Frank Long

Technology enthusiast! Head of AI @coatuemgmt

[Molly O’Shea @MollySOShea]

Coatue hired a Claude Genius.

aka "AI Mad Scientist"

His name is Frank (@fyxlong)

“He’s the one trying everything out there that is new, creative, on the cutting edge.”

“Figuring out how do we implement it.

How do we as an organization utilize our 20 years of data that we’ve been collecting to give us another leg up against the competition & allow us to succeed.”

@coatuemgmt

[Frank Long @fyxlong]

I have conviction that modern AI agents can be even more impactful in finance than software engineering! There is no other field where so much leverage can be gained from effectively ingesting context and analyzing it, which is what today's agents are best at.

[Molly O’Shea @MollySOShea]

Coatue hired a Claude Genius.

aka "AI Mad Scientist"

His name is Frank (@fyxlong)

“He’s the one trying everything out there that is new, creative, on the cutting edge.”

“Figuring out how do we implement it.

How do we as an organization utilize our 20 years of data that we’ve been collecting to give us another leg up against the competition & allow us to succeed.”

@coatuemgmt

[Frank Long @fyxlong]

Incredible team with amazing mission

[Jack Cable @jackhcable]

Today we're announcing @Corridor's $25M Series A led by @Felicis.

More code will be written this year than ever before. At Corridor, securing AI coding at the source, enabling companies to their development without security being a blocker. 🧵

[Anastasia Gamick @AGamick]

Lead poisoning causes irreversible brain damage in children. Antibiotic resistance kills over a million people a year. Far-UVC could eliminate airborne pathogens in buildings. Industrial heat is 20% of global emissions. None of these problems have the company they need.

[jasmine sun @jasminewsun]

@TheStalwart yeah I made a list of Claude Code starter projects and “visualize a random CSV” is #1

or you can export and visualize your own data — iMessage, Goodreads, etc!

[Adam D'Angelo @adamdangelo]

We are opening up a new role at Quora: a single engineer who will use AI to automate manual work across the company and increase employee productivity. I will work closely with this person.

[Frank Long @fyxlong]

@nearcyan This the story of learning tmux for me

[Frank Long @fyxlong]

@chrisbarber Essential AI!

[Frank Long @fyxlong]

@GavinSBaker I have never thought of this, but makes intuitive sense

[Frank Long @fyxlong]

@nickbaumann_ the GMV for ecommerce <> GTV (Gross Token Volume) comparison is novel and astute. Very thought provoking.

[Frank Long @fyxlong]

@aidenybai I find project specific MCPs for deterministic workflows to be quite nice

[Frank Long @fyxlong]

@nickbaumann_ @kieranklaassen @every very cool idea, do you approve the changes to the system prompt file every time?

[Frank Long @fyxlong]

I wrote SlideAgent primarily as a way to benchmark model capability for agentic tasks (i.e. 10+ minute execution, coordinate multiple sub-agents, reason across >1M token inputs). I was shocked to find out it was actually so good...

example slide from one-shot deck based on https://t.co/QPL1yRVppq

[Theodora Chu @chu_onthis]

friend of mine in finance has used mcp to automate a lot of his financial research and analysis - recently he built himself a slide gen mcp and said it plugged into claude code works better than any slide gen tool he’s tried

https://t.co/IXsP4Ec4RE

[Frank Long @fyxlong]

@jacobaustin132 @reinerpope @apaszke This whole book is just an outrageously good resource man, what a service to the broader community

[Frank Long @fyxlong]

Thought provoking!! As someone who loves taking part-time masters classes with my friends and my wife, I loved "No one’s destiny is locked in at 18. Societies should make lifelong learning and continuing education a more serious bet."

[jasmine sun @jasminewsun]

I keep changing my mind about the AI jobs crisis so jotted down 42 notes on where I’m at:

1) You don’t need mass unemployment to inspire mass fear—merely its shadow is enough. Just look at SAG-AFTRA and the port strikes last year.

2) Most AI backlash is economic anxiety coated in a veneer of social justice. Alfalfa farming consumes 19x the water that data centers do; there’s no sound environmental reason to boycott Claude but not GPS. When people say “AI is a moral scourge,” they really mean: I am scared that I won’t be able to pay my bills.

3) To be fair, the labs are definitely trying to automate everyone’s jobs.

4) Carl Benedikt Frey: “There is no iron law that postulates that technology must benefit the many at the expense of the few.”

5) In my last week as a product manager, I realized I didn’t have a single task to document and offboard. My role was relational, not task-based. Someone had to be the fall guy; someone had to herd the cats.

6) The map is not the territory. The org chart is not the org chart. Systems are much more unruly than they appear.

7) A common argument says that AI capabilities are fast but diffusion is slow. But it didn’t take students long to start ChatGPTing all their homework. “Diffusion lag” reflects a lack of product-market fit.

8) The real world is all edge cases, all the time.

9) Increasingly, fewer jobs will look like doing tasks ourselves, and more will involve teaching AIs to do them for us. How can we transfer context to the machine? Can they adopt the values and instincts we’ve evolved over millennia? When you pair with a model, will it remember what it sees? Can you teach taste? Creativity? Learning to learn? This is the great pedagogical project of our time.

10) Both human and machine intelligence seem infinite to me.

Here’s the rest: https://t.co/mi0ghFZWB5

[Frank Long @fyxlong]

@jasminewsun facinating notes, I think the robotics stuff is important

[Frank Long @fyxlong]

https://t.co/397GDWn9yP

we wrote recently on this topic as it relates to AI datacenters, which from a technical standpoint can be quite flexible

[Doug Lewin @douglewinenergy]

Texas’ power network is only half used. We build for the absolute peak, but on average, the system runs at a little more than 50 percent of its capacity.

That gap is a missed opportunity.

In my conversation with Nick Chaset, CEO of Octopus Energy US, we discussed how targeted flexibility could make better use of the grid we already have:

⚡ Shifting demand during the 250 to 500 highest-stress hours each year
⚡ Lowering costs by reducing scarcity and strain on the grid
⚡ Allowing more large customers to connect without driving up costs for everyone else

The current approach treats each new large load as a potential cost driver. With the right tools and pricing signals, those same loads could help keep rates lower.

🎧 Full episode: https://t.co/YbivguyNNJ
💬 What’s the most effective way for Texas to use its existing grid more efficiently?

#TexasEnergy #GridReliability #EnergyPolicy #EnergyTransition #EnergyCapitalPodcast

[Frank Long @fyxlong]

The legend of Ashwin continues! Glad you guys stayed in touch

[Eric Schmidt @ericschmidt]

As AI revolutionizes software development, security needs to keep up. @CorridorSecure is leading the charge in advancing security in the AI era -- led by former colleague @AshwinRamaswami and @jackhcable. Excited to see what's next !

[Frank Long @fyxlong]

@TKSaville completely agree, my view is that this will be part of the discussion for the development and expansion of basically every major AI site in the US. Would love to get on a call and swap notes if you are free some time! DM'ed you my email

[Frank Long @fyxlong]

Hey Tyler, co-author here. Your work made us realize how impactful demand response is for the grid. We aimed to build on that by making the technical and commercial case for why this is particularly viable for AI (even inference). Big salute to you for kicking off the discourse!

[Tyler Norris @tylerhnorris]

New from @GoldmanSachs Global Institute:

"The prevailing narrative frames AI as an energy apocalypse that will overwhelm our electrical grid. We argue the opposite: AI datacenters can become grid assets, unlocking massive capacity currently constrained by outdated peak-demand planning. By aligning AI's computational flexibility with the grid's need for demand response, we can expand capacity immediately using power infrastructure that is already built and paid for.

... AI workloads, with their unprecedented flexibility, represent a unique opportunity to adapt to this new reality. With over $300 billion of annual investment,26 AI infrastructure is providing the economic impetus that hasn't existed for decades to make curtailment participation viable at scale. Curtailment may sound like arcane grid terminology, but it's actually where two core revolutions of our lifetime collide: AI and renewable energy.

For tech companies, private equity sponsors, infrastructure developers, and utilities, today's AI curtailment experiments have the potential to become tomorrow's template for a new energy paradigm that unlocks value from existing assets while accelerating both AI deployment and clean energy viability."

https://t.co/igmKgit5wO

[Frank Long @fyxlong]

@jordanschneider I am a wholesome guy surfing a scary internet