Here's a startup idea that sounds obvious once you hear it. AI agents don't behave like normal software, so maybe they need their own kind of cloud.
That's the bet behind Daytona, and investors clearly agree. The New York company just raised a $60 million Series B at a $1 billion valuation, making it the latest unicorn in the AI agent boom. FirstMark Growth led the round. FirstMark also led Daytona's $24 million Series A back in February, so this valuation came together fast. In total, the company has now raised $91 million.
The list of angel investors is what really stands out. It reads like a who's who of tech founders: Patrick Collison of Stripe, Tobi Lütke of Shopify, Aravind Srinivas of Perplexity, Eric Yuan of Zoom, Olivier Pomel of Datadog, Adam D'Angelo of Quora (who also sits on OpenAI's board), and Brendan Foody of Mercor. Qualcomm Ventures, Samsung Next, and Okta Ventures joined too.
So what does Daytona actually do? Founder Ivan Burazin says today's cloud was built for services that run for a long time without stopping. Agents work differently. They suddenly start thousands of short tasks nobody planned for, and each task has to track where it left off. Burazin says traditional infrastructure wasn't designed for that.
His answer is to give every agent its own computer. On Daytona's platform, agents get sandboxed versions of Linux, Windows, and macOS, plus GPUs and other tools, all in one place.
The company is only three years old. If AI agents become as common as many people expect, the companies building the "roads" those agents run on could end up very valuable. Daytona is betting it'll be one of them.