Daytona, a startup that builds cloud infrastructure for AI agents, has reached a $1B valuation, with FirstMark among its backers.
The company describes its product as a cloud that gives every agent its own computer. An agent, in this context, is software that carries out tasks on its own rather than just answering questions. The pitch is that such software needs somewhere to run code, open files and make mistakes without touching anyone else's systems.
Daytona also said it has angel investors who founded Stripe, Perplexity, Datadog and Mercor, among others. That list comes from the company, and the announcement as relayed does not say how much money was raised, who else invested, or what Daytona's revenue looks like. A valuation with no round size attached is a thinner data point than it first appears.
The angel roster is still informative, though in a limited way. Founders of companies that sell to developers, or that run on agents themselves, are plausible buyers as well as backers. Their presence suggests the people closest to the problem think it is real. It does not show that customers are paying at a scale that justifies $1B.
The harder question is differentiation. Established cloud providers already rent out virtual computers by the hour, so Daytona has to show that an agent-specific version is meaningfully easier or safer than a general-purpose one. If it can, the "computer per agent" framing becomes a product category. If not, it becomes a feature that larger providers can add.