Coatue's month-long market keynote, rebuilt with AI in 2 days: 4 of 5 calls held up
peterjliu · x · 2026-11-03
Yijia Liang helped build Coatue's East Meets West 'State of the Market' keynote, which took 1 month of data gathering, cleaning, and pptx work. With the conference on hiatus, he used Compound to rebuild and grade the deck against data through Oct 29, 2026 — this time in about 2 days, mostly agent time.
Scorecard: four of Coatue's five 2024 calls held up (AI as a super-cycle start, anti-bubble view); the bleak private-markets call missed. NVIDIA is up 62% since the keynote, yet forward P/E fell from 39x to 14x as earnings grew faster. The debate has shifted to whether $154B of AI revenue can grow into $730B/yr of capex.
Peter Liu says AI has crossed the PowerPoint quality threshold of the most discerning professionals — formatting, charts, and graphics are no longer AI slop.
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