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

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.
Gabe Stengel, co-founder and CEO of Rogo, describes the company’s evolution from early model experiments into a finance-specific AI platform for dealmakers and investment institutions. The conversation covers the importance of workflow integration, auditability, proprietary data, domain expertise, and the infrastructure surrounding frontier models. Gabe expects AI to reshape pricing, fundraising, asset management, deal execution, and the allocation of capital, while forcing financial firms to rethink their business models and capture their experts’ tacit knowledge. He also discusses enterprise sales, internal AI adoption, aggressive company building, investor rejection, recruiting, and the personal standards required to build an AI company at high speed.
04:14
04:14
When AI Reached Junior Banker Level
06:40
06:40
10,000 Agents for Every Portfolio Manager
11:49
11:49
Private markets remain deeply human
17:25
17:25
Build perpendicular to the frontier labs
22:19
22:19
The core product must be ready to disappear
26:28
26:28
AI pricing will move toward outcomes
30:28
30:28
The future is agent-to-agent transactions
32:57
32:57
AI turns productivity into firm strategy
37:19
37:19
Shrek turns company knowledge into a shared resource
41:19
41:19
Capital markets can accelerate innovation
45:37
45:37
Forty rejections before belief
51:04
51:04
AI will force finance to rethink its business model
59:46
59:46
AI rewards companies that become black holes