Why we invested in Daytona: autonomous agents will devour sandbox compute

pzakin · x · 2026-10-22

Investor pzakin explains the two beliefs behind the latest Daytona investment: the exceptional founders Ivan Burazin and Vedran Jukic, and intense bullishness on sandbox compute demand.

Beyond background agents, RL, and CI, he expects emerging autonomy patterns — autoresearch, simulation, and 'explorer' agents in non-verifiable domains — to be voracious consumers of sandbox compute. A longer essay co-written with kevinyzhang is linked.

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