How Do You Spot Room for a New Agent Sandbox?

Ivan Burazin spots room for a new agent sandbox when buyers know no rivals, or only one or two, and the funding gap is one round or maybe two. He is spitballing and has not worked the test out in detail. If potential customers already know everyone, breaking through is a problem. A stronger opening is a category where nobody has become the verb yet. Capital is the other gate. Four rounds behind stays out of reach. Two decacorns against five million is very hard unless a net-new technology appears, and the new sandbox is work Daytona would skip: a bet where he is right and Daytona is wrong.

Mac infrastructure is the example. A few Mac neoclouds are launching, and Daytona runs some Macs, but no real winner owns Mac infrastructure. Mac Stadium is an old company he used 10 years ago. Machines there still include M1s and go up to the M4s, and the Macs are sold out on every cloud provider. AWS is the exception with a thousand machines, which is still practically sold out. People need Linux CPU boxes. The open bet is that they are going to need Mac boxes too. Copying the same product Daytona already sells is very hard to sell. Founders commoditize themselves fast when they call every option the same and try to be the cheapest. A cheap winner can still exist in any product category, the way Best Buy or Ryanair does.