Brett Caughran(@FundamentEdge):I laughed at loud at Gabe explaining low reception to the Series A, saying "they didn't invest because the product was terrible". I first got my hands on Rogo in fall of 2024, and can confirm: the product was terrible. The remarkable thing about Gabe and the Rogo team has been the accelerated pace of improvement. Fast forward two years, I had a moment this summer where I ran a number of my investment research workflows through Rogo and ran evals vs. my Claude system and Rogo routinely won in head to heads. Rogo's Felix is this sort of malleable agentic substrate that has become flexible to deploy and delightful to use. And importantly, I'm too obtuse to predict the future but I've learned to trace the curve of the exponential. I am super excited to see what this team builds for investors, and think the next 6-18 months for investors deploying AI is going to get very exciting.

2026.09.22 21:50

I laughed at loud at Gabe explaining low reception to the Series A, saying "they didn't invest because the product was terrible". I first got my hands on Rogo in fall of 2024, and can confirm: the product was terrible. The remarkable thing about Gabe and the Rogo team has been the accelerated pace of improvement. Fast forward two years, I had a moment this summer where I ran a number of my investment research workflows through Rogo and ran evals vs. my Claude system and Rogo routinely won in head to heads. Rogo's Felix is this sort of malleable agentic substrate that has become flexible to deploy and delightful to use. And importantly, I'm too obtuse to predict the future but I've learned to trace the curve of the exponential. I am super excited to see what this team builds for investors, and think the next 6-18 months for investors deploying AI is going to get very exciting.

Patrick OShaughnessy@patrick_oshag

2026.09.22 12:14

My conversation with Gabe Stengel (@GabeStengel), founder and CEO of Rogo. For years, Gabe and I have talked about how much of an investor's job AI will eventually do and how he is building Rogo toward that future. Today, Rogo helps some of the world's largest financial institutions research companies, run diligence and execute M&A. But Gabe's ambition is much bigger. He is building toward investing superintelligence, where Rogo does much of the work inside investment banks and firms and becomes the venue where they do their deals. It's a fascinating business and has been so fun watching Gabe build it. We discuss: - 10,000 agents searching for one great investment idea - Which investing skills will still matter - Why Anthropic/OpenAI won't win finance - "Chewing glass" - Why the harness around the models matters so much - Getting rejected by 40+ investors - Building an AI native Bloomberg - Becoming a black hole for talent Enjoy! TIMESTAMPS: 0:00 Intro 2:38 Building Rogo 6:12 10,000 AI Agents 12:02 Skills That Still Matter 17:31 Beating OpenAI and Anthropic 28:35 Bloomberg of the AI Era 37:37 Rogo’s Company Brain 44:19 Chewing Glass 53:34 AI-Native Finance 59:21 What Humans Still Do Better

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