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Being a founder is like "chewing glass" "When you spend six months recruiting a candidate and they don't join, that's chewing glass. When you spend a bunch of time working on a product that gets completely washed over by the next model and makes you feel like an idiot for expending all that time and capacity on something that was the wrong call, chewing glass. When you get rejected by 40 investors in a row before you're able to raise capital, chewing glass. My experience of startup…
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