Tejas Sathian

[Gabriel Stengel @GabeStengel]

Come chew glass with us @RogoAI

[Tejas Sathian @tejas_sathian]

If you gave a leading financial firm a country full of geniuses in a data center, it’d take them a while to figure out how to integrate those geniuses into the way they work and actually find alpha. That’s the fun challenge we’re solving at Rogo

[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

[Mamoon Hamid @mamoonha]

Finance is one of the hardest environments to build AI for because precision and trust matter so much. @GabeStengel, @johnwillettrogo, @TumasRackaitis, and team have built @RogoAI with that reality in mind: a platform that fits the way bankers already work and delivers the auditability, reliability, and workflow depth that leading financial firms require.

Thrilled to lead Rogo’s Series D and excited to partner with the team.

[Rogo @RogoAI]

Today, we’re announcing our $160 million Series D funding, led by @kleinerperkins, with participation from @sequoia, @ThriveCapital, @jpmorgan, and @khoslaventures.

35,000+ financial professionals. 250+ institutions. One platform, purpose-built for finance.

Thank you to our clients, our team, and our investors for their support as we continue building to raise the ceiling for what finance can accomplish.

[Tejas Sathian @tejas_sathian]

@PCMtnAlert @PCski @PCski @VailResorts are stealing time and money from their patrons while gaslighting us about the reasons. Joke of a resort run by a clown company - issue refunds now! Hopefully $MTN takes a beating.

[Tejas Sathian @tejas_sathian]

@VailResorts you are delivering a HORRIFIC guest experience at @PCski - lifts not open, ungodly lines, and we all know the reason. Pay the patrollers the $2/hr they’re asking for so we can have a safe, functioning resort! Complete disgrace - SAD!

[Tejas Sathian @tejas_sathian]

@VailResorts you are delivering a horrific resort experience at PCMR! Nothing is open, lift lines are absurdly out of control, and we all know the reason! Pay the patrollers the $2/hr they are asking for so we can have a safe, operational mountain. Headed to @SolitudeMTN instead

[Gabriel Stengel @GabeStengel]

Today, we’re thrilled to announce our $18.5M Series A led by @rabois at @khoslaventures, along with @jaltma, @ericschmidt, @mantisVC and many others.

https://t.co/1f8Sk4Fkmn

[Tejas Sathian @tejas_sathian]

@peacock your coverage of the #PremierLeague is a disgrace! The feed for #BOUARS is unwatchable - constant glitches, freezes, cuts back and forth in time, action shown sped up. And this is at least the 3rd weekend there’s been major issues with your feeds. Unacceptable!

[Praxis @praxisnation]

THE FRONTIER EPISODE 011

"The Macro Game with Alex Campbell", founder of @rosedotai.

@ABCampbell goes on a deep dive into the current macro backdrop, the relationship between geopolitics and financial markets, and the power of community.

SPOTIFY: https://t.co/ZiQYkfq1UK

[Tejas Sathian @tejas_sathian]

@d_tao Great education here David!

[Tejas Sathian @tejas_sathian]

@sanjenasathian It’s absurd to be complaining about heat in Atlanta! It’ll be 100 and humid any day

[Tejas Sathian @tejas_sathian]

@TheEconomist - why no Espresso in Americas today??

[Tejas Sathian @tejas_sathian]

@jasonfurman Amazing news! I loved Ec10 with Professor Mankiw. Only downside was he lectured mainly at start and finish of semester, guest lecturers did much of the rest, and most learning was in sections. More lectures is a great start - and more focus on policy will hook people!

[Tejas Sathian @tejas_sathian]

@NatGeoCreative @NatGeo never received a photo I bought in flash sale. No one replies to my queries. Terrible customer service! #SAD

[Tejas Sathian @tejas_sathian]

@HeathrowExpress your svc is horrific - 25 min wait for a terminal 4 transfer is ridiculous and not worth a £25 ticket from Paddington

[Mark MacKinnon @markmackinnon]

"Paddington would be in a sorry state" - a legal analysis of what might happen to a bear from Peru arriving in the UK http://t.co/J5pei2rUgk

[Foreign Policy @ForeignPolicy]

Why can't British intelligence prevent men like James Foley's killer from fighting in Iraq, or coming home? http://t.co/8slVhfxcNu

[Tejas Sathian @tejas_sathian]

In the age of data and the cult of the GM, sports ain't what they used to be. http://t.co/yXlpAXqQEO

[Tejas Sathian @tejas_sathian]

In the end, we’re all better off with a republic of letters, not a democracy. “@nytimes http://t.co/0gtA75mtJ5”