Gabe Stengel on why every software company will eventually

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Gabe Stengel on why every software company will eventually charge based on outcomes: "I look at how hard it was for Anthropic to sell to us. Very easy. And the amount that we pay them has risen exponentially without a human in the loop because it's a token consumption model. Every business needs to go through two different pricing revolutions. You need to move to some sort of usage-based, and then you need to move to some sort of outcome-based. For me, if I can figure out a way to skip…

Patrick OShaughnessy@patrick_oshag3d ago

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

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