder Journey: Lessons from CodeAnywhere to Daytona Matt asks Ivan about lessons learned from his prior company CodeAnywhere and references his tweets on developer tools. Ivan shares insights on distinguishing individual free users from paying enterprise accounts.27:19–31:39 · Matt as informed peer 3/10 Event Marketing and Distribution for Technical Founders Matt commends Ivan on developer marketing and distribution capabilities. Ivan recounts how stepping in as a conference host helped him overcome stage fright and master event mechanics.31:39–35:39 · Matt as informed peer 3/10 Three Levers of Product Adoption and Brand Perception Matt comments on Daytona's recent Chase Center conference. Ivan outlines the three primary drivers of product adoption borrowed from Sentry: awareness, preference, and deterministic requirements.35:39–38:23 · Matt as informed peer 3/10 Organic Twitter Growth and Navigating Hype Cycles Matt brings up Ivan's viral Twitter post regarding working through holidays. Ivan defends his view on capitalising on AI super-cycles and explains how online visibility translates into customer acquisition.38:23–41:04 · Matt as informed peer 2/10 Customer Support as a Growth Advantage Matt asks about other components of Daytona's GTM strategy. Ivan explains how his background as a sysadmin shaped Daytona's rapid support SLA framework to remove user anxiety.41:04–46:16 · Matt as informed peer 3/10 Sandbox Architecture: Speed, Density, and Economics Matt pivots to technical architecture, asking why startup speed and concurrency matter. Ivan explains the economic trade-offs between idle CPU sandboxes and expensive GPU utilization in RL training runs.46:16–49:58 · Matt as informed peer 4/10 Comparing MicroVMs, Containers, and Runtimes Matt asks about technical distinctions across microVMs, containers, and runtimes, mentioning Firecracker specifically. Ivan explains where Firecracker excels and where alternative hypervisors like QEMU are needed for Android or GPU workloads.49:58–55:25 · Matt as informed peer 4/10 Snapshotting, Pausing, and Compute Cost Optimization Matt asks why snapshotting matters and why Daytona wrote its own scheduler. Ivan explains compute cost optimization through pausing idle sandboxes and why standard orchestrators like Kubernetes fail for fast stateful sandboxes.55:25–58:10 · Matt as informed peer 3/10 Technical Differences Between Ephemeral and Long-Running Sandboxes Matt asks how long-running 24-hour agent tasks alter technical requirements compared to ephemeral ones. Ivan explains live migration complexities and server maintenance without terminating active workloads.58:10–1:01:03 · Matt as informed peer 3/10 The Hidden Complexity of Building Custom Sandboxes and Storage Performance Matt observes that building a custom sandbox in-house is far harder than team founders anticipate. Ivan compares local disk IOPS against network-attached storage performance bottlenecks.1:01:03–1:04:54 · Matt as informed peer 5/10 The Impending CPU Shortage for AI Workloads Matt cites Dylan Patel and SemiAnalysis regarding an upcoming transition from GPU to CPU shortages. Ivan agrees, detailing how RL and agent scale drive massive CPU demand before Matt wraps up the episode.1:11–5:24 · Guest teaching 4/10 Episode Agenda: The Agent Stack and GTM Strategy Matt introduces the episode and uses analogies like OpenClaw on a Mac Mini to ground the sandbox concept. Ivan clarifies how sandboxes differ from physical hardware, citing security risks like bank credential leaks during agent execution.5:24–8:25 · Guest teaching 5/10 Stateful vs. Stateless Architecture and Sandbox History Matt prompts Ivan to explain stateful vs stateless architectures and the origin of sandboxes. Ivan provides historical context on Code Sandbox and microVMs, explaining why developer localhost mindsets are changing due to AI.8:25–14:22 · Guest teaching 5/10 Concurrency and Limitations of Local Execution Matt asks if all agents need sandboxes or only specific subcategories. Ivan argues that any agent performing knowledge work requires a sandbox computer, contrasting simple chat interfaces with action-oriented tool calls.14:22–19:37 · Guest teaching 5/10 Deconstructing the Emerging AI Agent Stack Matt brings up specific memory storage approaches like Markdown files versus structured databases. Ivan breaks down the overall agent stack and points out that current LLMs do not genuinely learn from previous tasks.19:37–23:13 · Guest teaching 4/10 Agent Harnesses, Managed Services, and OpenAI Matt cites recent industry developments including OpenAI Agent SDK and Anthropic Managed Agents. Ivan delineates fully managed agent stacks from modular SDK and sandbox infrastructure integrations.23:13–27:19 · Guest teaching 3/10 Founder Journey: Lessons from CodeAnywhere to Daytona Matt asks Ivan about lessons learned from his prior company CodeAnywhere and references his tweets on developer tools. Ivan shares insights on distinguishing individual free users from paying enterprise accounts.27:19–31:39 · Guest teaching 3/10 Event Marketing and Distribution for Technical Founders Matt commends Ivan on developer marketing and distribution capabilities. Ivan recounts how stepping in as a conference host helped him overcome stage fright and master event mechanics.31:39–35:39 · Guest teaching 4/10 Three Levers of Product Adoption and Brand Perception Matt comments on Daytona's recent Chase Center conference. Ivan outlines the three primary drivers of product adoption borrowed from Sentry: awareness, preference, and deterministic requirements.35:39–38:23 · Guest teaching 3/10 Organic Twitter Growth and Navigating Hype Cycles Matt brings up Ivan's viral Twitter post regarding working through holidays. Ivan defends his view on capitalising on AI super-cycles and explains how online visibility translates into customer acquisition.38:23–41:04 · Guest teaching 4/10 Customer Support as a Growth Advantage Matt asks about other components of Daytona's GTM strategy. Ivan explains how his background as a sysadmin shaped Daytona's rapid support SLA framework to remove user anxiety.41:04–46:16 · Guest teaching 6/10 Sandbox Architecture: Speed, Density, and Economics Matt pivots to technical architecture, asking why startup speed and concurrency matter. Ivan explains the economic trade-offs between idle CPU sandboxes and expensive GPU utilization in RL training runs.46:16–49:58 · Guest teaching 6/10 Comparing MicroVMs, Containers, and Runtimes Matt asks about technical distinctions across microVMs, containers, and runtimes, mentioning Firecracker specifically. Ivan explains where Firecracker excels and where alternative hypervisors like QEMU are needed for Android or GPU workloads.49:58–55:25 · Guest teaching 6/10 Snapshotting, Pausing, and Compute Cost Optimization Matt asks why snapshotting matters and why Daytona wrote its own scheduler. Ivan explains compute cost optimization through pausing idle sandboxes and why standard orchestrators like Kubernetes fail for fast stateful sandboxes.55:25–58:10 · Guest teaching 6/10 Technical Differences Between Ephemeral and Long-Running Sandboxes Matt asks how long-running 24-hour agent tasks alter technical requirements compared to ephemeral ones. Ivan explains live migration complexities and server maintenance without terminating active workloads.58:10–1:01:03 · Guest teaching 6/10 The Hidden Complexity of Building Custom Sandboxes and Storage Performance Matt observes that building a custom sandbox in-house is far harder than team founders anticipate. Ivan compares local disk IOPS against network-attached storage performance bottlenecks.1:01:03–1:04:54 · Guest teaching 5/10 The Impending CPU Shortage for AI Workloads Matt cites Dylan Patel and SemiAnalysis regarding an upcoming transition from GPU to CPU shortages. Ivan agrees, detailing how RL and agent scale drive massive CPU demand before Matt wraps up the episode.1:11–5:24 · Guest disagreement 1/10 Episode Agenda: The Agent Stack and GTM Strategy Matt introduces the episode and uses analogies like OpenClaw on a Mac Mini to ground the sandbox concept. Ivan clarifies how sandboxes differ from physical hardware, citing security risks like bank credential leaks during agent execution.5:24–8:25 · Guest disagreement 2/10 Stateful vs. Stateless Architecture and Sandbox History Matt prompts Ivan to explain stateful vs stateless architectures and the origin of sandboxes. Ivan provides historical context on Code Sandbox and microVMs, explaining why developer localhost mindsets are changing due to AI.8:25–14:22 · Guest disagreement 2/10 Concurrency and Limitations of Local Execution Matt asks if all agents need sandboxes or only specific subcategories. Ivan argues that any agent performing knowledge work requires a sandbox computer, contrasting simple chat interfaces with action-oriented tool calls.14:22–19:37 · Guest disagreement 1/10 Deconstructing the Emerging AI Agent Stack Matt brings up specific memory storage approaches like Markdown files versus structured databases. Ivan breaks down the overall agent stack and points out that current LLMs do not genuinely learn from previous tasks.19:37–23:13 · Guest disagreement 1/10 Agent Harnesses, Managed Services, and OpenAI Matt cites recent industry developments including OpenAI Agent SDK and Anthropic Managed Agents. Ivan delineates fully managed agent stacks from modular SDK and sandbox infrastructure integrations.23:13–27:19 · Guest disagreement 1/10 Founder Journey: Lessons from CodeAnywhere to Daytona Matt asks Ivan about lessons learned from his prior company CodeAnywhere and references his tweets on developer tools. Ivan shares insights on distinguishing individual free users from paying enterprise accounts.27:19–31:39 · Guest disagreement 0/10 Event Marketing and Distribution for Technical Founders Matt commends Ivan on developer marketing and distribution capabilities. Ivan recounts how stepping in as a conference host helped him overcome stage fright and master event mechanics.31:39–35:39 · Guest disagreement 1/10 Three Levers of Product Adoption and Brand Perception Matt comments on Daytona's recent Chase Center conference. Ivan outlines the three primary drivers of product adoption borrowed from Sentry: awareness, preference, and deterministic requirements.35:39–38:23 · Guest disagreement 2/10 Organic Twitter Growth and Navigating Hype Cycles Matt brings up Ivan's viral Twitter post regarding working through holidays. Ivan defends his view on capitalising on AI super-cycles and explains how online visibility translates into customer acquisition.38:23–41:04 · Guest disagreement 0/10 Customer Support as a Growth Advantage Matt asks about other components of Daytona's GTM strategy. Ivan explains how his background as a sysadmin shaped Daytona's rapid support SLA framework to remove user anxiety.41:04–46:16 · Guest disagreement 1/10 Sandbox Architecture: Speed, Density, and Economics Matt pivots to technical architecture, asking why startup speed and concurrency matter. Ivan explains the economic trade-offs between idle CPU sandboxes and expensive GPU utilization in RL training runs.46:16–49:58 · Guest disagreement 2/10 Comparing MicroVMs, Containers, and Runtimes Matt asks about technical distinctions across microVMs, containers, and runtimes, mentioning Firecracker specifically. Ivan explains where Firecracker excels and where alternative hypervisors like QEMU are needed for Android or GPU workloads.49:58–55:25 · Guest disagreement 2/10 Snapshotting, Pausing, and Compute Cost Optimization Matt asks why snapshotting matters and why Daytona wrote its own scheduler. Ivan explains compute cost optimization through pausing idle sandboxes and why standard orchestrators like Kubernetes fail for fast stateful sandboxes.55:25–58:10 · Guest disagreement 1/10 Technical Differences Between Ephemeral and Long-Running Sandboxes Matt asks how long-running 24-hour agent tasks alter technical requirements compared to ephemeral ones. Ivan explains live migration complexities and server maintenance without terminating active workloads.58:10–1:01:03 · Guest disagreement 1/10 The Hidden Complexity of Building Custom Sandboxes and Storage Performance Matt observes that building a custom sandbox in-house is far harder than team founders anticipate. Ivan compares local disk IOPS against network-attached storage performance bottlenecks.1:01:03–1:04:54 · Guest disagreement 1/10 The Impending CPU Shortage for AI Workloads Matt cites Dylan Patel and SemiAnalysis regarding an upcoming transition from GPU to CPU shortages. Ivan agrees, detailing how RL and agent scale drive massive CPU demand before Matt wraps up the episode.1:11–5:24 · Matt pushing back 1/10 Episode Agenda: The Agent Stack and GTM Strategy Matt introduces the episode and uses analogies like OpenClaw on a Mac Mini to ground the sandbox concept. Ivan clarifies how sandboxes differ from physical hardware, citing security risks like bank credential leaks during agent execution.5:24–8:25 · Matt pushing back 1/10 Stateful vs. Stateless Architecture and Sandbox History Matt prompts Ivan to explain stateful vs stateless architectures and the origin of sandboxes. Ivan provides historical context on Code Sandbox and microVMs, explaining why developer localhost mindsets are changing due to AI.8:25–14:22 · Matt pushing back 1/10 Concurrency and Limitations of Local Execution Matt asks if all agents need sandboxes or only specific subcategories. Ivan argues that any agent performing knowledge work requires a sandbox computer, contrasting simple chat interfaces with action-oriented tool calls.14:22–19:37 · Matt pushing back 2/10 Deconstructing the Emerging AI Agent Stack Matt brings up specific memory storage approaches like Markdown files versus structured databases. Ivan breaks down the overall agent stack and points out that current LLMs do not genuinely learn from previous tasks.19:37–23:13 · Matt pushing back 1/10 Agent Harnesses, Managed Services, and OpenAI Matt cites recent industry developments including OpenAI Agent SDK and Anthropic Managed Agents. Ivan delineates fully managed agent stacks from modular SDK and sandbox infrastructure integrations.23:13–27:19 · Matt pushing back 1/10 Founder Journey: Lessons from CodeAnywhere to Daytona Matt asks Ivan about lessons learned from his prior company CodeAnywhere and references his tweets on developer tools. Ivan shares insights on distinguishing individual free users from paying enterprise accounts.27:19–31:39 · Matt pushing back 0/10 Event Marketing and Distribution for Technical Founders Matt commends Ivan on developer marketing and distribution capabilities. Ivan recounts how stepping in as a conference host helped him overcome stage fright and master event mechanics.31:39–35:39 · Matt pushing back 1/10 Three Levers of Product Adoption and Brand Perception Matt comments on Daytona's recent Chase Center conference. Ivan outlines the three primary drivers of product adoption borrowed from Sentry: awareness, preference, and deterministic requirements.35:39–38:23 · Matt pushing back 1/10 Organic Twitter Growth and Navigating Hype Cycles Matt brings up Ivan's viral Twitter post regarding working through holidays. Ivan defends his view on capitalising on AI super-cycles and explains how online visibility translates into customer acquisition.38:23–41:04 · Matt pushing back 0/10 Customer Support as a Growth Advantage Matt asks about other components of Daytona's GTM strategy. Ivan explains how his background as a sysadmin shaped Daytona's rapid support SLA framework to remove user anxiety.41:04–46:16 · Matt pushing back 1/10 Sandbox Architecture: Speed, Density, and Economics Matt pivots to technical architecture, asking why startup speed and concurrency matter. Ivan explains the economic trade-offs between idle CPU sandboxes and expensive GPU utilization in RL training runs.46:16–49:58 · Matt pushing back 1/10 Comparing MicroVMs, Containers, and Runtimes Matt asks about technical distinctions across microVMs, containers, and runtimes, mentioning Firecracker specifically. Ivan explains where Firecracker excels and where alternative hypervisors like QEMU are needed for Android or GPU workloads.49:58–55:25 · Matt pushing back 1/10 Snapshotting, Pausing, and Compute Cost Optimization Matt asks why snapshotting matters and why Daytona wrote its own scheduler. Ivan explains compute cost optimization through pausing idle sandboxes and why standard orchestrators like Kubernetes fail for fast stateful sandboxes.55:25–58:10 · Matt pushing back 1/10 Technical Differences Between Ephemeral and Long-Running Sandboxes Matt asks how long-running 24-hour agent tasks alter technical requirements compared to ephemeral ones. Ivan explains live migration complexities and server maintenance without terminating active workloads.58:10–1:01:03 · Matt pushing back 1/10 The Hidden Complexity of Building Custom Sandboxes and Storage Performance Matt observes that building a custom sandbox in-house is far harder than team founders anticipate. Ivan compares local disk IOPS against network-attached storage performance bottlenecks.1:01:03–1:04:54 · Matt pushing back 1/10 The Impending CPU Shortage for AI Workloads Matt cites Dylan Patel and SemiAnalysis regarding an upcoming transition from GPU to CPU shortages. Ivan agrees, detailing how RL and agent scale drive massive CPU demand before Matt wraps up the episode.

speaking balance: gold is Matt, purple is the guest (3 minute bins)

0:00 · Matt 45.2% · guest 54.8%0:00 · Matt 45.2% · guest 54.8%3:00 · Matt 14.4% · guest 85.6%3:00 · Matt 14.4% · guest 85.6%6:00 · Matt 8% · guest 92%6:00 · Matt 8% · guest 92%9:00 · Matt 5.7% · guest 94.3%9:00 · Matt 5.7% · guest 94.3%12:00 · Matt 24% · guest 76%12:00 · Matt 24% · guest 76%15:00 · Matt 0.5% · guest 99.5%15:00 · Matt 0.5% · guest 99.5%18:00 · Matt 24.4% · guest 75.6%18:00 · Matt 24.4% · guest 75.6%21:00 · Matt 34.4% · guest 65.6%21:00 · Matt 34.4% · guest 65.6%24:00 · Matt 6.3% · guest 93.7%24:00 · Matt 6.3% · guest 93.7%27:00 · Matt 14.3% · guest 85.7%27:00 · Matt 14.3% · guest 85.7%30:00 · Matt 10.2% · guest 89.8%30:00 · Matt 10.2% · guest 89.8%33:00 · Matt 7.3% · guest 92.7%33:00 · Matt 7.3% · guest 92.7%36:00 · Matt 13.7% · guest 86.3%36:00 · Matt 13.7% · guest 86.3%39:00 · Matt 10.4% · guest 89.6%39:00 · Matt 10.4% · guest 89.6%42:00 · Matt 0.6% · guest 99.4%42:00 · Matt 0.6% · guest 99.4%45:00 · Matt 5.1% · guest 94.9%45:00 · Matt 5.1% · guest 94.9%48:00 · Matt 2.1% · guest 97.9%48:00 · Matt 2.1% · guest 97.9%51:00 · Matt 6.3% · guest 93.7%51:00 · Matt 6.3% · guest 93.7%54:00 · Matt 7.2% · guest 92.8%54:00 · Matt 7.2% · guest 92.8%57:00 · Matt 8.5% · guest 91.5%57:00 · Matt 8.5% · guest 91.5%1:00:00 · Matt 17.7% · guest 82.3%1:00:00 · Matt 17.7% · guest 82.3%1:03:00 · Matt 18.3% · guest 81.7%1:03:00 · Matt 18.3% · guest 81.7%
Sharpest disagreement ▶ 3:36 Rejecting local bank access execution thesis

Ivan forcefully rejects running agents directly on local host hardware due to severe security risks like raw bank credentials, explaining how it broke his thesis for local agent execution.

Hardest push from Matt ▶ 18:46 Pushing back on Markdown files for agent memory

Matt explicitly challenges the premise that simple Markdown files are sufficient for long-term agent memory compared to the robustness offered by structured databases.

Biggest teaching moment ▶ 52:00 Explaining why Kubernetes fails for sandboxes

Ivan educates Matt on why off-the-shelf schedulers like Kubernetes fail for stateful, low-latency sandboxes, requiring a custom bare-metal scheduler.

Matt holds his own ▶ 1:01:05 Citing Dylan Patel on impending CPU shortage

Matt demonstrates sharp industry knowledge by citing Dylan Patel's research on CPU bottlenecks before Ivan expands on the technical details.

the scores for every segment, with the reasoning behind each
ChapterTopicMatt as informed peerGuest teachingGuest disagreementMatt pushing backWhy
Episode Agenda: The Agent Stack and GTM Strategy 3411 Matt introduces the episode and uses analogies like OpenClaw on a Mac Mini to ground the sandbox concept. Ivan clarifies how sandboxes differ from physical hardware, citing security risks like bank credential leaks during agent execution.
Stateful vs. Stateless Architecture and Sandbox History 3521 Matt prompts Ivan to explain stateful vs stateless architectures and the origin of sandboxes. Ivan provides historical context on Code Sandbox and microVMs, explaining why developer localhost mindsets are changing due to AI.
Concurrency and Limitations of Local Execution 3521 Matt asks if all agents need sandboxes or only specific subcategories. Ivan argues that any agent performing knowledge work requires a sandbox computer, contrasting simple chat interfaces with action-oriented tool calls.
Deconstructing the Emerging AI Agent Stack 4512 Matt brings up specific memory storage approaches like Markdown files versus structured databases. Ivan breaks down the overall agent stack and points out that current LLMs do not genuinely learn from previous tasks.
Agent Harnesses, Managed Services, and OpenAI 4411 Matt cites recent industry developments including OpenAI Agent SDK and Anthropic Managed Agents. Ivan delineates fully managed agent stacks from modular SDK and sandbox infrastructure integrations.
Founder Journey: Lessons from CodeAnywhere to Daytona 4311 Matt asks Ivan about lessons learned from his prior company CodeAnywhere and references his tweets on developer tools. Ivan shares insights on distinguishing individual free users from paying enterprise accounts.
Event Marketing and Distribution for Technical Founders 3300 Matt commends Ivan on developer marketing and distribution capabilities. Ivan recounts how stepping in as a conference host helped him overcome stage fright and master event mechanics.
Three Levers of Product Adoption and Brand Perception 3411 Matt comments on Daytona's recent Chase Center conference. Ivan outlines the three primary drivers of product adoption borrowed from Sentry: awareness, preference, and deterministic requirements.
Organic Twitter Growth and Navigating Hype Cycles 3321 Matt brings up Ivan's viral Twitter post regarding working through holidays. Ivan defends his view on capitalising on AI super-cycles and explains how online visibility translates into customer acquisition.
Customer Support as a Growth Advantage 2400 Matt asks about other components of Daytona's GTM strategy. Ivan explains how his background as a sysadmin shaped Daytona's rapid support SLA framework to remove user anxiety.
Sandbox Architecture: Speed, Density, and Economics 3611 Matt pivots to technical architecture, asking why startup speed and concurrency matter. Ivan explains the economic trade-offs between idle CPU sandboxes and expensive GPU utilization in RL training runs.
Comparing MicroVMs, Containers, and Runtimes 4621 Matt asks about technical distinctions across microVMs, containers, and runtimes, mentioning Firecracker specifically. Ivan explains where Firecracker excels and where alternative hypervisors like QEMU are needed for Android or GPU workloads.
Snapshotting, Pausing, and Compute Cost Optimization 4621 Matt asks why snapshotting matters and why Daytona wrote its own scheduler. Ivan explains compute cost optimization through pausing idle sandboxes and why standard orchestrators like Kubernetes fail for fast stateful sandboxes.
Technical Differences Between Ephemeral and Long-Running Sandboxes 3611 Matt asks how long-running 24-hour agent tasks alter technical requirements compared to ephemeral ones. Ivan explains live migration complexities and server maintenance without terminating active workloads.
The Hidden Complexity of Building Custom Sandboxes and Storage Performance 3611 Matt observes that building a custom sandbox in-house is far harder than team founders anticipate. Ivan compares local disk IOPS against network-attached storage performance bottlenecks.
The Impending CPU Shortage for AI Workloads 5511 Matt cites Dylan Patel and SemiAnalysis regarding an upcoming transition from GPU to CPU shortages. Ivan agrees, detailing how RL and agent scale drive massive CPU demand before Matt wraps up the episode.

Statements from this episode (22)

Insight
Burazin: AI agents are digital knowledge workers needing dedicated computers
“Well, when I think about agents, I think of them as digital knowledge workers and to do anything as a knowledge worker, you do need a computer or I should say anything sophisticated. So you and I can be in a conversation. We can get something done. But we usua…”
Ivan Borzin May 14, 2026 ▶ 1:45
Insight
Burazin: Running local AI agents on personal PCs poses severe security risks
“The way people usually run these things and cloud code or open claw is usually on their own computer because it helps them, you know, organize emails, you know, search whatever documents they have and whatnot. There there's a one, there's a high security risk …”
Ivan Borzin May 14, 2026 ▶ 3:47
Opinion
Burazin: AI agents make local host development obsolete
“Now that agents are here, local hosts no longer actually, one, you don't want that for a number of reasons.”
Ivan Borzin May 14, 2026 ▶ 8:12
Insight
Burazin: Personal laptops cannot handle high AI agent concurrency due to compute limits
“The other thing is you can't do concurrency. So you can do multiple to the amount of compute that you have in your laptop, which will be quite limited. And so you might want to spin up 10 or 20 or 50 or a hundred or a 100,000, whatever that number might be. An…”
Ivan Borzin May 14, 2026 ▶ 9:10
Prediction Not checkable as stated
Burazin: Every AI agent will require at least one sandbox
“My argument is that every agent will need at least one sandbox, sometimes more”
Ivan Borzin May 14, 2026 ▶ 9:51
Prediction Not checkable as stated
Burazin: All software tools will eventually become headless
“I firmly believe that in due time, all the tools will be headless.”
Ivan Borzin May 14, 2026 ▶ 11:13
Assertion Not checkable as stated
Burazin: Most knowledge work remains locked in legacy Windows apps
“Most of knowledge work is still locked into legacy apps inside of windows for the vast majority, like the absolute vast majority.”
Ivan Borzin May 14, 2026 ▶ 11:28
Assertion Not checkable as stated
Burazin: Current AI models do not learn from on-the-job execution
“Models actually don't learn right now. So you use a model and if you solve memory, it has memory of things. So it has context of these things. And so it can, oh, here's the context, and so it can have a better answer because it has the context, but it doesn't …”
Ivan Borzin May 14, 2026 ▶ 17:31
Assertion Supported
Burazin: Anthropic Managed Agents bundles model, harness, and sandbox together
“The Anthropic Managed Agents, it is a managed service where you essentially have the model, the harness, and the sandbox all wrapped into one, basically.”
Ivan Borzin May 14, 2026 ▶ 22:17
Insight
Burazin: Individual developers will not pay for single-developer tools
“The code anywhere product had no enterprise use case value. It was all single developer value and single developers do not want to pay for these things.”
Ivan Borzin May 14, 2026 ▶ 25:43
Insight
Burazin: Tech conferences are entertainment first and foremost
“A conference is it's entertainment first and foremost.”
Ivan Borzin May 14, 2026 ▶ 29:31
Disclosure
Daytona operates with zero salespeople
“We have zero salespeople”
Ivan Borzin May 14, 2026 ▶ 32:00
Assertion Not checkable as stated
Burazin: Customers outraged by controversial social posts will still buy
“We have found that people that even are completely opposed to The posts end up being customers, assuming that they need the product”
Ivan Borzin May 14, 2026 ▶ 37:33
Disclosure
Burazin: Client requested 5 million concurrent AI agent sandboxes
“But we have a request today for five million concurrent look. So five million at one point in time, right?”
Ivan Borzin May 14, 2026 ▶ 44:19
Assertion Supported
Burazin: Most AI sandbox providers use Firecracker microVMs
“So all, most sandbox providers are firecracker VM, micro VMs.”
Ivan Borzin May 14, 2026 ▶ 46:17
Assertion Supported
Burazin: Firecracker microVMs cannot run sandboxes with GPUs
“Now it can't run a sandbox with a GPU. It just doesn't work so that you can't have a firecracker.”
Ivan Borzin May 14, 2026 ▶ 47:32
Assertion Supported
Burazin: CPU is the most expensive AI sandbox compute resource
“The most expensive thing is the CPU. Second, the RAM. This is almost free. It's very inexpensive.”
Ivan Borzin May 14, 2026 ▶ 50:27
Assertion Partly supported
Borzin: Base10 and Fireworks AI run on over a dozen compute providers
“Both of them run on more than a dozen compute providers, depending on what you want to call them.”
Ivan Borzin May 14, 2026 ▶ 55:06
Insight
Burazin: Long-running AI sandboxes require live migration between physical servers
“To have something that can run forever, you have to be able to live migrate the sandboxes itself between the machines so that you can reboot and manage these machines.”
Ivan Borzin May 14, 2026 ▶ 56:48
Disclosure
Burazin: Sandboxes running over 24 hours represent 2.5% of volume, 20% of revenue
“Two and a half percent of our sandboxes run longer than 24 hours, but it's a large percentage, like twenty-ish percent of revenue.”
Ivan Borzin May 14, 2026 ▶ 57:25
Assertion Supported
Burazin: Local storage achieves tens of millions of IOPS over network drives
“The IOPS, the speed, which with which you can move data to the hard disk in which the CPU and RAM, RAM interacts with from a network drive, just to give people like numbers, Is in the hundreds of thousands. If it's a local drive, it's in the tens of millions.”
Ivan Borzin May 14, 2026 ▶ 59:56
Prediction Held up
Burazin: AI agent scale creates high probability of impending CPU shortages
“I don't know it goes to the extreme to where GPUs are because that is very, very, very extreme. But it is quite highly, high probability that there will be shortages of CPUs going forward.”
Ivan Borzin May 14, 2026 ▶ 1:02:36
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