Gabe on why he doesn't think Anthropic or OpenAI will own

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Gabe on why he doesn't think Anthropic or OpenAI will own finance: "The reason people get confused when they look at app layer businesses like mine or Harvey or Legora or Sierra is because there's a spectrum of perpendicularity to what the labs are building. There's a whole bunch of stuff underneath the surface that the labs are never going to build, that we need to build for finance. All of finance is a collection of different niches with different data sets, different regulatory…

Patrick OShaughnessy@patrick_oshag9h 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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