Daytona Crosses $100M Run Rate, Up 37.5x in a Year After Hard Pivot

JoshPurtell · x · 2026-11-04

Daytona announced it crossed $100M in run rate, up from $1M four quarters ago—a 37.5x growth this year after a hard pivot that handed old customers to competitors and rebuilt from scratch. The bet: models think on GPUs but work happens on CPUs, so every coding/browser/RL agent needs an isolated, stateful, millisecond-ready composable computer.

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