TLDR

Scott Belsky posted that Coinbase succeeded in crypto largely because it functioned as a security company when many startups faced risks. He argued the same dynamic will shape the consumer agentic AI era. Products that invest in trust and inspectability while delivering hospitality and personalization will prevail, according to the post. Alexis Ohanian replied with direct agreement. The exchange focuses on the qualities Belsky believes will determine which AI agent offerings gain consumer adoption, drawing the explicit parallel to Coinbase's position in crypto.