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Invest Like the Best · September 22, 2026 · 1h 4m

Gabe Stengel - Building Investing Superintelligence

Gabe Stengel, co-founder and CEO of Rogo, joins to discuss building AI infrastructure for finance. He explains why the last-mile integration and the harness around frontier models matter more than the models themselves, and outlines who is using Rogo today. The conversation covers the shift from seat-based to outcome-based software pricing, why auditability beats raw accuracy in financial AI, and the skills that become more valuable for investors as AI advances. Stengel also shares his experience of forty Series A rejections, Rogo’s internal AI brain called Shrek, and his philosophy on becoming a black hole for talent.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Preview

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The Last Mile Infrastructure00:04:15
Stengel argues that the final integration and customization layer—the last mile—is what makes AI actually useful in finance.
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The Harness Is the Key to AI Success00:16:57
The software layer that wraps around AI models—the harness—is what creates competitive advantage, not the models themselves.

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