TMT Public Equities
Joined June 2024
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You see why I call them the Balyasny Bama Bros now?
Balyasny founder Dmitry Balyasny on why University of Alabama kids can do just as well as Ivy League kids at his fund:
"Kids from, you know, Harvard and Princeton, and they've done great, and we've taken kids from, you know, University of Alabama, and they've done great"
"Everybody's hardworking and has a level of intellect in this business"
"We also love like looking at places where the school is like, okay, not top 20, it's like top hundred"
"Like we love those kinds of kids."
Btw he’s right. I’ve seen more talented investors from non target kids than the Ivy League ones. HF world requires scrappiness and humility, traits Ivy leaguers (at least in today’s day and age) don’t have.
Larry retweeted
High priority:
AI Firewall
AI Endpoint Protection
AI SIEM
AI Identity
Low priority:
Firewall
Endpoint Protection
SIEM
Identity
In a single year, AI has rewritten the security priority list for CISOs.
Attackers are moving faster. Bain estimates AI compresses a typical cyberattack from about four weeks to about 18 hours, and models keep getting better at finding and exploiting weaknesses.
There's also more to protect, with employees shipping apps they couldn't have built a year ago and agents getting access to source code, documents, and production systems.
In a survey of 100 CISOs at companies with 1,000+ employees, all seven of the most-selected 2027 priorities involve AI.
The biggest jumps since 2026:
- Internal AI agent security (+28 pts)
- AI SOC (+26 pts)
- AI offensive security (+24 pts)
- AI code security (+23 pts)
- AI vulnerability remediation (+22 pts)
Last year's staples:
- Exposure & vulnerability management (-21 pts)
- SIEM / security data (-18 pts)
- Privileged access management (-18 pts)
From a16z's @OwenColby and @steph_zhang on The New Security Agenda: a16z.news/p/the-new-security…
Even if you try and say this is only about juniors, it is so so so so wrong, and any junior that is telling you this doesn’t even understand why he/she was hired in the first place (and I’d guess won’t be around much longer!)
