Announcing our Investment in Daytona
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02.05.2026
Partner, FirstMark
Every human worker needs a computer. In the next decade, every AI agent will too — except agents won’t need one computer. They’ll need millions: instantly provisioned, securely isolated, and spun up in parallel as they work.
I’m excited to share that FirstMark led Daytona’s $24M Series A, and I’m joining the board. The round includes Pace Capital, existing investors Upfront Ventures and E2VC, and strategic investments from Datadog and Figma Ventures.
The cloud we have wasn’t built for agents
The cloud we have today was built to ship software: stateless services, immutable deployments, reliable APIs. That model is great for the “outer loop” of production code. It’s not how work actually happens. Agents, like humans, iterate. They [click here to continue reading…]