How Daytona Went $1M to $100M ARR in 4 Quarters | Ivan Burazin
How Daytona Went $1M to $100M ARR in 4 Quarters | Ivan Burazin  
Podcast: The Peel with Turner Novak
Published On: Thu Nov 05 2026
Description: Ivan Burazin is the Co-founder and CEO of Daytona, the cloud for AI agents.Daytona is fresh off hitting a $100M revenue run rate, up from $1M four quarters ago, and just announced a $60M round at a $1B valuation two weeks ago.We talk about why every company will get hacked by AI agents in the next 12 months, why the next bottleneck is CPUs and not GPUs, growing 51% per month after all their early customers died, the Series A that didn't happen, selling with no salespeople + 1,500 Slack Connect channels, and why your first act has to be a home run.Thank you to Monaco, Flex, Clerk, and Numeral for supporting this episode.Monaco: The revenue engine for startups https://monaco.comFlex: Sign-up for Flex Elite with code TURNER, get $1,000 https://home.flex.one/referral/bananacapitalClerk: Everything you need for authentication https://clerk.comNumeral: The end-to-end platform for sales tax and compliance https://numeral.comTimestamps:(0:00) Everyone will get hacked in the next 12 months(3:29) Agents find 10-year-old bugs daily(5:28) Daytona raises $60M at a $1B valuation(6:08) Every agent will need a computer(10:14) Agents use CPUs the way you use a calculator(13:16) Is a CPU shortage coming?(17:01) Why a new cloud provider can win today(19:55) Almost all of Daytona's first customers died(22:17) Growing 51% per month since launch(27:11) How to spot an opening in a crowded market(29:36) Competing on price commoditizes you(31:30) Why does everyone pay up for AWS?(33:26) Without attention and scale, product doesn't matter(38:12) Get attention from what you're best at(41:34) Drink-ups as early GTM(47:07) Why name it Daytona?(49:11) The original product: dev environments for humans(51:31) Agents need infra like Stripe, not AWS(54:00) When 50 customers ask for the same feature in days(57:35) No roadmap beyond six weeks(1:00:18) Growing 25x this year from tilts, not pivots(1:03:20) Every enterprise agent will need Windows(1:11:04) Croatian high school had no cliques or bullies(1:13:29) AI agent security is already solved(1:19:29) The Croatia price and perception discount(1:20:39) The Series A that didn't happen(1:23:11) Nobody believed agents need computers(1:25:43) Same pitch deck, new numbers(1:28:12) Moving the family to San Francisco(1:30:00) AI deployment has barely started(1:31:31) Daytona is in every lab's bring-your-own-sandbox(1:33:29) You don't learn much from failure(1:37:03) For an API company, the docs are the product(1:38:37) No salespeople, 1,500 Slack Connect channels(1:41:25) Write cold emails as short as a tweet(1:47:44) Get on the plane to SF(1:49:13) Borrow playbooks from musicians and athletes(1:52:16) Mario Kart and SoulcaliburReferencedDaytona: https://www.daytona.io/Careers at Daytona: https://www.daytona.io/careers$1M to $100M run rate in 4 quarters: https://www.daytona.io/dotfiles/1m-to-100m-run-rate-in-4-quartersFollow IvanTwitter: https://twitter.com/ivanburazinLinkedIn: https://www.linkedin.com/in/ivanburazin/Follow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/