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      "id": "coatue-agents-reading-korean-news-better-than-staff-2026",
      "text": "So it's probably no secret to you guys that, you know, news from Asia and Korean media outlets has been super important this year because semis, AI, have been a huge, huge theme in the market, huge theme. And I think this is an area where AI … poised to have a lot of impact is reading Korean language news better than our completely non-Korean speaking staff, right? I think I have a good thesis that this might be a good use case.",
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      "id": "coatue-agents-should-see-what-humans-see-via-api-2026",
      "text": "Very simple philosophy. We use our screens. We look at stuff. We do work. Every single thing that a human can see in pixels on the screen, an agent in your building should be able to see via API. The analogy I use is imagine you brought the smartest people ever, the greatest investors alive, and you brought them into your company, but you gave them a computer without logins to 75% of your services. It's almost immaterial how smart … system is if it doesn't have the tools to actually action that.",
      "context": "Long is describing the inputs an agent needs to do investing work, the first part of his framework.",
      "speaker": "Frank Long",
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    {
      "id": "coatue-compartmentalize-evaluate-what-im-hill-climbing-against-2026",
      "text": "what can I actually compartmentalize in a way that we can understand and evaluate? Because that's what I'm hill climbing against, right? Otherwise, I'm just tuning these things.",
      "context": "Long is describing how to break an investing process into parts that can each be tested.",
      "speaker": "Frank Long",
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    {
      "id": "coatue-decades-of-filed-notes-poised-us-for-ai-2026",
      "text": "And just as importantly, we have a culture that is super, super rigorous and built from the ground up to capture all this insight. For decades, we filed every single note about every single trade, about every … decision we made or didn't make, about what went well and what didn't go well. And that's poised us to expose us to AI.",
      "context": "Long is describing the firm's internal context, the records an AI system can draw on.",
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    {
      "id": "coatue-most-steps-multi-runner-code-llm-statistics-human-2026",
      "text": "So this probably understates the complexity. The reality is most things are multi-runner. Most things have deterministic code plus LLM plus statistical method, or human with LLM in conjunction.",
      "context": "Long has just walked through gathering, filtering and summarizing news as one small step of the investing function.",
      "speaker": "Frank Long",
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    {
      "id": "coatue-no-glory-in-automating-for-its-own-sake-2026",
      "text": "And I think this is like a super, super important point. There is no glory in automating things for the sake of automating things. The goal is not to take as many things and make them … as possible for us. The goal is for any given piece of this function, what can I do to maximize absolute quality?",
      "context": "Long is explaining how his firm decides what to hand to a language model and what to leave to code or people.",
      "speaker": "Frank Long",
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    {
      "id": "coatue-people-are-the-best-runner-for-some-steps-2026",
      "text": "And, of course, people, people are important runners in the system, right? So imagine a function meeting the management team of a company. … I probably don't want to send an if statement into that meeting. I think there's many cases where, because of judgment and the ability to navigate the real world, and all of these things, a person is the best runner for a given piece of the function.",
      "context": "Long has just listed code, statistics and language models as the ways to carry out each step of the investing function.",
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  "reportedPassages": [],
  "notice": [
    "Every passage is reproduced word for word from the cited source.",
    "Check the verification status: \"reported\" means not yet confirmed by an independent second reader.",
    "Organizations flagged aiVendor sell AI tools or services and have a reason to publish flattering numbers.",
    "An empty result means the archive holds nothing on it, not that nobody has said anything."
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}