Richard Wu
@0xrwu
1.3K Following 30.4K Followers
I think we end up seeing companies that are synonymous with a customer archetype, instead of just a vertical.
You can now truly build everything that a customer needs. Shopify should not only serve the storefront/payments/financing needs of a DTC entrepreneur, but also help them with their accounting, taxes, sourcing, marketing, and more!
More explicitly:
- Shopify = DTC entrepreneurs
- Stripe/Ramp = Technology entrepreneurs
- Coinbase = Investors/traders
- Opendoor = Homeowners
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IMO the only tests you should have in the age of coding agents are, in order of priority:
1. Full E2E tests. Nothing mocked out at all. Can even be something that runs in prod on test accounts via Playwright or equivalent.
2. Integration tests. Agents make more mistakes as things bleed between data/API boundaries where schemas can drift.
3. Golden tests. This helps ground the code with real examples of data, and can be used as regressions against edge cases.
Unit tests are bloat 99% of the time if you’re using a frontier model since they’re smart enough now to get the implementation (and subsequent iterations) right on the first shot, so they only add bloat at this point.
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For the opsec-minded folks, I think it's a really hard sell to connect your primary email (and not a burner) to any "Chief of Staff" agent right now (Instinct, Grok Bot, Muse).
Sure, you can do emails and restaurant bookings 2-5x faster, but you are now exposing yourself to asymmetric downside. Most apps handle OTP + account recovery through just your email, so a single hack can compromise your entire digital life.
For the crypto folks: this is reminiscent of chasing that 20% DeFi yield on that new shiny app, with the asymmetric risk of losing your entire balance because of a 0-day.
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Today, we fully rolled out Coinbase's first production @solana smart contract!
As part of the Vector acquisition, we brought over some hardcore Solana devs who are looking for every opportunity to optimize the DEX trading experience.
We rolled out a lightweight aggregator that gives us enough control to ensure 99.9% of Solana DEX tokens are routeable (quote errors are down 80%!).
More to come later this year: stay tuned 👀
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