Ivan Burazin(@ivanburazin):We just crossed $100M in run rate. Four quarters ago, we were at $1M. Then this year alone, we grew 37.5x. Not long before that, we did a hard pivot- handed our old customers to competitors, rebuilt from scratch, and relaunched with a few months of runway left. The bet was: models think on GPUs but work happens on CPUs. So every agent that writes code, opens a browser, or runs an RL job needs a composable computer that's isolated, stateful, and ready in milliseconds. $1M to $100M in about a year puts us in the same cohort as the likes of Anthropic and Cursor. It’s humbling to share that lane with companies we’ve learned so much from.

2026.11.03 17:05

We just crossed $100M in run rate. Four quarters ago, we were at $1M. Then this year alone, we grew 37.5x. Not long before that, we did a hard pivot- handed our old customers to competitors, rebuilt from scratch, and relaunched with a few months of runway left. The bet was: models think on GPUs but work happens on CPUs. So every agent that writes code, opens a browser, or runs an RL job needs a composable computer that's isolated, stateful, and ready in milliseconds. $1M to $100M in about a year puts us in the same cohort as the likes of Anthropic and Cursor. It’s humbling to share that lane with companies we’ve learned so much from.