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