From the day we started Daytona, we've said the same thing: agents are digital humans. And like any human doing real work, they need a computer, in every configuration a human would need one.
That was a contrarian view. People asked why agents couldn't just run on existing infrastructure. This year, long-running agents went mainstream, and agent-specific infrastructure became consensus. Now the job is to build it at the scale agents need.
Today we're announcing a $60M Series B at a $1B valuation, led by FirstMark Growth, bringing our total funding to $91M. The round includes Patrick Collison (Stripe), Tobi Lütke (Shopify), Aravind Srinivas (Perplexity), Eric Yuan (Zoom), Olivier Pomel (Datadog), Adam D'Angelo (Quora), and Brendan Foody (Mercor). Qualcomm Ventures, Samsung Next, and Okta Ventures joined as strategic investors, with participation from new and existing investors.
We believe the next infrastructure shift is from human-centric cloud primitives to agent-native ones. Daytona's breakthrough is making 'a computer for every agent' practical: instant startup, persistent state, and the tooling agents need to write code, use Git, and execute safely at scale. That's a foundational building block for the agentic economy.
Matt Turck, Partner, FirstMark
Building the Agent Cloud
Agents don't work like the long-lived services today's cloud was designed for. They spin up thousands of short, stateful jobs nobody planned in advance, and they need a cloud built for that.
Think of it as an Agent Execution Cloud. It isn't inference, observability, or the dashboards people use to manage agents. It's the execution layer: computers, browsers, storage, and anything else an agent needs to do its job.
We saw early that an agent's computer has little in common with a traditional cloud instance. An instance takes minutes to boot and runs until you shut it down. An agent's computer has to start in milliseconds, pause with its state intact, fork into parallel copies, and disappear when the job is done. We built Daytona for that from day one.
Agents also don't work in just one environment, and neither do people. Daytona is the only provider with Linux, Windows, macOS, and GPU sandboxes on one platform. An agent can optimize a CUDA kernel, test a native Mac app, drive a Windows desktop, or work in 3D CAD software without ever leaving Daytona.
And that's just the start. No human ever needed to fork into a thousand copies or rewind to an earlier state. Agents do, and they'll need more tools no human ever needed. We're already building them. This is the Agent Cloud.
AI agents need secure environments to run code, call tools, browse the web and learn through reinforcement learning. We believe Daytona's platform gives each agent its own environment to do all of it at scale. What started as an agent sandbox is now a full platform for running agents in production. We're glad to invest in Daytona as they build critical infrastructure for the agentic era.
Quinn Li, Senior Vice President, Qualcomm Technologies, Inc., and Global Head of Qualcomm Ventures
Agents at Work
The demand is already here. Since January, Daytona's revenue has grown approximately 25×, with average month-over-month net revenue retention of approximately 135%. In practice, the customers we had six months ago are, in aggregate, spending nearly three times as much with us today. For context, Snowflake's famous NRR at IPO was around 160% — per year. Daytona is averaging close to that every month.
Our customers span the entire agent stack. Model builders like Meta and Cohere. The teams creating the data and environments that train the next generation of models, including Handshake, Snorkel, Surge AI, Turing, AfterQuery, and Trajectory. And the companies putting agents to work in products people use every day, like Writer, Clay, n8n, Postman, Mintlify and bolt.new.
Many of them started by building this infrastructure themselves. Writer ran its own sandbox platform until it passed 20,000 sandboxes a day and keeping it running became a full-time job. On Daytona, they provisioned 300,000 sandboxes in a single month. AfterQuery replaced its in-house GKE cluster with Daytona in a day.
As a frontier applied AI research lab, the infrastructure we need often does not exist. Daytona broke that trend.
Sam Jung, Head of Research Operations, AfterQuery
Thank You
None of this happens without our customers, who pushed agents further than anyone expected and trusted us to keep up, and our team, who kept up.
We're grateful to everyone who backed us along the way. To our existing investors for coming back again and again: E2VC, now in its fourth round with us, Upfront Ventures in its third, and FirstMark Capital and Pace Capital in their second. To our new investors for joining us: Okta Ventures, Qualcomm Ventures, Samsung Next, Evergreen Fund, Alumni Ventures, and Torch Capital. And a special thank you to our new angels: Patrick Collison, Tobi Lütke, Aravind Srinivas, Eric Yuan, Olivier Pomel, Adam D'Angelo, and Brendan Foody.
We're Hiring
The Agent Cloud is still early, and there's a lot left to build. We're hiring on site in San Francisco across engineering, go-to-market, and operations. If you want to build the infrastructure agents will run on, come join us.
