The $1B Startup Betting on Software’s Next Users: AI Agents
Ivan Burazin is the co-founder and CEO of Daytona, the AI infrastructure company building computers for AI agents. His 16-person engineering team rebuilt its product with a radical rule: no manually written code. With engineers directing up to 15 agents at once, he offers a firsthand look at the future of software development, where human judgment matters more than typing every line.
In this episode with Derek Andersen, Ivan makes a bold case: the next software revolution will be built for agents, not humans. He explains why SaaS could become infrastructure, how AI agents explore multiple paths in parallel, and why GPU access can become a financing problem. His challenge to startup founders: look beyond adding a chatbot and rethink who your software is built to serve.
The conversation goes deeper than technology. Ivan explores why AI could widen inequality, why founders delay hard decisions, and why human relationships still matter. From his repeated failures to his gratitude for family, he shares a different measure of success. It is not about feeling happy every day, but about ending it content that you did something difficult, meaningful, and worth the effort.
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Episode Partners:
Google for Startups
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Timestamps:
01:49 — AI Agents vs. Chatbots: What’s the Difference?
06:09 — Why Daytona’s Engineers Stopped Writing Code
11:49 — How Many AI Agents Can One Person Manage?
18:22 — Inside Daytona: Giving AI Agents a Computer
21:07 — The AI “Multiverse”: Testing Multiple Paths at Once
23:45 — Why AI Infrastructure Needs Split-Second Speed
26:25 — Build for AI Agents, Not Just Humans
28:43 — Salesforce and the Future of SaaS
34:59 — Inside the GPU Wars: The Cost of Scaling AI
45:04 — AI’s Biggest Risk? The Widening Divide
49:10 — Why Ivan Moved to San Francisco for AI
56:49 — Hard Decisions, Resilience, and Defining Success
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