Works at Coatue, a technology investment firm across public and private markets, and says he joined it the year before the talk. Describes himself as an engineer building agent systems for investing.
Why their word counts: Works on the agent workflows at the firm he describes, so first-hand on the design; the talk gives no results or figures. Coatue does not sell AI.
Profile from this source , checked 2026-11-06 .
“ 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.” Frank Long Works at Coatue · Practitioner ,
Context. Long is describing how to break an investing process into parts that can each be tested.
Talk: AI Agents Will Upend Investing Even More Than Coding - Frank Long, Coatue , AI Engineer (YouTube) , November 6, 2026, at 11:47 .
[ Grade B ] Said in the last year Passage page
“ 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.” Frank Long Works at Coatue · Practitioner ,
Context. Long is describing the firm's internal context, the records an AI system can draw on.
Talk: AI Agents Will Upend Investing Even More Than Coding - Frank Long, Coatue , AI Engineer (YouTube) , November 6, 2026, at 03:00 .
[ Grade B ] Said in the last year Passage page
“ 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.” Frank Long Works at Coatue · Practitioner ,
Context. Long has just walked through gathering, filtering and summarizing news as one small step of the investing function.
Talk: AI Agents Will Upend Investing Even More Than Coding - Frank Long, Coatue , AI Engineer (YouTube) , November 6, 2026, at 10:52 .
[ Grade B ] Said in the last year Passage page
“ 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?” Frank Long Works at Coatue · Practitioner ,
Context. Long is explaining how his firm decides what to hand to a language model and what to leave to code or people.
Talk: AI Agents Will Upend Investing Even More Than Coding - Frank Long, Coatue , AI Engineer (YouTube) , November 6, 2026, at 09:05 .
[ Grade B ] Said in the last year Passage page
“ 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.” Frank Long Works at Coatue · Practitioner ,
Context. Long has just listed code, statistics and language models as the ways to carry out each step of the investing function.
Talk: AI Agents Will Upend Investing Even More Than Coding - Frank Long, Coatue , AI Engineer (YouTube) , November 6, 2026, at 08:35 .
[ Grade B ] Said in the last year Passage page
Coatue