Daytona has joined the unicorn club. The startup building a cloud specifically for AI agents raised $60 million in a Series B round at a $1 billion valuation, led by FirstMark Growth, bringing its total funding to $91 million.
The round drew an unusually founder-heavy investor list, including Stripe’s Patrick Collison, Shopify’s Tobi Lütke, Perplexity’s Aravind Srinivas, Zoom’s Eric Yuan, Datadog’s Olivier Pomel, Quora’s Adam D’Angelo, and Mercor’s Brendan Foody. Qualcomm Ventures, Samsung Next, and Okta Ventures also joined as strategic investors.
Daytona’s pitch is that agents do not behave like traditional software. Instead of long-running services, agents spin up thousands of short, stateful jobs nobody planned in advance. Its Agent Cloud gives every agent its own sandboxed computer, with Linux, Windows, macOS, and GPU environments on one platform, so an agent can run code, browse, and manage workflows in isolation.
That isolation is also a safety story: one misbehaving agent should not spill into company-wide chaos. Daytona says its sandboxes start in milliseconds, keep state when paused, and can fork into parallel copies to try several approaches at once — a useful fit for training, evaluation, and production agent workloads.
Demand appears to be accelerating. The company reports roughly 25-fold revenue growth since January and average month-over-month net revenue retention of about 135%, figures that help explain why investors paid a unicorn price for infrastructure rather than a model or an app.
Daytona plans to expand the Agent Cloud beyond its initial sandbox product, scale its computing infrastructure, and hire across San Francisco, Croatia, and Singapore. For builders working with Cursor, Windsurf, or Replit, the round is a signal: the agent era needs its own cloud layer, and investors are now funding it at scale.
Source: TechCrunch
