Why OpenAI and Anthropic Won't Win Finance
Rogo founder Gabe Stengel joins Invest Like The Best to explain why AI built deep into finance workflows can beat general AI labs, plus what 40 series A rejections taught him.
The gist
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Stengel says Rogo only became truly useful with o1 Pro, and with Opus 4.5 the models could do nearly any junior banker task.
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He argues the labs won't build compliance plumbing, data rooms or systems of record, and credits Claude's better harness, not model, for its growth.
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Rogo prices per seat like Bloomberg, but Stengel wants to skip usage pricing and eventually charge per outcome, such as each good investment idea.
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Rogo records every internal conversation, using tools like Granola, into a company brain called Shrek, and posts monthly rankings of staff AI usage.
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Stengel predicts top firms will hold 90% of enterprise value in software and data within 10 years, and urges capturing star employees' knowledge now.
"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."
▶ Play at 26:0911 creators recommend it, including Jensen Huang, Aaron Katz, and Amjad Masad.
See all on the Anthropic page"Everyone you're going to speak to is going to have Granola or some meeting transcription running because they need to use it and they need to have excellent recall and they need to compound the knowledge that they have."
▶ Play at 37:5615 creators recommend it, including Peter Yang, Adam Ward, and Daniel Blum.
See all on the Granola pageWhat they recommend · 2 picks
"Everyone you're going to speak to is going to have Granola or some meeting transcription running because they need to use it and they need to have excellent recall and they need..."
"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 cons..."
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