Turner Novak 🍌🧢

The Peel Verified account @ThePeelPod · 3d

New @ThePeelPod with @ivanburazin

@Daytonaio is fresh off hitting a $100M revenue run rate, up from $1M four quarters ago, and just announced a $60M raise at $1B.

We talk about why every company will get hacked by AI agents in the next 12 months, preparing for the upcoming CPU bottleneck, watching all their early customers die and growing 51% per month anyways, the Series A that didn't happen, selling with no salespeople + 1,500 Slack Connect channels, and why your first act has to be a home run.

Full episode here + links below.

Timestamps:
0:00 Everyone will get hacked in the next 12 months
3:29 Agents find 10-year-old bugs daily
5:28 Daytona raises $60M at a $1B valuation
6:08 Every agent will need a computer
10:14 Agents use CPUs the way you use a calculator
13:16 Is a CPU shortage coming?
17:01 Why a new cloud provider can win today
19:55 Almost all of Daytona's first customers died
22:17 Growing 51% per month since launch
27:11 How to spot an opening in a crowded market
29:36 Competing on price commoditizes you
31:30 Why does everyone pay up for AWS?
33:26 Without attention and scale, product doesn't matter
38:12 Get attention from what you're best at
41:34 Drink-ups as early GTM
47:07 Why name it Daytona?
49:11 The original product: dev environments for humans
51:31 Agents need infra like Stripe, not AWS
54:00 When 50 customers ask for the same feature in days
57:35 No roadmap beyond six weeks
1:00:18 Growing 25x this year from tilts, not pivots
1:03:20 Every enterprise agent will need Windows
1:11:04 Croatian high school had no cliques or bullies
1:13:29 AI agent security is already solved
1:19:29 The Croatia price and perception discount
1:20:39 The Series A that didn't happen
1:23:11 Nobody believed agents need computers
1:25:43 Same pitch deck, new numbers
1:28:12 Moving the family to San Francisco
1:30:00 AI deployment has barely started
1:31:31 Daytona is in every lab's bring-your-own-sandbox
1:33:29 You don't learn much from failure
1:37:03 For an API company, the docs are the product
1:38:37 No salespeople, 1,500 Slack Connect channels
1:41:25 Write cold emails as short as a tweet
1:47:44 Get on the plane to SF
1:49:13 Borrow playbooks from musicians and athletes
1:52:16 Mario Kart and Soulcalibur

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Josh Chambers Verified account @JoshChambers · 3d

Sam Darnold says a Seahawks rookie made $800,000 in NIL before entering the NFL and getting just a $20,000 signing bonus, and says some rookies are now arriving in the NFL having already made more money in college than they’re getting to start their professional careers

“We had our first little rookie show right before we ended minicamp. We all went to dinner and had a rookie show, and you get guys saying their name, school, signing bonus.”

“We had guys saying their name, school, signing bonus, and what they made in NIL.”

“One of the kids will be like, ‘My name’s D, went here, got a $20,000 signing bonus.’ And we’re like, ‘NIL? NIL?’ And he’s like, ‘$800,000 NIL.’”

“And you’re like, ‘Ain’t that nice? I’m taking a pay cut to play in the league.’ That is insane. Your dream is going to cost you. Literally cost you.”

“I was like, ‘Dude, I would do the same thing.’ Some of these kids, I would try to play seven or eight years in college. It is wild.”

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Ishrion Aviation @IshrionA · 2d

United Airlines to commence 3 new routes:

• San Francisco (SFO) to Jacksonville (JAX) 2 weekly from March 29
• San Francisco (SFO) to Traverse City (TVC) 1 weekly from June 19
• Los Angeles (LAX) to Traverse City (TVC) 1 weekly from June 19

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Gergely Orosz Verified account @GergelyOrosz · 1d

Went to Stripe JUST to have a pint on the Cheeky Pint set

(No podcast, not this time at least! Just a pint + chatting with a few engineers. Got some good details, will share them later! Eg Stripe speeding up hiring juniors, which is refreshing and they figured AI helps fwiw)

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tae kim Verified account @firstadopter · 2d

Narrator: Anthropic BLEW OUT expectations for October ARR

WSJ: "Anthropic’s run rate—a metric used to estimate annual revenue—topped $80 billion at the end of October, up from the prior month, according to a person familiar with the matter."

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