Everyone ships AI sandboxes, yet Modal and Daytona still top growth charts
FinanceYF5 · x · 2026-10-26
- Amazon, Google and OpenAI all ship built-in AI sandboxes, yet No.2 and No.4 on Brex's software growth chart are sandbox-focused Modal and Daytona — native sandbox players monetize the layer outside the box: compute, own machines, or rules.
- Ecosystem moves: Docker hands the Sandbox Kit spec to CNCF; Vercel Drives keeps files alive after sandbox teardown; NVIDIA ships the OpenShell reference architecture.
- Take: sandboxes will become commodity, but the commodity itself doesn't pay — the business is in the surrounding layer.
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