Coinbase

“So how do casinos actually advertise their products? They, like, show you the one person that made 300,000 dollars in the slot machine. People get excited and everyone goes and does it. And, you know, everybody knows the odds, et cetera. YC kind of does the sa…”

“I think we shared in our last earnings call within months of launching it had to hit like a hundred million dollar revenue run rate. It's growing really nice, like over a hundred percent quarter over quarter, something like that.”

“You know, it can now make calls out to external vendors and pay using the agentic finance economy, like over these X four or two protocols.”

“Coinbase actually made an investment in that just to like learn more about it and see what was going on.”

“And now instead of like pinging the team in Slack, I can basically tag an agent in Slack with that comment or drop it into our internal harness. And instead of bugging the team and asking them to do something, I just send them a PR for review and it's already …”

“It's kind of like just saying tasks are being Automated or eliminated. People are not being eliminated. I think tasks are being eliminated. And so if you take a company like any sort of company today, Coinbase or others that exist today it's not that I don't t…”

“It's going to be possible to create a separate agentic account with segregated funds on Coinbase in the near future. And you can give your agent access to just that to do trading and payments on your behalf. That's kind of linked to your identity as human.”

“And so we've made some simple tools where with a single Command. You just prompt, you paste it into your AI agent. It can now have its own financial account and it's using a self custodial wallet and crypto rails.”

“We just announced our tokenized stocks product which is only available outside the U S right now, unfortunately, but we're working with the SEC and others to get in a path to do it in the U S.”

“You can have a brain for each individual, which, by the way, I believe they should be able to take with them when they leave Coinbase. So we're creating some good policies on that.”

“Actually, 88% of our revenue is from non-Bitcoin trading at this point.”

“And I believe the stats we last saw on this are that about like 76% of the agentic The commerce transactions we're seeing are under 30 cents.”

“We're seeing a lot of agentic payment now flow over these new protocols, like x-for-o-two, which is one that we incubated at Coinbase that we actually put into the Linux foundation. So Google and Cloudflare and AWS, a bunch of people are working with us on tha…”