Daytona CEO: Model inference is just a small slice of the AI agent infrastructure opportunity
mattturck · x · 2026-11-10
Quoting Jaya Gupta and Ashu Garg's article "From Inference to Execution: AI's Next Economy", Daytona CEO Ivan Burazin argues the biggest infrastructure opportunity in AI agents lies beyond model inference. "If people think that inference is a huge market, wait till they see the rest of it," he says — inference is only a small portion of the total costs agents will incur. He likens it to human work: just as most of a person's output comes not from thinking in their head but from the laptop CPU, networking and cameras, agents will spend most of their compute outside the model. He notes this was in Daytona's original pitch deck.
Related event: a16z and Daytona: AI's next economy lies in execution(2 posts)→
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