@six
imo coinbase *should* compete with teams building on base if it makes sense to them. the purpose of the market is to spawn the best products for users via the force of competition, and if coinbase believes they can deliver a superior product then they should compete which will also force other competitors to step up. the concept of coordination via being nice is not really something people should expect, and arguably just leads to worse market outcomes if attempted.
in this specific instance i do not believe coinbase was fast following bankr's success, they've been building towards this agentic finance vision for a while, and simultaneously i also do not believe they are a threat to homegrown teams building on base that are closer to users. i'm skeptical the coinbase org is still a live player
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