Ketan Parekh

Transformation @RogoAI

[Ketan Parekh @kparekh21]

Obviously I’m biased, but this is worth a listen. @GabeStengel is the kind of founder people would run through a wall for.

Pretty cool to see more of the story behind Rogo out there.

[Patrick OShaughnessy @patrick_oshag]

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

[Ketan Parekh @kparekh21]

Was getting coffee at my local spot this morning and the barista goes:

“I’m begging you, please don’t defect to Blank Street. They’re opening next door.”

Blank Street has independent coffee shops fighting for their lives 😭

[Ketan Parekh @kparekh21]

@unusual_whales Try Rogo :)

[Ketan Parekh @kparekh21]

@FundamentEdge Blank-page problem is the real adoption killer. Pre-configured skills on top of a known credit process beats letting analysts invent their own agent prompts every deal

[Ketan Parekh @kparekh21]

@RogoAI @FireworksAI_HQ Specialized evals beat general benchmarks for this work. The next test is whether the same models hold up once permissions, audit logs, and live deal timelines are added

[Ketan Parekh @kparekh21]

@patrick_oshag @GabeStengel Couldn’t agree more on the integration piece. Even if the models stopped progressing as of today, the biggest challenge remains the implementation and change management an org must undertake to realize the ROI

[Ketan Parekh @kparekh21]

I was overcharged by Citi bike cause I accidentally didn’t dock it correctly…@Muse reached out to them and got me my money back. Amazing

[Ketan Parekh @kparekh21]

@a16z @alighodsi Couldn’t agree more. Domain expertise + enterprise workflow depth is what AI doesn’t have. The models are already smart enough as is

[Ketan Parekh @kparekh21]

@jjen_abel Value pitching >>

[Ketan Parekh @kparekh21]

@jacksdiningroom @razisthegoat Couldn’t agree more. Only michelin star that matters imo

[Ketan Parekh @kparekh21]

@Polymarket Which agent is paying for the drinks?

[Ketan Parekh @kparekh21]

One week in of using Muse and I can't imagine going back to Instinct. I get enough texts anyways

[Ketan Parekh @kparekh21]

@Codie_Sanchez It’s always been a moat. It’s just more important now than ever before

[Ketan Parekh @kparekh21]

@ay_ushr Hype has passed because it’s saturated. Doesn’t mean it’s solved or unimportant

[TechCrunch @TechCrunch]

Insight Partners' Devin Parekh opens up about losing Legora to General Catalyst, why he's fine holding stakes in rival AI labs, and why — even as everyone else piles into OpenAI and Anthropic — his $90 billion firm is deliberately staying diversified.
https://t.co/HjiiZhjMAC

[Ketan Parekh @kparekh21]

@DarioAmodei Only works if everyone agrees to do so. If China isn’t slowing down then neither are we

[Ketan Parekh @kparekh21]

@RogoAI 🚀

[Rogo @RogoAI]

Today we're announcing a strategic investment in Rogo from Barclays, BNP Paribas, Citi Ventures, MUFG Innovation Partners, and Societe Generale — joining J.P. Morgan Growth Equity Partners and Truist Ventures among others.

That brings Rogo’s strategic investors to nine global banks across New York, London, Paris, and Tokyo, representing nearly $20T in combined assets.

Rogo now serves 50,000+ professionals across 350+ firms globally. Grateful to our clients, team, and investors for the conviction, and excited to keep building.

[Ketan Parekh @kparekh21]

The tools are leapfrogging each other so fast that “which model are you on” now feels like the new personality test.