Why OpenAI and Anthropic Won't Win Finance

Gabe Stengel is the co-founder of Rogo, an AI platform built for financial institutions. He joins Invest Like the Best to explore what happens as AI moves beyond helping investors search for information and starts taking on the work itself — from analyzing deals and building presentations to coordinating transactions and eventually acting autonomously across capital markets. 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 #InvestLikeTheBest #ArtificialIntelligence #Finance #WallStreet #Rogo Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc