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Applause / stage transition after Frank Long (Coatue) talk

Day 1 · Oct 13 Day 1 digest · More from this day

A 19-second bridge after Frank Long’s Coatue keynote: applause and stage changeover, closed by an off-stage MC voice-over that teases the next keynote, “Frontier Models for Acting in Space and Time.”

  • Frank Long ended his keynote “A Hedge Fund as a Function” at 07:28:31 with “Here are my socials, and thank you everyone for your time,” and the room’s applause carried into this 19-second window.
  • No speech was transcribed during the changeover itself; the segment is applause and stage reset.
  • At 07:28:53 an off-stage MC voice named the next agenda item on air: “And now, let’s take a look at frontier models built to act in space and time.” This opens the hand-off to Pim de Witte’s General Intuition keynote.

None - this segment is a 19-second applause transition.

4:16:26 PM ET–4:16:45 PM ET · break · Watch on YouTube from 07:28:34

“And now, let’s take a look at frontier models built to act in space and time.” — [07:28:53 | 4:16:45 PM]

This segment is applause and stage changeover, not a talk. Frank Long closed the Coatue keynote “A Hedge Fund as a Function” at [07:28:31 | 4:16:22 PM] by sharing his socials and thanking the audience, and the applause ran through this window (07:28:34–07:28:53). No other words were picked up until the closing second, when an off-stage voice-over began the hand-off to the next keynote with the line “And now, let’s take a look at frontier models built to act in space and time” — the on-air title of the talk Pim de Witte of General Intuition delivered next.

Two boundary notes from verification. First, the teaser line is stamped at 07:28:53, exactly this segment’s end and the next segment’s start, so it also appears in segment 045’s transcript; segment 045 credits the hand-off to MC Alex Lieberman, who then says “Please welcome co-founder and CEO of General Intuition, Pim de Wit.” Second, the livestream ran ahead of the printed agenda: the agenda lists “A Hedge Fund as a Function” at 4:30–4:48pm, but the talk actually ran 4:02–4:16 PM ET on the stream clock.

No speakers are credited for this segment in the session manifest.

Off-stage MC voice - Unidentified (identified from session, contextual attribution only). The voice at [07:28:53 | 4:16:45 PM] delivers the teaser line for the next keynote. The next segment’s manifest attributes this hand-off to MC Alex Lieberman, co-founder and Managing Partner of Tenex and the day’s MC. Links: LinkedIn | X | Website

Frank Long - Head of AI and Partner on the investment staff, Coatue (contextual attribution only). The applause in this window answers his keynote close at [07:28:31 | 4:16:22 PM]. He covers the AI stack “from tokens down to electrons,” joined Coatue in January 2026 from Goldman Sachs, and co-authored “Agents Are the New Users of CPUs.” Links: LinkedIn | X

[07:28:53 | 4:16:45 PM] And now, let's take a look at frontier models built to act in space and time.