This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work of benchmarking, earnings analysis, and pitch deck creation in seconds. They discuss the origins of Rogo from Gabe’s time at Princeton, the challenges of building AI tools for elite financial institutions, and why the next generation of analysts might just be digital. Gabe also unpacks the technical edge that sets Rogo apart and the ways in which financial services may look very different in the near future.

Episode Chapters:

(00:00) Introduction to the Interview

(00:55) Gabe Stengel's Background and Rogo's Inception

(02:44) Early Challenges and Evolution of Rogo

(07:29) The Role of AI in Finance

(12:07) Investor and Customer Reception

(13:49) Pivotal Moments and Product Market Fit

(21:53) Balancing Enterprise Security and Feature Development

(23:45) Navigating the Challenges of AI Startup Speed

(25:45) Rogo's Impact on Investment Banking Workflows

(28:34) AI's Role in Professional Services and Legal Work

(32:33) Future of Rogo and Financial Services

(37:18) Challenges and Strategies in Enterprise Sales

(42:02) Conclusion and Final Thoughts

Stay in touch:

• www.lsvp.com

• X: https://twitter.com/lightspeedvp

• LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/

• Instagram: https://www.instagram.com/lightspeedventurepartners/

• Subscribe on your favorite podcast app: generativenow.co

• Email: generativenow@lsvp.com

The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

This week, we are revisiting a conversation between Lightspeed partner Michael Mignano and Anthropic’s head of product, Mike Krieger. Mike is known for co-founding Instagram, one of the most beloved pieces of consumer technology, and now he has taken his talents to Anthropic. They discuss the challenges AI product builders face and the evolution of product innovation and draw parallels between two transformative eras: the social media revolution that gave birth to Instagram and today's AI renaissance.

Episode Chapters:

(00:00) Introduction

(00:54) Mike Krieger's Journey to Anthropic

(03:17) Building Product Strategy at Anthropic

(07:43) Rapid Iteration and Safety

(10:58) Differentiating AI Models and User Experience

(17:57) Impact of AI on Consumer Products and Business Models

(24:39) Enterprise vs. Consumer Product Strategy

(29:19) AI in Personal Life Management

(30:15) Open Source and Claude Integrations

(33:09) AI-Assisted Product Development

(37:13) Scaling Teams and Processes at Anthropic

(42:17) Reflections on AI and Future Prospects

Stay in touch:

• www.lsvp.com

• X: https://twitter.com/lightspeedvp

• LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/

• Instagram: https://www.instagram.com/lightspeedventurepartners/

• Subscribe on your favorite podcast app: generativenow.co

• Email: generativenow@lsvp.com

The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

This week, we are revisiting a conversation between Lightspeed partner Michael Mignano and Arvind Jain, the founder and CEO of Glean about the evolution of AI-assisted enterprise search.

Arvind shares what insights helped to start Glean's journey in 2019, how the company leveraged transformer-based models early on, and how Glean developed the market for this product. They also talk about competition, the technical aspects of integrating Glean across SaaS platforms, and the monumental impact of ChatGPT on the industry.

Episode Chapters

(00:00) Introduction

(01:15) Why Arvind Created Glean to Solve Enterprise Search Problems

(03:50) Technical Foundations: Building Glean with Transformers

(09:04) Product Market Fit and Early Challenges

(12:16) The Impact of ChatGPT and Market Evolution

(13:42) Glean's Architecture and Model Integration

(17:58) The Future of AI in Enterprises

(27:52) Leadership, Competition, and Company Culture

(35:48) Reflections and Lessons from Rubrik to Glean

(41:15) Lightning Round and Closing Remarks

Stay in touch:

• www.lsvp.com

• X: https://twitter.com/lightspeedvp

• LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/

• Instagram: https://www.instagram.com/lightspeedventurepartners/

• Subscribe on your favorite podcast app: generativenow.co

• Email: generativenow@lsvp.com

The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.