AI Agents Will Upend Investing Even More Than Coding - Frank Long, Coatue

Why watch

Frank Long of Coatue presents a framework for applying AI agents to investing by decomposing a hedge fund into gather, analyze, and decide functions. Using Korean semiconductor news as a concrete case study, he demonstrates how each step can be executed by code, statistics, LLMs, or humans, explaining why the goal should be quality improvement rather than automation for its sake. This talk is for engineers and investors interested in practical AI applications in finance.