I've never experienced this that people literally call you if you do not give them access. Like they want access right now. And so it's like, okay, they don't want this. The thing that they want doesn't seem to exist or they have not found it and they really really want what what we want. And then when we understood that we're on to something. And then when you think about the size of the market, like the market for every single agent that will exist ever in the future is just like what is that market? How big is that?

I was one of the co-founders of code anywhere the first browser based idea and so we were thinking a long time of like local host should die. We originally started stacking stacking servers doing like virtualization in the early 2000s and you know routters and doing basically all these things at a foundational level and that was a services company which we sold to focus on what my co-founder actually invented which was the very first browser based IDE.

3 years ago we started something similar with Daytona which is not what we were what we are today but it was automating dev environments for human engineers. the basically the underlining stack of code anywhere and then we we did a hard pivot last January to sandboxes and so here we are.

The reason why Daytona is like super super fast and you see this on benchmarks is we essentially we run on bare metal. We have our own scheduler. um we use the underlining uh disk, CPU and RAM of the underlining machine which means your IOPS are insanely fast because there's no you know there's no network between an EBS or something like that but also the snapshot the point in time the templates are also preloaded on the bare metal machines.

So when you fire off a sandbox from a template or a snapshot, um you you're essentially directed to the bare metal machine where that snapshot is based on that NVMe drive and then it literally just turns on that machine and it's local. There's no network latency, anything on there.

Our time to spin up one is 60 milliseconds with network latency. So request spin up reply 60 the whole thing 60 milliseconds that is one. But if you want to spin up 50,000 at once, we are now at about 75 seconds.

The reason why a lot of people come to us is because GPUs are more expensive than CPUs right so you want your GPU running at what 100% the entire time and so when you're running runs on CPUs when the CPU cycle is like down and spinning up the next one you want that to be instantaneous so that your GPU doesn't go down right.

If we look at knowledge work in general, there's about 100 million knowledge workers in the US, about a billion in the world and knowledge workers and the salaries of them aggregate to 10 trillion in the US, 50 trillion worldwide. And most of them most of that work is actually still locked into legacy apps inside of Windows which is not going anywhere for a very very long time.

If an agent is more sophisticated, can go through more runs, figure stuff out, let's say it's like 40%, right? And so if you take 40% of that, you get to essentially like 10 trillion dollars. That is a T.

We've created an actual sandbox. So it's a second instead of milliseconds but you have like point in time snapshots. You have like forking. Windows specifically is something very very new. We will have Mac OS sandboxes fairly soon. The problem with Mac OS sandboxes is a licensing thing. one, you're allowed to run only two parallel VMs per machine. Two, you can only license to a different user every 24 hours.

I feel that the market is adding premium to SAS vendors that are reselling tokens. And I think that's incorrect. I don't want your agent essentially because what happens Right now we have a problem that you have data siloed in click house quickbooks and now you're giving me an agent that'll give me the data but it's still siloed.

Just expose everything and charge me for that so charge me for consumption of API. That is actual revenue and that is actual real acceleration.

There will be an equivalent everyone says like an AWS for AI agents but it might look more like stripe than AWS. There will be a cloud built out specifically for agents and so that cloud will have sandboxes and it will have web search and it'll have databases like SQLite or neon specifically for agent and other things. We are not at the end of the new infrastructure primitives for agents. There are more coming.