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Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

Overview

Shownote

Highlights

Transcript

Chapters

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Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

Invest Like the Best with Patrick O'Shaughnessy

1 DAYS AGO
Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to build the infrastructure that allows them to do it. We d...

Highlights

Gabe Stengel explains how Rogo is building AI infrastructure for finance, why investors must reinvent their firms around increasingly capable models, and what it takes to turn applied AI into a durable company.
04:14
When AI Reached Junior Banker Level
06:40
10,000 Agents for Every Portfolio Manager
11:49
Private markets remain deeply human
17:25
Build perpendicular to the frontier labs
22:19
The core product must be ready to disappear
26:28
AI pricing will move toward outcomes
30:28
The future is agent-to-agent transactions
32:57
AI turns productivity into firm strategy
37:19
Shrek turns company knowledge into a shared resource
41:19
Capital markets can accelerate innovation
45:37
Forty rejections before belief
51:04
AI will force finance to rethink its business model
59:46
AI rewards companies that become black holes

Chapters

Welcome to Invest Like The Best
00:00
The Model Eras of Rogo
01:24
Why the Last Mile Mattered
04:15
Who’s Using Rogo Right Now
06:14
Which Investor Skills Still Matter
10:55
Inside Rogo's Data Stack
12:23
Competing With the Frontier Labs
14:33
Why the Harness Matters Most
16:57
What Makes a Vertical AI Winner
18:05
How Firms Buy AI Software
22:00
From Seats to Outcome Pricing
23:43
Auditability Beats Accuracy
31:19
Scaling Enterprise Sales Fast
32:55
Meet Shrek, Rogo's Company Brain
34:48
The Pitch to Great Talent
35:49
What Chewing Glass Feels Like
39:37
Forty Investor Rejections
42:18
Finance's Innovator's Dilemma
47:41
Questions Every Firm Should Ask
50:22
What Remains Most Uncertain
53:09
Becoming a Black Hole for Talent
56:46
The Kindest Thing
57:56

Transcript

Patrick O'Shaughnessy: Ramp is the only platform built to make your finance team leaner, faster, and better, saving businesses 5% annually on average. Gabe Stengel: So you can stay focused on growth. Patrick O'Shaughnessy: Ramp just opened for business i...