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
My best shot of the 2025 Prayag Maha Kumbh Mela from ISS. It is a once in a 144 year Hindu pilgrimage to sacred riverbanks in India and one of the largest events in the world, with millions of people in this single photo!
@IndiaPostOffice this is the status of tracking for more than 5 days now. There is no way to track the status of the post.
How are we expected to comply with this without even raising our voices?
@IndiaPostOffice This still does not work. It is an international shipment from India. The same Consignment Number works on the USPS website.
Why can't it be shown ?
@CptAncapistan The entire financial system relies on base-10 and we are doing fine. Metric system is the reason science works, any of it in fact. I can still try thinking length in feet, but weights ? Kg is so simpler man.
Srsly, what is all these - I read the 300 page book, I watched 2 hours of the podcast, so that you don't have to.
Bro, I want to read the book, I want to watch that podcast. You can't summarize the entire essence of the book/podcast in a paragraph, with all those stupid emojis.