Technical dossier · FromDonna research
IBM stack for Donna
What IBM can actually sell a small agentic AI startup building a multi-user personal agent (Hermes-in-E2B sandboxes, Cloudflare Worker gateway, external LLMs, Composio tools). Concise. Primary docs. No brochure paste.
Ranked offers for Donna
Top picks ordered by expected ROI for a Telegram-first personal agent startup — not by enterprise marketing weight. Labels: must-try maybe skip
Research buckets
Seven required coverage areas. Each product: what it is, why it matters for Donna, pricing signal (no invented figures), official URL, fit vs current stack.
Foundation models & APIs
- What
- End-to-end AI studio: foundation models, Prompt Lab, Tuning Studio, RAG, AgentLab, deployable inference.
- Donna relevance
- Hosted inference + prompt tooling. Model gateway is the integration point for Donna’s LLM proxy.
- Pricing signal
- Free toolbox: ~300k tokens/mo + 20 CUH. Essentials PAYG from $0; Standard from ~$1110/mo. Token rates per model (see pricing page).
- URL
- ibm.com/products/watsonx-ai · pricing
- What
- IBM’s open foundation model family (language, code, vision, guardian). Apache 2.0 weights; dense + MoE variants; improved tool calling in 4.1 (3B/8B/30B).
- Donna relevance
- Cost-efficient tool-calling model; self-host option (HF/Ollama) or watsonx hosted. Not a Grok replacement for frontier reasoning — good fallback / batch.
- Pricing signal
- Hosted e.g. granite-4-h-small ~USD 0.06 in / 0.25 out per 1M tokens; granite-3-8b-instruct ~$0.20/1M (indicative, check calculator).
- URL
- ibm.com/granite · Granite 4.1 docs
- What
- GA path: OpenAI-compatible endpoints + OpenAI Python SDK for chat completions across providers on watsonx.
- Donna relevance
- Critical. Lets Donna’s proxy treat watsonx like another OpenAI base URL — multi-model routing without client rewrites.
- Pricing signal
- Billed as underlying model tokens / hosting; no separate “gateway tax” published beyond plan tiers.
- URL
- Model gateway docs
- What
- Prompt engineering UI, LoRA/QLoRA fine-tune (Standard), Granite Guardian safety models (note some Guardian versions deprecated).
- Donna relevance
- Useful for offline eval of agent prompts; fine-tune only if you have domain data and Standard budget.
- Pricing signal
- LoRA e.g. ~$6.3/hr A100 / ~$14.85/hr H100 on Standard (indicative).
- URL
- watsonx.ai features
Serverless · containers · VPS-like
- What
- Fully managed serverless: containers, source-to-deploy, functions, batch jobs; scale-to-zero. Serverless Fleets for GPU/VM parallel jobs (newer).
- Donna relevance
- Long-running agent jobs, webhooks, batch tools — not multi-tenant untrusted code sandboxes (still E2B) and not global edge Workers (still CF).
- Pricing signal
- Free tier ~100k vCPU-sec + 200k GB-sec + 100k HTTP req/mo. PAYG ~$0.000034/vCPU-s, ~$0.0000036/GB-s, ~$0.54/1M requests (third-party catalogs; confirm IBM calculator).
- URL
- code-engine · pricing docs
- What
- Managed Kubernetes (+ OpenShift on IBM Cloud option). Cluster lifecycle, networking, GPU nodes.
- Donna relevance
- Opposite of Donna’s ops model. Only if an enterprise buyer mandates IBM K8s residency.
- Pricing signal
- Worker nodes billed as VSI/GPU + cluster management; occasional promo (e.g. 50% off containers 6mo — check current offers).
- URL
- IKS docs
- What
- Classic and VPC virtual machines; bare metal for heavy dedicated hosts.
- Donna relevance
- No win vs specialized agent sandboxes. Legacy SoftLayer-era account UX still frustrates startups — avoid unless required.
- Pricing signal
- Hourly/monthly VSI SKUs; use IBM Cloud pricing calculator — do not invent unit rates.
- URL
- virtual-servers
- What
- Legacy Functions still exist in catalog narratives; Satellite extends IBM services to customer edge/on-prem.
- Donna relevance
- Prefer Code Engine over Functions. Satellite is enterprise hybrid — not a personal-agent startup need.
- Pricing signal
- Usage-based / enterprise contracts — check catalog if ever relevant.
- URL
- prefer Code Engine
Memory · vector · storage
- What
- Open hybrid lakehouse: Presto/Spark engines, OpenRAG, integrated vector DB (Milvus path), OpenSearch hybrid search, governance.
- Donna relevance
- Enterprise RAG / agent knowledge at scale. Personal agent memory is better served by light Postgres/Redis/vector today.
- Pricing signal
- Flexible SaaS/software; free trial; see watsonx.data pricing page (workload-dependent).
- URL
- watsonx.data · vector DB announce
- What
- Managed relational + cache on IBM Cloud; pgvector possible for light agent memory.
- Donna relevance
- Only if state lands near Code Engine jobs. CF-native path already covered.
- Pricing signal
- Plan-based (disk/RAM tiers); free lite plans exist on some IBM DB offerings — confirm catalog.
- URL
- IBM Cloud catalog
- What
- S3-compatible COS; Kafka-compatible Event Streams for async agent events.
- Donna relevance
- Artifacts/logs for IBM-side jobs. Not required for CF+E2B core path.
- Pricing signal
- Storage + egress tiers; Event Streams partition/hour pricing — use calculator.
- URL
- Object Storage
Orchestration & frameworks
- What
- Agentic control plane: multi-agent orchestration, Agent Builder, governed catalog, observability, hybrid deploy. ADK + MCP tool integration. Free trial / demo available.
- Donna relevance
- Enterprise HR/sales/IT automation GTM — different from multi-user personal Hermes. Partner Agent Connect could be distribution later.
- Pricing signal
- Usage/team scaled; free trial. See Orchestrate pricing page (no single public “$X/agent” to invent).
- URL
- Orchestrate · ADK
- What
- Open-source multi-agent framework (Linux Foundation governance). Declarative orchestration, MCP & A2A native, 10+ LLM providers incl. watsonx.ai. Integrates with Orchestrate as external agents.
- Donna relevance
- Interesting if rewriting agent runtime; optional experiment, not a forced migration from Hermes.
- Pricing signal
- Open source — free. Cost is your infra + model tokens.
- URL
- framework.beeai.dev · IBM overview
- What
- MCP tools in Orchestrate ADK; ContextForge MCP gateway; docs MCP servers. Aligns with industry tool protocol.
- Donna relevance
- Composio already supplies tools. MCP is the open standard direction — useful interop, not an IBM lock-in reason.
- Pricing signal
- OSS / platform-included; no separate MCP SKU.
- URL
- MCP + Orchestrate tutorial
Observability · security · IAM
- What
- AI governance: evaluate/monitor models for accuracy, drift, bias, risk; newer agent monitoring & security metrics. GA enterprise platform (Gartner MQ AI governance leader narrative 2026).
- Donna relevance
- When selling into regulated enterprises wanting audit trails on agent decisions.
- Pricing signal
- Often paired with watsonx plans / separate governance entitlement — confirm on product pricing; trial via watsonx registration.
- URL
- watsonx.governance
- What
- Identity/access for IBM resources; dynamic secrets with single-tenant isolation options.
- Donna relevance
- Required if you run Code Engine/DBs on IBM. Not a substitute for multi-tenant app auth.
- Pricing signal
- IAM included with account; Secrets Manager has free/standard tiers — check catalog.
- URL
- Secrets Manager
- What
- Audit events; full-stack APM with AI-agent traces (prompts, tokens, LangChain/LangGraph/CrewAI/watsonx — OpenLLMetry path).
- Donna relevance
- Instana is heavy vs lightweight OpenTelemetry + log drains Donna likely uses. Consider only at enterprise scale.
- Pricing signal
- Instana SaaS tiered; Activity Tracker event-based — calculator.
- URL
- Instana
Startup · credits · free tiers
- What
- Cloud credit program for early-stage software startups. Community + partner sources (2026): Builder ~$1,000/mo × 12; Premium ~$10,000/mo × 12 (VC/incubator path); up to ~$120k/yr.
- Donna relevance
- Highest-leverage IBM action: free credits for watsonx experiments without burn. Apply before becoming a paying IBM Cloud customer.
- Pricing signal
- Credits only — not cash. Eligibility commonly: <5 years, <$1M revenue, MVP, not prior credit recipient / not already paying customer (verify current form).
- URL
- GEP application · community thread
- What
- watsonx.ai free toolbox (~300k tokens, 20 CUH, 100 docs extraction). Code Engine monthly free allotment. Broader IBM Cloud Always Free catalog items.
- Donna relevance
- Prototype Granite + gateway with zero spend this week.
- Pricing signal
- As published on product free-tier pages — always re-check limits before planning load tests.
- URL
- IBM Cloud free · watsonx trial
- What
- Legacy SoftLayer account UX, confusing classic vs VPC, sales-led enterprise pricing for Orchestrate/governance, regional model availability variance.
- Donna relevance
- Prefer modern VPC + Code Engine + watsonx SaaS. Watch APAC/Singapore region availability for latency-sensitive agents — verify per-model region matrix in docs before promising SLAs.
- Pricing signal
- N/A — process risk, not a product.
- URL
- cloud.ibm.com/docs
Honest vs current Donna stack
- E2B sandboxes — IBM has no peer multi-tenant untrusted code sandbox product. ignore / keep E2B
- Cloudflare Workers gateway — Code Engine is regional serverless containers, not global edge. complement only
- External LLMs (Grok/Codex) — watsonx gateway + Granite can sit beside them as alternate providers. complement
- Composio connectors — Orchestrate catalog / MCP tools are parallel ecosystems; no need to rip Composio. interop later
- Telegram-first UX — IBM products are studio/control-plane oriented; Donna keeps the product surface.
- Replace anything now? — Nothing core. Credits + optional inference path only.
IBM vs current Donna stack
Layer-by-layer: keep, complement, or ignore.
| Layer | Donna today | IBM offer | Verdict | Notes |
|---|---|---|---|---|
| Edge gateway | Cloudflare Workers | Code Engine apps | ignore | Keep CF for latency, DNS, Workers AI adjacency |
| Agent sandbox | E2B (Hermes) | Code Engine / VSI / K8s | ignore | No E2B-class multi-tenant firecracker UX |
| LLM proxy | External Grok / Codex | watsonx model gateway | complement | OpenAI-compat — add as provider |
| Foundation models | Frontier closed models | Granite 3/4 + 3rd-party on watsonx | complement | Cost control + open weights |
| Tools / connectors | Composio | Orchestrate catalog + MCP | complement | Parallel ecosystems; MCP is the bridge |
| Agent framework | Hermes runtime | BeeAI / Orchestrate ADK | ignore (now) | Optional experiment only |
| Memory / vector | App DB + embeddings | watsonx.data Milvus / Postgres | ignore (now) | Revisit for B2B knowledge bases |
| Secrets / IAM | CF secrets + app auth | Secrets Manager + IAM | complement | Only with IBM compute footprint |
| Observability | Logs / OTel-lite | Instana + watsonx.governance | complement | Enterprise sales motion |
| Credits / GTM | Bootstrap | Startup with IBM + free tiers | complement | Highest ROI first move |
| Full stack migrate | — | All-in watsonx | ignore | Wrong product shape for Telegram personal agents |
Gaps & IBM weaknesses for this use case
Where IBM does not help Donna today — stated plainly.
No E2B-class sandbox
Nothing matches multi-tenant microVM sandboxes for untrusted agent code with pause/resume economics. Code Engine is trusted-workload serverless.
Not edge-native
No Cloudflare-style global Workers + KV/D1/R2 story. Latency-sensitive Telegram gateways stay on CF.
Enterprise gravity
Orchestrate, governance, and sales motions optimize for large IT buyers — slow for a 2–10 person startup shipping weekly.
Region / model matrix friction
Model availability and data residency vary by region. APAC latency needs explicit validation before promising agent SLAs.
Account UX debt
Classic vs VPC, SoftLayer-era confusion, and fragmented consoles cost founder time. Prefer watsonx SaaS + Code Engine only.
Frontier model lag
Granite is strong open/tool-call; still not a full substitute for top closed frontier models Donna already uses.
Primary sources
Multi-source research: Exa neural search (api.exa.ai), IBM official product/docs pages, Grok web fetch, and X semantic search on watsonx / Granite / agents (2024–2026 chatter). Prefer primary docs over SEO blogs. Pricing is indicative — always re-check IBM calculators.