Daytona lève 60 M$ en série B valorisée 1 Md$ chez FirstMark
TL;DR
- Writer provisioned 300,000 Daytona sandboxes in one month; Snorkel crossed one million total — these are production workloads, not pilots.
- Revenue grew 25x between January and September 2026 at 50.9% average monthly growth, with 135% average month-over-month net revenue retention, all through product-led growth and no dedicated sales team.
- The $60M round drew $50M from returning investors, and the angel roster includes the founders of Stripe, Shopify, Perplexity, Datadog, Quora, and Zoom — an unusually concentrated bet from infrastructure-literate operators.
Daytona a annoncé mardi une série B de 60 M$ à une valorisation d'1 Md$, menée par FirstMark, rapporte Fortune. Le tour porte le total levé par la start-up basée à San Francisco à environ 91 M$.
Le pitch tient dans une distinction. "The inference clouds is where the agent thinks, and our cloud is where the agent works", a déclaré le cofondateur et CEO Ivan Burazin. Concrètement, Daytona dit configurer un sandbox (une VM dans laquelle l'agent exécute du code, lance des commandes shell ou manipule des fichiers) en 60 millisecondes. Chez les hyperscalers, écrit Fortune, « doing so takes between 30 seconds and many minutes, depending on the complexity of the configuration ».
La traction annoncée est brute. Burazin dit que le revenue run rate a été multiplié par 25 entre janvier et septembre. "We've been growing on average every single month 50.9%", a-t-il affirmé. L'entreprise cite comme clients Anthropic, OpenAI, Nvidia, Cursor, Cognition, Meta, Cohere et Snorkel ; cette dernière aurait provisionné plus d'un million de sandboxes sur la plateforme. Aucun ARR absolu n'est publié.
La table de capitalisation est l'autre signal du tour. FirstMark est accompagné d'un alignement rare de fondateurs de la Silicon Valley : Patrick Collison (Stripe), Tobi Lütke (Shopify), Aravind Srinivas (Perplexity), Adam D'Angelo (Quora) et Eric Yuan (Zoom), auxquels s'ajoutent les véhicules stratégiques de Qualcomm Ventures, Samsung Next et Okta Ventures. "We believe the next infrastructure shift is from human-centric cloud primitives to agent-native ones", a dit Matt Turck, partner chez FirstMark, dans un communiqué.
C'est l'une de 241 histoires d'agents que nous avons suivies ces 90 derniers jours sur notre tracker, à côté de levées du jour chez Otter.ai et Dream Labs.
Ce qu'en disent les autres médias
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Daytona (first-party) Lire →
CEO Ivan Burazin names customers (Meta, Cohere, Writer, Clay, bolt.new), discloses 135% MoM NRR, and introduces fork-and-rewind as an agent-specific capability.
Agents don't work like the long-lived services today's cloud was designed for.
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Tech.eu Lire →
Frames the funding as an enterprise safety infrastructure story — isolation and failure containment at scale — rather than a pure speed or cost play.
Companies are going to manage thousands of digital employees, and each one needs a safe place to fail.
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Crypto Briefing Lire →
Reports $1M ARR in under 50 days and $3M ARR within 95 days of the agent pivot, entirely without a sales team — the sharpest growth-velocity data point in any coverage.
Agents behave differently, launching short-lived jobs in huge volumes and needing fast provisioning.
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TokenPost Lire →
Benchmarks Daytona against Modal's $750M Series D at $15.75B valuation, and carries a Writer CTO quote confirming production adoption over in-house tooling.
We needed a partner that could help us provision secure sandboxes fast, without adding operational overhead.
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Dealroom Lire →
Provides market context: the valuation puts Daytona in the top 8% of US enterprise-software Series B rounds, and notes Snorkel alone has crossed one million sandbox provisioning events.
Existing clouds are too slow, taking up to minutes to spin up a machine; Daytona says it can configure one in 60 milliseconds.
Article original publié par fortune.com
Lire l'article original →Titre original : Daytona lève 60 M$ en série B à 1 Md$ chez FirstMark pour ses sandboxes d'agents provisionnées en 60 ms