Angel Jobson

AI agents, infra & markets.

ex-Goldman Sachs, ex-Hebbia

[Angel Jobson @AngelJobson]

watching two founders at the pub prep for a pre-seed pitch for the 273rd ai for finance wrapper while i finish off my pint is peak london

[Angel Jobson @AngelJobson]

i reckon muse's releases - plus whatever assistant openai ships next month - will have eaten into the market share of most startups that raised this year. you won't see it in markdowns until the runways run out

[Angel Jobson @AngelJobson]

i think enterprises are starting to issue digital twins to employees to essentially train agents on their expertise before swapping them out for their twin

[Vinay Iyengar @VinIyengar]

A lot of VCs (myself included) used to shit on the ex-banker/consultant founder archetype.

But I'm increasingly realizing I was wrong. In an age where building is easier and distribution/execution is still hard, these programs are the perfect training grounds.

2 years at McK/GS/etc. teaches you how to grind, how to sell to enterprises, how to work effectively in a team, and gives you a deep understanding of business models. Exactly what it takes to succeed as a founder in 2026.

[Angel Jobson @AngelJobson]

and they sold to a company i actually love using, even better

[Angel Jobson @AngelJobson]

my first angel investment from 2024 just exited. yeah this market is scorching

[Angel Jobson @AngelJobson]

agents will actually be much more difficult to appease as customers than humans, because the typical customer service playbook won’t apply to them

[Angel Jobson @AngelJobson]

once agents can do most of what the deal team does, the next logical step is for them to syndicate and execute the deal itself, i.e. negotiate the terms, coordinate distribution and manage the funds flow

[Angel Jobson @AngelJobson]

many of the organisational principles that apply to humans won’t apply to agents. correspondingly, many of the institutions we rely on will be rendered useless

[Ethan Bloch @ebloch]

This is a big opportunity.

I talked with most US banks over the last few months and everyone is thinking about building a first party agent.

Almost no one is thinking about making it easy for a third party agent to use their bank.

Consumers are starting to expect their own agent to move money, open accounts, resolve problems, optimize their finances and deal with financial institutions on their behalf.

Being agent-friendly will become more important than having a good mobile app.

[DHH @dhh]

Who's doing the first agentic bank? I want to give my machine an agent account, an allowance, and permission to just take care of stuff.

[Angel Jobson @AngelJobson]

waymos will need to autonomously pay for parking tickets

[Angel Jobson @AngelJobson]

@AkashBajwa96 count me in

[Angel Jobson @AngelJobson]

My agents keep finding obscure links humans would likely never surface (poor SEO, etc.)... we’re moving closer to perfect information - except most of the info is consumed by agents, not directly by humans

[Angel Jobson @AngelJobson]

mid conversation with people in real life i keep thinking “did the granola start?”

[Angel Jobson @AngelJobson]

i need VR to go mainstream so our digital twins can meet in the metaverse and send the notes to my ai agent to delegate the to-dos to my other agents

[Angel Jobson @AngelJobson]

from now on dropping the link to my digital twin for inbound coffee chats

[Angel Jobson @AngelJobson]

it’s a capital allocation problem, not a competence one

[Angel Jobson @AngelJobson]

“don’t train models because the frontier labs are doing it better than everyone” is such a lazy but unfortunately common take. part of the reason those labs are so dominant is because not enough capital is going to people who might do it better

[Angel Jobson @AngelJobson]

had someone inbound asking me to write a $110m cheque. damn, I haven’t exited yet dude 😂